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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
226
Kestra Private Wealth Services
Texas
$3.56M +$406K +2,929 +12%
JFG
227
Jefferies Financial Group
New York
$3.55M +$1.08M +7,776 +40%
EA
228
Echo45 Advisors
California
$3.49M +$13.8K +100 +0.4%
TC
229
Tacita Capital
Ontario, Canada
$3.41M +$34.6K +250 +1%
FUBT
230
First United Bank & Trust
Maryland
$3.37M -$50.6K -365 -1%
CIBC Private Wealth Group
231
CIBC Private Wealth Group
Georgia
$3.3M +$43.9K +317 +1%
IFS
232
Ifrah Financial Services
Arkansas
$3.29M -$19.9K -144 -0.6%
BCM
233
Becker Capital Management
Oregon
$3.28M +$11.6K +84 +0.3%
PFO
234
Pathstone Family Office
New Jersey
$3.28M +$1.03M +7,412 +42%
CAM
235
Cresset Asset Management
Illinois
$3.26M +$30.6K +221 +0.9%
HA
236
HFG Advisors
Ohio
$3.21M +$39.6K +286 +1%
AI
237
Atria Investments
North Carolina
$3.21M +$229K +1,653 +7%
SFM
238
Signet Financial Management
New Jersey
$3.18M -$128K -921 -4%
WP
239
WealthShield Partners
North Carolina
$3.15M +$277K +2,002 +9%
RC
240
Rovin Capital
Arizona
$3.14M -$24.9K -180 -0.7%
SPC
241
Sigma Planning Corp
Michigan
$3.12M -$500K -3,610 -13%
HFRG
242
Houlihan Financial Resource Group
Virginia
$3.01M +$3.24M +23,387 New
ABC
243
Associated Banc-Corp
Wisconsin
$3M +$80.9K +584 +3%
MFG
244
Midwest Financial Group
Kansas
$2.98M +$425K +3,071 +16%
FOFP
245
Fee-Only Financial Planning
South Carolina
$2.9M +$153K +1,107 +5%
TC
246
TAGStone Capital
North Carolina
$2.82M +$69.8K +504 +2%
CS
247
Comerica Securities
Michigan
$2.8M -$208K -1,505 -7%
WLIM
248
White Lighthouse Investment Management
Massachusetts
$2.77M -$40.3K -291 -1%
SPIA
249
Steward Partners Investment Advisory
New York
$2.77M -$433K -3,123 -13%
WFA
250
Wellspring Financial Advisors
Ohio
$2.76M +$1.66K +12 +0%