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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SG
176
Sharper & Granite
California
$6.27M +$62.8K +395 +1%
TMWM
177
Taylor & Morgan Wealth Management
Michigan
$6.2M -$58.7K -369 -1%
FMTCOCP
178
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6.14M -$104K -653 -2%
WAM
179
Weinberger Asset Management
California
$6.12M +$282K +1,772 +5%
CI
180
CX Institutional
Indiana
$6.08M +$1.05M +6,581 +22%
MOS
181
MGO One Seven
Ohio
$6.07M -$49K -308 -0.8%
SCP
182
Stevens Capital Partners
Nebraska
$6.05M +$146K +917 +3%
CAM
183
Cresset Asset Management
Illinois
$6.03M +$157K +986 +3%
RSWM
184
Robertson Stephens Wealth Management
California
$6M +$5.69M +35,777 New
RPSA
185
Richard P. Slaughter Associates
Texas
$5.97M +$2.06M +12,984 +57%
DWM
186
Dakota Wealth Management
Florida
$5.88M -$1.76M -11,070 -24%
Bank of New York Mellon
187
Bank of New York Mellon
New York
$5.72M -$1.85M -11,638 -25%
TA
188
TFB Advisors
Kansas
$5.69M +$59K +371 +1%
MBI
189
May Barnhard Investments
Maryland
$5.67M +$771K +4,851 +17%
FWP
190
FAS Wealth Partners
Kansas
$5.64M -$19.2K -121 -0.4%
Pathstone Holdings
191
Pathstone Holdings
New Jersey
$5.6M -$494K -3,110 -9%
AAS
192
Avantax Advisory Services
Texas
$5.54M +$361K +2,268 +7%
KWMG
193
King Wealth Management Group
Florida
$5.51M -$286K -1,796 -5%
TFCP
194
Twin Focus Capital Partners
Massachusetts
$5.51M +$748K +4,707 +17%
Brown Advisory
195
Brown Advisory
Maryland
$5.45M -$26.5K -167 -0.5%
SCM
196
SOL Capital Management
Maryland
$5.36M -$42.9K -270 -0.8%
SC
197
Swan Capital
Florida
$5.36M -$2.05M -12,889 -29%
IWC
198
Integrated Wealth Concepts
Massachusetts
$5.35M -$332K -2,091 -6%
FTS
199
Fifth Third Securities
Ohio
$5.34M -$141K -885 -3%
HA
200
HFG Advisors
Ohio
$5.32M +$109K +684 +2%