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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFRG
276
Houlihan Financial Resource Group
Virginia
$3.75M +$1.8M +10,308 +99%
FPAS
277
Focus Partners Advisor Solutions
Missouri
$3.7M -$2.1M -11,974 -36%
RA
278
RoundAngle Advisors
New Jersey
$3.7M +$408K +2,333 +13%
SFP
279
Sterling Financial Planning
New Jersey
$3.68M +$33.1K +189 +0.9%
VWA
280
Visionary Wealth Advisors
Illinois
$3.65M +$123K +702 +4%
SHF
281
Stage Harbor Financial
Massachusetts
$3.62M -$18.6K -106 -0.5%
EF
282
Envision Financial
Wisconsin
$3.62M -$135K -773 -4%
MCA
283
MSH Capital Advisors
Arizona
$3.61M
PA
284
Prism Advisors
California
$3.54M -$1.55M -8,875 -31%
ICMM
285
Integrated Capital Management (Michigan)
Michigan
$3.4M -$54.3K -310 -2%
CWM
286
Cooke Wealth Management
California
$3.4M +$3.22M +18,407 New
GRP
287
Global Retirement Partners
California
$3.39M +$1.4M +7,986 +72%
BF
288
Baring Financial
Washington
$3.35M -$2.82M -16,132 -46%
SPC
289
Sigma Planning Corp
Michigan
$3.34M +$98.4K +562 +3%
VT
290
Vise Technologies
New York
$3.29M +$2.32M +13,259 +250%
AIA
291
AIMZ Investment Advisors
California
$3.29M +$434K +2,479 +15%
WLIM
292
White Lighthouse Investment Management
Massachusetts
$3.29M -$10.3K -59 -0.3%
CANC
293
Culbertson A N & Co
Virginia
$3.27M +$317K +1,810 +11%
OIA
294
OneDigital Investment Advisors
Kansas
$3.26M +$290K +1,655 +10%
FGWP
295
Founders Grove Wealth Partners
Virginia
$3.25M +$70.5K +403 +2%
VNA
296
Valley National Advisers
Pennsylvania
$3.24M -$112K -638 -3%
Susquehanna International Group
297
Susquehanna International Group
Pennsylvania
$3.22M +$2.74M +15,676 +629%
AFTS
298
American Financial & Tax Strategies
New York
$3.21M +$41.7K +238 +1%
IAS
299
Insigneo Advisory Services
Florida
$3.19M
WPC
300
Wedmont Private Capital
Pennsylvania
$3.16M +$4.55K +26 +0.1%