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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSF
251
Mustard Seed Financial
Arkansas
$3.62M +$83.7K +496 +2%
CCA
252
Checchi Capital Advisers
California
$3.59M +$919K +5,447 +33%
HFRG
253
Houlihan Financial Resource Group
Virginia
$3.58M -$63.3K -375 -2%
BMWS
254
Brady Martz Wealth Solutions
North Dakota
$3.56M +$3.7M +21,906 New
RA
255
RoundAngle Advisors
New Jersey
$3.52M +$3.67M +21,744 New
CHAM
256
Clear Harbor Asset Management
Connecticut
$3.48M +$66K +391 +2%
LL
257
LPWM LLC
Minnesota
$3.46M +$42K +249 +1%
MOS
258
MGO One Seven
Ohio
$3.45M -$2.51M -14,909 -41%
JFG
259
Jefferies Financial Group
New York
$3.41M -$102K -603 -3%
SHF
260
Stage Harbor Financial
Massachusetts
$3.32M
MCA
261
MSH Capital Advisors
Arizona
$3.25M +$52.3K +310 +2%
BJL
262
Brighton Jones LLC
Washington
$3.22M +$906K +5,368 +37%
IWA
263
IVC Wealth Advisors
Pennsylvania
$3.22M +$55.8K +331 +2%
VW
264
Veridan Wealth
Oregon
$3.22M +$3.29M +19,515 New
WAP
265
Wealthcare Advisory Partners
Pennsylvania
$3.19M -$217K -1,287 -6%
SFP
266
Sterling Financial Planning
New Jersey
$3.18M +$4.55K +27 +0.1%
CFGS
267
Concourse Financial Group Securities
Alabama
$3.18M +$34.2K +203 +1%
SFO
268
Stokes Family Office
Louisiana
$3.17M
MRC
269
Millburn Ridgefield Corp
New York
$3.16M -$1.18M -7,019 -26%
Corient Private Wealth
270
Corient Private Wealth
Florida
$3.15M -$4.34M -25,754 -57%
SFM
271
Signet Financial Management
New Jersey
$3.13M +$6.92K +41 +0.2%
WLIM
272
White Lighthouse Investment Management
Massachusetts
$3.11M +$58.2K +345 +2%
ACA
273
Aptus Capital Advisors
Alabama
$3.09M -$217K -1,286 -6%
ICMM
274
Integrated Capital Management (Michigan)
Michigan
$3.06M -$127K -753 -4%
OC
275
Oppenheimer & Co
New York
$3.03M +$249K +1,479 +9%