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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
151
Smallwood Wealth Investment Management
New Jersey
$7.05M +$207K +1,264 +3%
ONB
152
Old National Bancorp
Indiana
$7.04M +$108K +660 +2%
AF
153
Allworth Financial
California
$7.01M -$60.2K -368 -0.8%
EPP
154
ETF Portfolio Partners
Kansas
$6.93M +$6.51M +39,817 +1,189%
PAI
155
Pittenger & Anderson Inc
Nebraska
$6.83M
KAS
156
KPP Advisory Services
Kentucky
$6.78M +$4.59M +28,094 +199%
CWM
157
Cranbrook Wealth Management
Michigan
$6.72M +$12.6K +77 +0.2%
National Bank of Canada
158
National Bank of Canada
Quebec, Canada
$6.69M -$4.02M -24,600 -37%
CAP
159
Columbia Advisory Partners
Washington
$6.63M -$172K -1,052 -2%
SG
160
Sharper & Granite
California
$6.55M +$495K +3,030 +8%
RIA
161
Regal Investment Advisors
Michigan
$6.51M -$2.13K -13 -0%
CI
162
CX Institutional
Indiana
$6.47M +$777K +4,751 +13%
GB
163
Goepper Burkhardt
South Carolina
$6.37M -$737K -4,510 -10%
MFWP
164
Mosaic Family Wealth Partners
Missouri
$6.29M +$183K +1,120 +3%
AWM
165
AE Wealth Management
Kansas
$6.19M -$1.57M -9,581 -20%
UB
166
UMB Bank
Missouri
$6.06M -$72.8K -445 -1%
HWM
167
HB Wealth Management
Georgia
$6.05M +$346K +2,114 +6%
WAM
168
Weinberger Asset Management
California
$6.02M +$31.4K +192 +0.5%
TFCP
169
Twin Focus Capital Partners
Massachusetts
$6M +$114K +699 +2%
AIA
170
Ally Invest Advisors
North Carolina
$5.99M +$597K +3,651 +11%
FHA
171
First Horizon Advisors
Tennessee
$5.98M -$418K -2,555 -6%
FPAS
172
Focus Partners Advisor Solutions
Missouri
$5.85M +$266K +1,629 +5%
BSB
173
Bangor Savings Bank
Maine
$5.8M -$566K -3,459 -9%
AWM
174
Accel Wealth Management
Iowa
$5.77M +$500K +3,056 +9%
TA
175
TFB Advisors
Kansas
$5.72M -$91.6K -560 -2%