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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
151
Inlight Wealth Management
Georgia
$9.95M +$3.11M +16,666 +45%
ATPW
152
Ashton Thomas Private Wealth
Arizona
$9.9M +$729K +3,901 +8%
RCM
153
Ridgepath Capital Management
Tennessee
$9.82M +$9.95M +53,273 New
MPWT
154
MassMutual Private Wealth & Trust
Connecticut
$9.81M -$208K -1,115 -2%
Northern Trust
155
Northern Trust
Illinois
$9.79M -$502K -2,688 -5%
ONB
156
Old National Bancorp
Indiana
$9.71M +$1.45M +7,782 +17%
APP
157
Avantax Planning Partners
Iowa
$9.66M -$171K -914 -2%
PRP
158
Peak Retirement Planning
Ohio
$9.42M +$4.7M +25,153 +97%
HI
159
Harbour Investments
Wisconsin
$9.37M +$3.64M +19,503 +62%
AOWM
160
Alpha Omega Wealth Management
Virginia
$9.24M +$256K +1,368 +3%
HIA
161
Harbor Investment Advisory
Maryland
$9.14M +$1.29M +6,904 +16%
RIA
162
Regal Investment Advisors
Michigan
$9.11M +$224K +1,197 +2%
EPP
163
ETF Portfolio Partners
Kansas
$9.08M +$143K +764 +2%
CIC
164
Chilton Investment Company
Connecticut
$9.08M +$6.14M +32,845 +200%
SCM
165
Sollinda Capital Management
Florida
$8.99M +$2.76M +14,774 +43%
SWASL
166
Spartan Wealth Advisory Services LLC
Michigan
$8.97M +$9.09M +48,666 New
AA
167
Alesco Advisors
New York
$8.67M -$109K -581 -1%
PP
168
Prosperity Planning
Missouri
$8.61M -$307K -1,644 -3%
BWM
169
Brickley Wealth Management
California
$8.55M -$47.6K -255 -0.5%
SG
170
Sharper & Granite
California
$8.52M +$206K +1,103 +2%
AWM
171
AE Wealth Management
Kansas
$8.33M -$72.5K -388 -0.9%
SWIM
172
Smallwood Wealth Investment Management
New Jersey
$8.19M -$29.7K -159 -0.4%
CA
173
Capital Advantage
California
$8.19M +$155K +830 +2%
AQR Capital Management
174
AQR Capital Management
Connecticut
$8.18M +$3.25M +17,388 +64%
AAS
175
Ameritas Advisory Services
Nebraska
$8.14M -$550K -2,944 -6%