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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
201
Tenret Company
Florida
$6.24M +$316K +1,689 +5%
HA
202
HFG Advisors
Ohio
$6.19M +$215K +1,152 +4%
WETS
203
Wealth Enhancement Trust Services
South Dakota
$6.17M +$40.4K +216 +0.6%
AI
204
Atria Investments
North Carolina
$6.15M -$1.49M -7,992 -19%
SWM
205
Spire Wealth Management
Virginia
$6.14M +$797K +4,266 +15%
EA
206
Echo45 Advisors
California
$6.12M -$12K -64 -0.2%
FUBT
207
First United Bank & Trust
Maryland
$6.07M +$647K +3,465 +12%
MWM
208
Maltin Wealth Management
New Jersey
$6.03M +$114K +610 +2%
Thrivent Financial for Lutherans
209
Thrivent Financial for Lutherans
Minnesota
$5.99M -$600K -3,213 -9%
FWP
210
FAS Wealth Partners
Kansas
$5.97M -$157K -840 -3%
FWM
211
Forza Wealth Management
Florida
$5.96M +$175K +935 +3%
PWM
212
Perigon Wealth Management
California
$5.9M +$521K +2,791 +10%
BSB
213
Bangor Savings Bank
Maine
$5.89M -$621K -3,326 -9%
CF
214
Conquis Financial
California
$5.87M +$283K +1,513 +5%
SCM
215
Sterling Capital Management
North Carolina
$5.8M -$65.2K -349 -1%
GPW
216
Genesis Private Wealth
Virginia
$5.76M -$28.2K -151 -0.5%
UB
217
UMB Bank
Missouri
$5.74M -$641K -3,430 -10%
TMWM
218
Taylor & Morgan Wealth Management
Michigan
$5.72M -$157K -839 -3%
BDF
219
Black Diamond Financial
Maryland
$5.72M -$1.09M -5,826 -16%
FFA
220
Farther Finance Advisors
California
$5.63M +$98.5K +527 +2%
RSWM
221
Robertson Stephens Wealth Management
California
$5.6M -$98.5K -527 -2%
IWC
222
Integrated Wealth Concepts
Massachusetts
$5.6M +$2.58M +13,837 +84%
TC
223
TAGStone Capital
North Carolina
$5.55M +$13.8K +74 +0.2%
KWMG
224
King Wealth Management Group
Florida
$5.49M -$108K -580 -2%
DW30
225
Drucker Wealth 3.0
New Jersey
$5.47M -$57.5K -308 -1%