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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
201
Cassady Schiller Wealth Management
Ohio
$4.37M +$56.8K +426 +1%
EFG
202
Everhart Financial Group
Ohio
$4.33M +$285K +2,136 +12%
PFA
203
Pure Financial Advisors
California
$4.31M -$43.2K -324 -1%
SCP
204
Stevens Capital Partners
Nebraska
$4.28M +$42.8K +321 +1%
SWM
205
Spire Wealth Management
Virginia
$4.22M +$214K +1,603 +6%
HWM
206
HB Wealth Management
Georgia
$4.19M +$4.8K +36 +0.1%
AWM
207
Accel Wealth Management
Iowa
$4.19M +$672K +5,043 +20%
IFPL
208
Investments & Financial Planning LLC
Kentucky
$4.15M -$243K -1,822 -6%
MOS
209
MGO One Seven
Ohio
$4.14M -$4.41M -33,070 -52%
SIG
210
Sargent Investment Group
Maryland
$4.11M +$192K +1,439 +5%
FTS
211
Fifth Third Securities
Ohio
$4.11M -$129K -965 -3%
Brown Advisory
212
Brown Advisory
Maryland
$4.11M +$1.87M +14,008 +89%
GT
213
Glenview Trust
Kentucky
$4.09M +$324K +2,430 +9%
TAM
214
Tocqueville Asset Management
New York
$4.02M +$27.1K +203 +0.7%
ASN
215
Advisory Services Network
Georgia
$3.99M -$626K -4,698 -14%
BMCM
216
Bryn Mawr Capital Management
Pennsylvania
$3.99M -$1.32M -9,881 -26%
ZC
217
Zeit Capital
Colorado
$3.98M -$667 -5 -0%
VCP
218
Verus Capital Partners
Arizona
$3.96M +$260K +1,954 +7%
TC
219
Tenret Company
Florida
$3.93M +$29.5K +221 +0.8%
SFO
220
Stokes Family Office
Louisiana
$3.88M +$32K +240 +0.9%
EWA
221
EverSource Wealth Advisors
Alabama
$3.84M -$51.6K -387 -1%
EA
222
Eclectic Associates
California
$3.8M +$116K +869 +3%
SPC
223
Sigma Planning Corp
Michigan
$3.79M -$289K -2,166 -7%
CAWM
224
Capital Advisors Wealth Management
Washington
$3.73M +$93K +698 +3%
EA
225
Echo45 Advisors
California
$3.67M +$185K +1,390 +6%