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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TMWM
176
Taylor & Morgan Wealth Management
Michigan
$6.06M -$350K -2,383 -6%
LA
177
LPF Advisors
Florida
$6.04M +$52.7K +359 +0.9%
CSWM
178
Cassady Schiller Wealth Management
Ohio
$5.98M +$630K +4,292 +13%
PWM
179
Perigon Wealth Management
California
$5.97M +$232K +1,581 +4%
MOS
180
MGO One Seven
Ohio
$5.85M -$56.4K -384 -1%
FMTCOCP
181
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.75M +$673K +4,587 +14%
MFWP
182
Mosaic Family Wealth Partners
Missouri
$5.67M +$309K +2,104 +6%
KWMG
183
King Wealth Management Group
Florida
$5.59M -$52.3K -356 -1%
CA
184
Cetera Advisors
Colorado
$5.49M +$2.04M +13,926 +66%
KPWS
185
Kestra Private Wealth Services
Texas
$5.44M +$118K +805 +2%
National Bank of Canada
186
National Bank of Canada
Quebec, Canada
$5.4M +$5.12M +34,900 +38,778%
WAM
187
Weinberger Asset Management
California
$5.38M -$163K -1,109 -3%
AWS
188
Atria Wealth Solutions
New York
$5.35M +$153K +1,044 +3%
SG
189
Sharper & Granite
California
$5.26M +$50.5K +344 +1%
BI
190
Berkeley Inc
Idaho
$5.22M -$56.7K -386 -1%
FWP
191
FAS Wealth Partners
Kansas
$5.21M -$70.8K -482 -1%
FTS
192
Fifth Third Securities
Ohio
$5.15M +$50.2K +342 +1%
SCM
193
SOL Capital Management
Maryland
$5.15M +$16.2K +110 +0.3%
SCP
194
Stevens Capital Partners
Nebraska
$5.08M +$200K +1,365 +4%
TA
195
TFB Advisors
Kansas
$4.89M +$782K +5,326 +19%
Brown Advisory
196
Brown Advisory
Maryland
$4.87M -$4.41K -30 -0.1%
SWM
197
Spire Wealth Management
Virginia
$4.84M -$63K -429 -1%
FWM
198
Forza Wealth Management
Florida
$4.83M -$14.7K -100 -0.3%
HIA
199
Harbor Investment Advisory
Maryland
$4.82M -$75.9K -517 -2%
EA
200
Echo45 Advisors
California
$4.82M +$28.6K +195 +0.6%