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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
226
Citadel Advisors
Florida
$984K -$4.1M -36,954 -81%
SPIA
227
Steward Partners Investment Advisory
New York
$981K +$425K +3,829 +79%
SWP
228
Stratos Wealth Partners
Ohio
$941K +$2.56K +23 +0.3%
KTM
229
Keeler Thomas Management
Utah
$938K +$922K +8,301 New
TI
230
Truepoint Inc
Ohio
$934K +$8.22K +74 +0.9%
GT
231
Glenview Trust
Kentucky
$932K -$17.8K -160 -2%
PCMC
232
Paragon Capital Management (Colorado)
Colorado
$927K
HT
233
Heritage Trust
Oklahoma
$927K +$22.2K +200 +2%
BPA
234
Beacon Pointe Advisors
California
$926K +$1.11K +10 +0.1%
WTC
235
WhitTier Trust Company
Nevada
$919K +$33.3K +300 +4%
FAIM
236
Financial Advocates Investment Management
Washington
$902K -$1.37M -12,289 -61%
MA
237
MONECO Advisors
Connecticut
$901K +$50.5K +455 +6%
ZB
238
Zions Bancorporation
Utah
$885K -$92.5K -833 -10%
FNBOMD
239
First National Bank of Mount Dora
Florida
$867K
BWA
240
BDO Wealth Advisors
Florida
$866K +$545K +4,909 +178%
FLA
241
Financial Life Advisors
Texas
$859K -$5.55K -50 -0.7%
WCM
242
Windham Capital Management
Massachusetts
$847K
FVWA
243
Foster Victor Wealth Advisors
South Carolina
$837K -$9.11K -82 -1%
AIM
244
Acropolis Investment Management
Missouri
$832K -$13K -117 -2%
BJL
245
Brighton Jones LLC
Washington
$816K +$4.55K +41 +0.6%
BSW
246
Buckingham Strategic Wealth
Missouri
$813K +$186K +1,674 +30%
CWM
247
Capital Wealth Management
Rhode Island
$803K -$67.2K -605 -8%
WFPG
248
Waller Financial Planning Group
Ohio
$801K -$20.7K -186 -3%
HCIA
249
Hochman Cole Investment Advisors
Illinois
$800K -$124K -1,119 -14%
CAPTRUST Financial Advisors
250
CAPTRUST Financial Advisors
North Carolina
$799K -$12.3K -111 -2%