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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
226
Midwest Financial Group
Kansas
$3.65M +$318K +2,367 +10%
HA
227
HFG Advisors
Ohio
$3.64M +$77.2K +575 +2%
BCM
228
Becker Capital Management
Oregon
$3.62M -$7.52K -56 -0.2%
EWM
229
Empirical Wealth Management
Washington
$3.62M +$546K +4,063 +19%
Pathstone Holdings
230
Pathstone Holdings
New Jersey
$3.61M +$3.34M +24,891 New
FUBT
231
First United Bank & Trust
Maryland
$3.6M -$115K -859 -3%
CAM
232
Cresset Asset Management
Illinois
$3.56M -$42.4K -316 -1%
TC
233
Tacita Capital
Ontario, Canada
$3.51M -$255K -1,895 -7%
AI
234
Atria Investments
North Carolina
$3.51M -$45.1K -336 -1%
IFS
235
Ifrah Financial Services
Arkansas
$3.51M -$128K -953 -4%
HFRG
236
Houlihan Financial Resource Group
Virginia
$3.4M +$11.6K +86 +0.4%
SFM
237
Signet Financial Management
New Jersey
$3.35M -$156K -1,159 -5%
RC
238
Rovin Capital
Arizona
$3.35M -$124K -921 -4%
EA
239
Eclectic Associates
California
$3.31M -$695K -5,178 -18%
TC
240
TAGStone Capital
North Carolina
$3.28M +$144K +1,072 +5%
FOFP
241
Fee-Only Financial Planning
South Carolina
$3.27M +$54K +402 +2%
SFO
242
Stokes Family Office
Louisiana
$3.26M -$844K -6,286 -22%
BDF
243
Black Diamond Financial
Maryland
$3.23M +$208K +1,550 +7%
MA
244
Mutual Advisors
Nebraska
$3.2M +$646K +4,813 +28%
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
$3.17M -$452K -3,369 -13%
ACA
246
Aptus Capital Advisors
Alabama
$3.11M +$1.28M +9,563 +80%
VCP
247
Verus Capital Partners
Arizona
$3.11M -$1.12M -8,330 -28%
CL
248
Choreo LLC
Illinois
$3.11M +$712K +5,304 +33%
CA
249
Cetera Advisors
Colorado
$3.08M +$29.5K +220 +1%
SFP
250
Sterling Financial Planning
New Jersey
$3.07M +$14.1K +105 +0.5%