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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FUBT
226
First United Bank & Trust
Maryland
$3.61M -$98.8K -741 -3%
TC
227
Tacita Capital
Ontario, Canada
$3.57M +$143K +1,075 +4%
IFS
228
Ifrah Financial Services
Arkansas
$3.5M -$4.4K -33 -0.1%
SFM
229
Signet Financial Management
New Jersey
$3.48M -$83.2K -624 -2%
Corient Private Wealth
230
Corient Private Wealth
Florida
$3.48M -$15.1K -113 -0.4%
BCM
231
Becker Capital Management
Oregon
$3.45M
CIBC Private Wealth Group
232
CIBC Private Wealth Group
Georgia
$3.45M -$779K -5,842 -19%
CAM
233
Cresset Asset Management
Illinois
$3.41M +$2.03M +15,208 +161%
SPIA
234
Steward Partners Investment Advisory
New York
$3.36M -$2.49M -18,647 -43%
HA
235
HFG Advisors
Ohio
$3.36M -$5.2K -39 -0.2%
KPWS
236
Kestra Private Wealth Services
Texas
$3.35M +$94.8K +711 +3%
RC
237
Rovin Capital
Arizona
$3.35M -$5.87K -44 -0.2%
WAM
238
WNY Asset Management
New York
$3.32M -$1.08M -8,111 -25%
CA
239
Cetera Advisors
Colorado
$3.29M +$67.2K +504 +2%
PA
240
Paragon Advisors
Texas
$3.26M +$3.14M +23,592 New
CS
241
Comerica Securities
Michigan
$3.16M -$25.1K -188 -0.8%
AI
242
Atria Investments
North Carolina
$3.16M -$2.35M -17,601 -44%
ABC
243
Associated Banc-Corp
Wisconsin
$3.09M +$140K +1,048 +5%
WP
244
WealthShield Partners
North Carolina
$3.05M -$41.6K -312 -1%
NFW
245
Noble Family Wealth
Florida
$3.04M -$853K -6,395 -23%
WLIM
246
White Lighthouse Investment Management
Massachusetts
$2.97M -$400 -3 -0%
MCA
247
MSH Capital Advisors
Arizona
$2.96M +$66.9K +502 +2%
FOFP
248
Fee-Only Financial Planning
South Carolina
$2.91M +$2.67K +20 +0.1%
TC
249
TAGStone Capital
North Carolina
$2.91M -$41.7K -313 -1%
BDF
250
Black Diamond Financial
Maryland
$2.88M +$5.07K +38 +0.2%