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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
276
Focus Partners Advisor Solutions
Missouri
$4.21M +$20.9K +108 +0.5%
GHAM
277
Gilman Hill Asset Management
Connecticut
$4.2M +$3.1K +16 +0.1%
HCMT
278
Highland Capital Management (Tennessee)
Tennessee
$4.18M +$508K +2,627 +14%
AG
279
Ascent Group
Virginia
$4.18M -$89.8K -464 -2%
VW
280
Veridan Wealth
Oregon
$4.08M -$280K -1,448 -7%
IA
281
Integrity Alliance
Iowa
$4.08M +$356K +1,842 +10%
P
282
Palladiem
Pennsylvania
$4.07M +$3.99M +20,601 New
IFS
283
Ifrah Financial Services
Arkansas
$4.06M -$30.6K -158 -0.8%
SFG
284
SNS Financial Group
Minnesota
$4.05M +$3.04M +15,693 +328%
HFRG
285
Houlihan Financial Resource Group
Virginia
$4.02M -$69.5K -359 -2%
SHF
286
Stage Harbor Financial
Massachusetts
$4.02M -$14.9K -77 -0.4%
SEIA
287
Signature Estate & Investment Advisors
California
$3.97M +$1.54M +7,962 +66%
TA
288
TFB Advisors
Kansas
$3.97M +$116K +598 +3%
SPIA
289
Steward Partners Investment Advisory
New York
$3.89M +$165K +852 +5%
GWP
290
Gateway Wealth Partners
Wisconsin
$3.83M -$104K -536 -3%
CWM
291
Cooke Wealth Management
California
$3.8M +$72.4K +374 +2%
SIS
292
Sound Income Strategies
Florida
$3.78M +$722K +3,734 +24%
OIA
293
OneDigital Investment Advisors
Kansas
$3.77M -$6.96K -36 -0.2%
PBF
294
Petix & Botte Financial
California
$3.76M +$1.58M +8,165 +75%
WLIM
295
White Lighthouse Investment Management
Massachusetts
$3.76M +$42.8K +221 +1%
FGWP
296
Founders Grove Wealth Partners
Virginia
$3.74M +$28.2K +146 +0.8%
PA
297
Prism Advisors
California
$3.72M -$211K -1,092 -5%
BA
298
Blueline Advisors
New Hampshire
$3.71M +$365K +1,885 +11%
KAS
299
KPP Advisory Services
Kentucky
$3.71M -$469K -2,423 -11%
EI
300
Ellevest Inc
New York
$3.7M +$9.07M +46,885 +264%