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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$3.06M
MA
202
MUFG Americas
New York
$3.06M -$509K -3,604 -14%
CS
203
Comerica Securities
Michigan
$3.03M +$517K +3,658 +20%
Goldman Sachs
204
Goldman Sachs
New York
$3.02M +$32.6K +231 +1%
OWM
205
Orgel Wealth Management
Wisconsin
$2.99M +$3.01M +21,299 New
TPCW
206
TD Private Client Wealth
New York
$2.86M -$158K -1,121 -5%
TRCT
207
Tower Research Capital (TRC)
New York
$2.74M +$2.74M +19,369 +14,242%
WLIM
208
White Lighthouse Investment Management
Massachusetts
$2.73M +$81K +573 +3%
DE
209
Day & Ennis
Georgia
$2.73M -$36.7K -260 -1%
WDL
210
Well Done LLC
Michigan
$2.72M -$424 -3 -0%
SWA
211
SOA Wealth Advisors
New York
$2.68M +$150K +1,061 +6%
VWM
212
Valley Wealth Managers
New Jersey
$2.66M +$340K +2,404 +15%
APSP
213
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.65M -$24.3K -172 -0.9%
SF
214
Synovus Financial
Georgia
$2.59M +$2.33M +16,468 +813%
MWM
215
Maltin Wealth Management
New Jersey
$2.47M +$161K +1,140 +7%
MRC
216
Millburn Ridgefield Corp
New York
$2.44M +$12K +85 +0.5%
SW
217
SkyOak Wealth
Michigan
$2.42M +$354K +2,507 +17%
TNBTD
218
Trustmark National Bank Trust Department
Mississippi
$2.4M +$2.01M +14,237 +494%
TCWA
219
Ten Capital Wealth Advisors
Washington
$2.4M -$171K -1,212 -7%
BJL
220
Brighton Jones LLC
Washington
$2.4M +$18.7K +132 +0.8%
SFP
221
Sterling Financial Planning
New Jersey
$2.3M +$38.2K +270 +2%
PFM
222
Phillips Financial Management
Indiana
$2.28M
AOWM
223
Alpha Omega Wealth Management
Virginia
$2.26M +$171K +1,213 +8%
AWM
224
Accel Wealth Management
Iowa
$2.21M +$1.37M +9,692 +161%
EF
225
Empirical Finance
Pennsylvania
$2.21M -$46.6K -330 -2%