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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
226
Tacita Capital
Ontario, Canada
$3.44M -$492K -3,669 -13%
AWM
227
Accel Wealth Management
Iowa
$3.37M +$3.62K +27 +0.1%
IAA
228
Ironsides Asset Advisors
North Carolina
$3.25M +$17.8K +133 +0.6%
HFRG
229
Houlihan Financial Resource Group
Virginia
$3.25M -$106K -788 -3%
NFG
230
Nations Financial Group
Iowa
$3.23M +$173K +1,291 +6%
HF
231
HRT Financial
New York
$3.22M +$3.19M +23,781 New
RLKPA
232
Robbie L. Kennerson P.A.
Florida
$3.18M +$3.16M +23,542 New
HA
233
HFG Advisors
Ohio
$3.13M +$241K +1,798 +8%
WP
234
WealthShield Partners
North Carolina
$3.08M +$63.3K +472 +2%
FIA
235
Foundations Investment Advisors
Arizona
$3.06M +$617K +4,597 +25%
GT
236
Glenview Trust
Kentucky
$3.05M +$1.13M +8,414 +60%
CA
237
Cetera Advisors
Colorado
$3.03M +$991K +7,390 +49%
TCMP
238
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.02M -$357K -2,659 -11%
Jane Street
239
Jane Street
New York
$3.02M -$12.4M -92,552 -81%
MCA
240
MSH Capital Advisors
Arizona
$3M -$169K -1,260 -5%
FOFP
241
Fee-Only Financial Planning
South Carolina
$2.99M +$2.97M +22,130 New
WPC
242
Wedmont Private Capital
Pennsylvania
$2.99M +$699K +5,207 +32%
SVWAG
243
Sound View Wealth Advisors Group
Georgia
$2.97M +$2.17M +16,192 +376%
KPWS
244
Kestra Private Wealth Services
Texas
$2.93M +$1.6M +11,949 +123%
WLIM
245
White Lighthouse Investment Management
Massachusetts
$2.92M -$82.9K -618 -3%
CTC
246
Central Trust Company
Missouri
$2.88M +$165K +1,231 +6%
SB
247
Simmons Bank
Arkansas
$2.86M -$120K -898 -4%
TC
248
TAGStone Capital
North Carolina
$2.83M +$12.5K +93 +0.4%
SFP
249
Sterling Financial Planning
New Jersey
$2.81M +$128K +957 +5%
BDF
250
Black Diamond Financial
Maryland
$2.78M +$707K +5,267 +34%