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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WETS
201
Wealth Enhancement Trust Services
South Dakota
$6.69M +$70.2K +363 +1%
FFA
202
Farther Finance Advisors
California
$6.68M +$634K +3,278 +11%
PWM
203
Perigon Wealth Management
California
$6.65M +$318K +1,644 +5%
MWM
204
Maltin Wealth Management
New Jersey
$6.65M +$178K +919 +3%
FWM
205
Forza Wealth Management
Florida
$6.55M +$162K +835 +3%
ARG
206
Advisory Resource Group
Oklahoma
$6.51M +$6.37M +32,922 New
FUBT
207
First United Bank & Trust
Maryland
$6.39M -$118K -609 -2%
JWCA
208
J.W. Cole Advisors
Florida
$6.39M +$6.26M +32,336 New
GPW
209
Genesis Private Wealth
Virginia
$6.39M +$203K +1,049 +3%
Thrivent Financial for Lutherans
210
Thrivent Financial for Lutherans
Minnesota
$6.38M -$33.5K -173 -0.5%
SCM
211
Sterling Capital Management
North Carolina
$6.27M +$57.1K +295 +0.9%
FWP
212
FAS Wealth Partners
Kansas
$6.21M -$189K -978 -3%
BDF
213
Black Diamond Financial
Maryland
$6.21M +$75.1K +388 +1%
NB
214
Nicolet Bankshares
Wisconsin
$6.11M +$654K +3,378 +12%
Goldman Sachs
215
Goldman Sachs
New York
$6.09M +$442K +2,284 +8%
HA
216
Hegarty Advisors
New York
$6.07M +$999K +5,166 +20%
CF
217
Conquis Financial
California
$6.02M +$12.8K +66 +0.2%
TMWM
218
Taylor & Morgan Wealth Management
Michigan
$6M -$137K -708 -2%
CAM
219
Cresset Asset Management
Illinois
$5.98M +$160K +827 +3%
MFG
220
Midwest Financial Group
Kansas
$5.95M +$244K +1,263 +4%
TAM
221
Tocqueville Asset Management
New York
$5.95M +$300K +1,551 +5%
UB
222
UMB Bank
Missouri
$5.94M -$203K -1,047 -3%
CHAM
223
Clear Harbor Asset Management
Connecticut
$5.91M +$229K +1,185 +4%
AF
224
Allworth Financial
California
$5.9M -$2.74M -14,160 -32%
BSB
225
Bangor Savings Bank
Maine
$5.87M -$433K -2,237 -7%