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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
276
Cedar Brook Financial Partners
Ohio
$642K -$459K -4,535 -42%
KA
277
Kovack Advisors
Florida
$629K +$4.25K +42 +0.7%
SFP
278
Strategic Financial Partners
Oregon
$628K -$71.4K -705 -10%
FLA
279
Financial Life Advisors
Texas
$624K +$624K +6,163 New
TFA
280
TPG Financial Advisors
Oregon
$621K -$56.5K -558 -8%
WFPG
281
Waller Financial Planning Group
Ohio
$606K
NFG
282
Nadler Financial Group
Illinois
$601K +$243K +2,401 +68%
FA
283
FDx Advisors
Illinois
$595K -$85.3K -842 -13%
TC
284
TAP Consulting
Missouri
$592K +$288K +2,842 +95%
PS
285
Portfolio Solutions
Michigan
$580K -$82.5K -814 -12%
PIMG
286
Patriot Investment Management Group
Tennessee
$579K -$99.8K -985 -15%
PPW
287
Parcion Private Wealth
Washington
$579K
ECG
288
Edge Capital Group
Georgia
$571K
GPA
289
Guidance Point Advisors
Massachusetts
$569K +$3.54K +35 +0.6%
CW
290
CreativeOne Wealth
Kansas
$569K +$13.4K +132 +2%
CHA
291
Carmichael Hill & Associates
Maryland
$556K -$12.6K -124 -2%
Fiera Capital (Canada)
292
Fiera Capital (Canada)
Quebec, Canada
$555K
JIC
293
Johnson Investment Counsel
Ohio
$554K -$1.42K -14 -0.3%
5L
294
55I LLC
Massachusetts
$551K -$9.42K -93 -2%
HWA
295
Heartwood Wealth Advisors
Virginia
$549K
RCA
296
Rex Capital Advisors
Rhode Island
$545K
COF
297
Capital One Financial
Virginia
$541K -$326K -3,220 -38%
WP
298
WMS Partners
Maryland
$541K +$3.65K +36 +0.7%
PA
299
PFG Advisors
Arizona
$539K -$196K -1,937 -27%
TIA
300
Tiemann Investment Advisors
California
$536K -$217K -2,144 -29%