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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
176
Regal Investment Advisors
Michigan
$5.97M +$46.9K +309 +0.8%
LA
177
LPF Advisors
Florida
$5.93M +$98.2K +647 +2%
FHA
178
First Horizon Advisors
Tennessee
$5.9M -$99.5K -656 -2%
PWM
179
Perigon Wealth Management
California
$5.82M +$55.2K +364 +1%
MFWP
180
Mosaic Family Wealth Partners
Missouri
$5.7M +$233K +1,534 +4%
TMWM
181
Taylor & Morgan Wealth Management
Michigan
$5.62M -$229K -1,511 -4%
FMTCOCP
182
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.6M +$55.8K +368 +1%
KPWS
183
Kestra Private Wealth Services
Texas
$5.57M +$332K +2,186 +6%
SG
184
Sharper & Granite
California
$5.56M +$408K +2,687 +8%
Pathstone Holdings
185
Pathstone Holdings
New Jersey
$5.5M +$1.77M +11,658 +47%
MOS
186
MGO One Seven
Ohio
$5.5M -$148K -974 -3%
SWM
187
Spire Wealth Management
Virginia
$5.46M +$796K +5,247 +17%
AWS
188
Atria Wealth Solutions
New York
$5.29M +$122K +807 +2%
CAM
189
Cresset Asset Management
Illinois
$5.29M +$3.5M +23,063 +193%
SCP
190
Stevens Capital Partners
Nebraska
$5.29M +$388K +2,555 +8%
WAM
191
Weinberger Asset Management
California
$5.23M +$34.4K +227 +0.7%
KWMG
192
King Wealth Management Group
Florida
$5.21M -$181K -1,193 -3%
National Bank of Canada
193
National Bank of Canada
Quebec, Canada
$5.21M
IWC
194
Integrated Wealth Concepts
Massachusetts
$5.12M -$10.1M -66,322 -66%
FWP
195
FAS Wealth Partners
Kansas
$5.08M +$46.1K +304 +0.9%
TA
196
TFB Advisors
Kansas
$5.05M +$103K +677 +2%
EWM
197
Empirical Wealth Management
Washington
$4.96M +$765K +5,042 +18%
FTS
198
Fifth Third Securities
Ohio
$4.96M -$45.4K -299 -0.9%
Brown Advisory
199
Brown Advisory
Maryland
$4.92M +$224K +1,479 +5%
SCM
200
SOL Capital Management
Maryland
$4.85M -$120K -792 -2%