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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Accel Wealth Management
Iowa
$5.32M +$241K +1,519 +5%
TC
202
Tenret Company
Florida
$5.32M +$189K +1,192 +4%
HIA
203
Harbor Investment Advisory
Maryland
$5.23M +$88.7K +558 +2%
HNB
204
Hilltop National Bank
Wyoming
$5.22M +$173K +1,086 +4%
FWM
205
Forza Wealth Management
Florida
$5.17M -$12.1K -76 -0.2%
ABWM
206
Alpine Bank Wealth Management
Colorado
$5.09M +$4.82M +30,335 New
HWM
207
HB Wealth Management
Georgia
$5.06M -$8.11K -51 -0.2%
PFA
208
Pure Financial Advisors
California
$5.02M -$18.1K -114 -0.4%
SWM
209
Spire Wealth Management
Virginia
$4.94M -$1.08M -6,822 -19%
TAM
210
Tocqueville Asset Management
New York
$4.93M -$136K -856 -3%
AWS
211
Atria Wealth Solutions
New York
$4.91M -$931K -5,856 -17%
PCA
212
Prosperity Capital Advisors
Ohio
$4.9M +$826K +5,193 +22%
AIA
213
Ally Invest Advisors
North Carolina
$4.85M +$2.49M +15,674 +118%
ABC
214
Associated Banc-Corp
Wisconsin
$4.76M +$168K +1,058 +4%
EA
215
Echo45 Advisors
California
$4.73M +$182K +1,142 +4%
GWMR
216
GC Wealth Management RIA
Massachusetts
$4.67M -$17.2K -108 -0.4%
ZC
217
Zeit Capital
Colorado
$4.66M -$25K -157 -0.6%
SC
218
Savant Capital
Illinois
$4.65M +$860K +5,408 +24%
AAP
219
Arax Advisory Partners
Colorado
$4.63M +$3.19M +20,063 +266%
JFA
220
JNBA Financial Advisors
Minnesota
$4.49M -$413K -2,598 -9%
MWM
221
Maltin Wealth Management
New Jersey
$4.48M +$286K +1,800 +7%
MRC
222
Millburn Ridgefield Corp
New York
$4.46M +$44.8K +282 +1%
TC
223
TAGStone Capital
North Carolina
$4.45M +$136K +858 +3%
GT
224
Glenview Trust
Kentucky
$4.42M +$49K +308 +1%
NC
225
NovaPoint Capital
Georgia
$4.39M +$4.16M +26,179 New