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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MBI
176
May Barnhard Investments
Maryland
$5.7M +$116K +712 +2%
ZC
177
Zeit Capital
Colorado
$5.66M +$332K +2,033 +6%
RSWM
178
Robertson Stephens Wealth Management
California
$5.64M -$90.2K -552 -2%
AAS
179
Avantax Advisory Services
Texas
$5.5M -$267K -1,635 -5%
FWP
180
FAS Wealth Partners
Kansas
$5.38M +$20.1K +123 +0.4%
CWL
181
Causey Wealth LLC
Colorado
$5.35M -$1.09M -6,672 -17%
ABC
182
Associated Banc-Corp
Wisconsin
$5.34M +$572K +3,498 +12%
TC
183
Tenret Company
Florida
$5.33M +$212K +1,299 +4%
HI
184
Harbour Investments
Wisconsin
$5.31M +$307K +1,877 +6%
TMWM
185
Taylor & Morgan Wealth Management
Michigan
$5.29M -$114K -698 -2%
KWMG
186
King Wealth Management Group
Florida
$5.29M -$76.2K -466 -1%
MFG
187
Merit Financial Group
Georgia
$5.21M -$5.19M -31,748 -49%
HIA
188
Harbor Investment Advisory
Maryland
$5.2M +$65.4K +400 +1%
PFA
189
Pure Financial Advisors
California
$5.2M +$147K +898 +3%
SC
190
Swan Capital
Florida
$5.19M +$1.07M +6,528 +25%
HA
191
HFG Advisors
Ohio
$5.18M +$116K +711 +2%
BF
192
Baring Financial
Washington
$5.16M +$804K +4,915 +18%
FTS
193
Fifth Third Securities
Ohio
$5.1M +$37.8K +231 +0.7%
SCM
194
SOL Capital Management
Maryland
$5.08M -$81.3K -497 -2%
FWM
195
Forza Wealth Management
Florida
$5.04M
OSAM
196
O'Shaughnessy Asset Management
Connecticut
$5.02M -$6.43M -39,354 -56%
KBFS
197
Kohmann Bosshard Financial Services
Ohio
$4.98M -$1.27M -7,796 -20%
Bank of New York Mellon
198
Bank of New York Mellon
New York
$4.98M -$612K -3,745 -11%
EA
199
Echo45 Advisors
California
$4.97M -$24.9K -152 -0.5%
ABWM
200
Alpine Bank Wealth Management
Colorado
$4.8M +$4.89M +29,895 New