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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FGG
201
Financial Guidance Group
Florida
$4.55M -$363K -2,700 -8%
SCP
202
Stevens Capital Partners
Nebraska
$4.53M +$311K +2,313 +8%
Brown Advisory
203
Brown Advisory
Maryland
$4.53M -$41.5K -309 -1%
FWM
204
Forza Wealth Management
Florida
$4.5M -$745K -5,546 -15%
SWM
205
Spire Wealth Management
Virginia
$4.48M -$59.6K -444 -1%
PFA
206
Pure Financial Advisors
California
$4.46M +$672 +5 +0%
EA
207
Echo45 Advisors
California
$4.45M +$543K +4,040 +15%
HWM
208
HB Wealth Management
Georgia
$4.44M +$70.4K +524 +2%
TC
209
Tenret Company
Florida
$4.27M +$3.96M +29,472 New
CI
210
CX Institutional
Indiana
$4.27M -$1.48M -11,049 -27%
MMA
211
Miracle Mile Advisors
California
$4.19M -$22.6M -167,905 -85%
AWM
212
Accel Wealth Management
Iowa
$4.11M -$440K -3,275 -10%
TAM
213
Tocqueville Asset Management
New York
$4.08M -$90.1K -671 -2%
Goldman Sachs
214
Goldman Sachs
New York
$4.07M +$1.61M +11,988 +74%
GWMR
215
GC Wealth Management RIA
Massachusetts
$4.04M +$3.75M +27,885 New
TA
216
TFB Advisors
Kansas
$3.99M +$3.7M +27,539 New
ZC
217
Zeit Capital
Colorado
$3.96M -$198K -1,475 -5%
TFCP
218
Twin Focus Capital Partners
Massachusetts
$3.93M -$1.25M -9,282 -25%
MBI
219
May Barnhard Investments
Maryland
$3.93M +$3.64M +27,095 New
EWA
220
EverSource Wealth Advisors
Alabama
$3.83M -$115K -853 -3%
MRC
221
Millburn Ridgefield Corp
New York
$3.79M -$1.51M -11,229 -30%
NB
222
Nicolet Bankshares
Wisconsin
$3.78M +$3.21M +23,865 +1,069%
GT
223
Glenview Trust
Kentucky
$3.78M -$488K -3,632 -12%
NAS
224
Nicolet Advisory Services
Wisconsin
$3.76M +$3.18M +23,708 +991%
BGAI
225
Bruce G. Allen Investments
Colorado
$3.73M +$3.46M +25,729 New