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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFCP
176
Twin Focus Capital Partners
Massachusetts
$5.93M +$643K +3,812 +12%
TA
177
TFB Advisors
Kansas
$5.85M +$382K +2,265 +7%
AAS
178
Avantax Advisory Services
Texas
$5.8M +$475K +2,814 +9%
RSWM
179
Robertson Stephens Wealth Management
California
$5.77M -$18.4K -109 -0.3%
HWM
180
HB Wealth Management
Georgia
$5.75M +$908K +5,384 +18%
CI
181
CX Institutional
Indiana
$5.75M -$118K -702 -2%
GVAG
182
Great Valley Advisor Group
Delaware
$5.67M +$3.29M +19,492 +125%
MBI
183
May Barnhard Investments
Maryland
$5.63M +$162K +962 +3%
FPAS
184
Focus Partners Advisor Solutions
Missouri
$5.63M +$3.86M +22,910 +193%
Bank of New York Mellon
185
Bank of New York Mellon
New York
$5.62M +$101K +597 +2%
TCMP
186
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.6M +$2.07M +12,262 +55%
ZC
187
Zeit Capital
Colorado
$5.5M +$913K +5,414 +19%
TMWM
188
Taylor & Morgan Wealth Management
Michigan
$5.45M -$558K -3,308 -9%
AIA
189
Ally Invest Advisors
North Carolina
$5.45M +$797K +4,723 +16%
HNB
190
Hilltop National Bank
Wyoming
$5.42M +$400K +2,372 +8%
KWMG
191
King Wealth Management Group
Florida
$5.4M +$87K +516 +2%
FWP
192
FAS Wealth Partners
Kansas
$5.4M -$40.1K -238 -0.7%
AWM
193
Accel Wealth Management
Iowa
$5.32M +$195K +1,158 +4%
IWC
194
Integrated Wealth Concepts
Massachusetts
$5.31M +$153K +908 +3%
Brown Advisory
195
Brown Advisory
Maryland
$5.3M +$43.2K +256 +0.8%
SCM
196
SOL Capital Management
Maryland
$5.2M +$30.4K +180 +0.6%
HIA
197
Harbor Investment Advisory
Maryland
$5.17M +$133K +788 +3%
TC
198
Tenret Company
Florida
$5.16M +$30.2K +179 +0.6%
Pathstone Holdings
199
Pathstone Holdings
New Jersey
$5.14M -$283K -1,677 -5%
PBF
200
Petix & Botte Financial
California
$5.11M -$1.89M -11,192 -26%