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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
201
Kohmann Bosshard Financial Services
Ohio
$5.02M -$96K -606 -2%
ABWM
202
Alpine Bank Wealth Management
Colorado
$4.92M
GPW
203
Genesis Private Wealth
Virginia
$4.91M +$78.9K +498 +2%
TC
204
TAGStone Capital
North Carolina
$4.9M +$232K +1,468 +5%
SWM
205
Spire Wealth Management
Virginia
$4.82M +$24.2K +153 +0.5%
IWA
206
IVC Wealth Advisors
Pennsylvania
$4.74M +$633K +4,000 +16%
CIBC Private Wealth Group
207
CIBC Private Wealth Group
Georgia
$4.72M +$530K +3,346 +13%
JWCA
208
J.W. Cole Advisors
Florida
$4.71M +$2.41M +15,210 +113%
Goldman Sachs
209
Goldman Sachs
New York
$4.65M +$629K +3,970 +16%
MA
210
Mutual Advisors
Nebraska
$4.62M +$123K +778 +3%
AWS
211
Atria Wealth Solutions
New York
$4.6M -$17.9K -113 -0.4%
PBF
212
Petix & Botte Financial
California
$4.59M -$214K -1,349 -5%
MFG
213
Midwest Financial Group
Kansas
$4.59M +$69.8K +441 +2%
CPA
214
Cathy Pareto & Associates
Florida
$4.55M -$48K -303 -1%
GT
215
Glenview Trust
Kentucky
$4.5M +$331K +2,089 +8%
CAM
216
Cresset Asset Management
Illinois
$4.49M -$261K -1,646 -6%
NC
217
NovaPoint Capital
Georgia
$4.47M -$11.6K -73 -0.3%
RA
218
RoundAngle Advisors
New Jersey
$4.45M -$78.2K -494 -2%
PWM
219
Perigon Wealth Management
California
$4.44M -$46.9K -296 -1%
IWC
220
Integrated Wealth Concepts
Massachusetts
$4.44M -$26.1K -165 -0.6%
EA
221
Eclectic Associates
California
$4.44M +$161K +1,014 +4%
BGAI
222
Bruce G. Allen Investments
Colorado
$4.36M +$16.5K +104 +0.4%
SCM
223
Sterling Capital Management
North Carolina
$4.36M +$1.69M +10,671 +67%
WIC
224
Whitegate Investment Counselors
New Hampshire
$4.33M +$151K +953 +4%
FUBT
225
First United Bank & Trust
Maryland
$4.3M -$166K -1,051 -4%