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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
251
Howland Capital Management
Massachusetts
$1.07M
GAM
252
Gemmer Asset Management
California
$1.07M
WTFG
253
Wells Trecaso Financial Group
Ohio
$1.05M +$1.73K +15 +0.2%
SWP
254
Stratos Wealth Partners
Ohio
$1.05M +$55.1K +478 +6%
FANJ
255
Financial Architects (New Jersey)
New Jersey
$1.04M +$615K +5,336 +156%
Citadel Advisors
256
Citadel Advisors
Florida
$1.02M -$18.4K -160 -2%
BPA
257
Beacon Pointe Advisors
California
$1M +$26.5K +230 +3%
OWM
258
Opes Wealth Management
California
$1M +$587K +5,097 +154%
SFP
259
Strategic Financial Partners
Oregon
$1M +$968K +8,403 New
FAIM
260
Financial Advocates Investment Management
Washington
$998K +$44.8K +389 +5%
IAA
261
Independent Advisor Alliance
North Carolina
$994K +$961K +8,343 New
TI
262
Truepoint Inc
Ohio
$993K +$7.61K +66 +0.8%
GT
263
Glenview Trust
Kentucky
$978K -$4.72K -41 -0.5%
PCMC
264
Paragon Capital Management (Colorado)
Colorado
$977K
WTC
265
WhitTier Trust Company
Nevada
$969K
SFG
266
StrategIQ Financial Group
Indiana
$955K +$328K +2,846 +55%
FVWA
267
Foster Victor Wealth Advisors
South Carolina
$937K +$40.2K +349 +5%
IAN
268
Integrated Advisors Network
Texas
$920K +$890K +7,721 New
FNBOMD
269
First National Bank of Mount Dora
Florida
$915K
CSPIA
270
Cary Street Partners Investment Advisory
Virginia
$907K +$877K +7,610 New
AIM
271
Acropolis Investment Management
Missouri
$900K +$28.3K +246 +3%
KTM
272
Keeler Thomas Management
Utah
$896K -$939K -8,152 -98%
WCM
273
Windham Capital Management
Massachusetts
$894K
CWM
274
Capital Wealth Management
Rhode Island
$879K +$31.5K +273 +4%
FLA
275
Financial Life Advisors
Texas
$877K -$28.5K -247 -3%