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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
201
Park Avenue Securities
New York
$1.98M -$882K -7,873 -32%
SI
202
Stephens Inc
Arkansas
$1.98M +$655K +5,852 +54%
MW
203
Marcum Wealth
Ohio
$1.96M -$585K -5,220 -24%
AB
204
Atlas Brown
Kentucky
$1.91M -$15.9K -142 -0.9%
EF
205
Empirical Finance
Pennsylvania
$1.91M -$208K -1,857 -10%
MWM
206
Maltin Wealth Management
New Jersey
$1.88M -$92.2K -823 -5%
EA
207
Eclectic Associates
California
$1.84M +$1.74M +15,495 New
HMS
208
Hanseatic Management Services
New Mexico
$1.8M +$1.69M +15,098 New
SFP
209
Sterling Financial Planning
New Jersey
$1.77M +$1.67M +14,886 New
1WA
210
180 Wealth Advisors
Washington
$1.76M -$12.3K -110 -0.8%
VWM
211
Valley Wealth Managers
New Jersey
$1.75M +$523K +4,669 +46%
BMCM
212
Bryn Mawr Capital Management
Pennsylvania
$1.7M +$434K +3,872 +37%
SW
213
SkyOak Wealth
Michigan
$1.7M +$150K +1,338 +10%
HCP
214
Hexagon Capital Partners
Arkansas
$1.66M -$4.37K -39 -0.3%
Bank of Montreal
215
Bank of Montreal
Ontario, Canada
$1.65M +$48.6K +434 +3%
Legacy Financial Group (Iowa)
216
Legacy Financial Group (Iowa)
Iowa
$1.65M +$1.55M +13,828 New
NW
217
NewEdge Wealth
Pennsylvania
$1.64M +$1.54M +13,769 New
BWA
218
BDO Wealth Advisors
Florida
$1.63M -$793K -7,079 -34%
PD
219
Planning Directions
Pennsylvania
$1.62M +$14.7K +131 +1%
KPWS
220
Kestra Private Wealth Services
Texas
$1.62M
VA
221
Valmark Advisers
Ohio
$1.61M +$1.52M +13,547 New
AOWM
222
Alpha Omega Wealth Management
Virginia
$1.56M +$35.6K +318 +2%
WAM
223
WNY Asset Management
New York
$1.56M +$1.47M +13,116 New
EFG
224
Everhart Financial Group
Ohio
$1.54M +$1.45M +12,909 New
CFAM
225
Center For Asset Management
Florida
$1.53M +$1.44M +12,835 New