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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Spire Wealth Management
Virginia
$3.92M +$50.1K +341 +1%
FCI
202
Financial Counselors Inc
Kansas
$3.82M +$326K +2,218 +10%
OPWM
203
Oxinas Partners Wealth Management
Indiana
$3.76M +$425K +2,891 +13%
SB
204
Simmons Bank
Arkansas
$3.72M -$774K -5,270 -18%
FTS
205
Fifth Third Securities
Ohio
$3.68M -$15.4K -105 -0.4%
CSWM
206
Cassady Schiller Wealth Management
Ohio
$3.65M +$3.56M +24,274 New
CS
207
Comerica Securities
Michigan
$3.56M +$295K +2,009 +9%
HWM
208
HB Wealth Management
Georgia
$3.52M +$3.44M +23,441 New
CTC
209
Central Trust Company
Missouri
$3.48M +$3.17M +21,586 +1,392%
UCFA
210
United Capital Financial Advisors
Texas
$3.42M +$24.1K +164 +0.7%
Citigroup
211
Citigroup
New York
$3.34M +$39.6K +270 +1%
SFM
212
Signet Financial Management
New Jersey
$3.17M -$204K -1,390 -6%
AG
213
Ascent Group
Virginia
$3.14M +$3.2M +21,797 New
WLIM
214
White Lighthouse Investment Management
Massachusetts
$3.11M +$86.6K +590 +3%
AWM
215
Accel Wealth Management
Iowa
$3.11M +$585K +3,983 +24%
MCA
216
MSH Capital Advisors
Arizona
$3.11M +$3.04M +20,681 New
NFG
217
Next Financial Group
Texas
$3.07M +$315K +2,146 +12%
MWM
218
Maltin Wealth Management
New Jersey
$3.06M +$311K +2,121 +12%
MA
219
MUFG Americas
New York
$3.05M -$172K -1,172 -5%
MIS
220
Morningstar Investment Services
Illinois
$3.02M -$5.26M -35,796 -64%
SW
221
SkyOak Wealth
Michigan
$3.02M +$383K +2,608 +15%
TPCW
222
TD Private Client Wealth
New York
$2.98M -$21.1K -144 -0.7%
VWM
223
Valley Wealth Managers
New Jersey
$2.96M +$59.8K +407 +2%
MA
224
MAS Advisors
Florida
$2.91M +$2.85M +19,380 New
DE
225
Day & Ennis
Georgia
$2.89M -$8.22K -56 -0.3%