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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NL
176
Navalign LLC
California
$5.84M +$487K +3,628 +10%
PBF
177
Petix & Botte Financial
California
$5.81M +$68.1K +507 +1%
UB
178
UMB Bank
Missouri
$5.71M -$170K -1,265 -3%
RIA
179
Regal Investment Advisors
Michigan
$5.69M +$208K +1,551 +4%
LA
180
LPF Advisors
Florida
$5.57M +$5.16M +38,388 New
MOS
181
MGO One Seven
Ohio
$5.49M -$35.7K -266 -0.7%
PWM
182
Perigon Wealth Management
California
$5.32M +$92.8K +691 +2%
KWMG
183
King Wealth Management Group
Florida
$5.25M -$163K -1,213 -3%
Citadel Advisors
184
Citadel Advisors
Florida
$5.22M +$3.28M +24,417 +211%
WAM
185
Weinberger Asset Management
California
$5.17M -$281K -2,094 -6%
FHA
186
First Horizon Advisors
Tennessee
$5.15M -$745K -5,544 -13%
LIA
187
LifePlan Investment Advisors
North Carolina
$5M +$134K +997 +3%
MFWP
188
Mosaic Family Wealth Partners
Missouri
$4.97M -$159K -1,182 -3%
CSWM
189
Cassady Schiller Wealth Management
Ohio
$4.94M +$158K +1,177 +4%
KPWS
190
Kestra Private Wealth Services
Texas
$4.94M +$928K +6,912 +25%
SG
191
Sharper & Granite
California
$4.92M -$197K -1,465 -4%
FWP
192
FAS Wealth Partners
Kansas
$4.92M -$23.6K -176 -0.5%
BI
193
Berkeley Inc
Idaho
$4.91M -$87.6K -652 -2%
AWS
194
Atria Wealth Solutions
New York
$4.82M +$27K +201 +0.6%
SCM
195
SOL Capital Management
Maryland
$4.78M -$275K -2,045 -6%
FTS
196
Fifth Third Securities
Ohio
$4.74M +$165K +1,231 +4%
JFA
197
JNBA Financial Advisors
Minnesota
$4.72M -$80.2K -597 -2%
FMTCOCP
198
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.68M +$4.08M +30,410 +1,610%
BMCM
199
Bryn Mawr Capital Management
Pennsylvania
$4.64M +$437K +3,254 +11%
HIA
200
Harbor Investment Advisory
Maryland
$4.56M +$11.1K +83 +0.3%