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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
301
FC Advisory
Pennsylvania
$274K
VCA
302
Verdence Capital Advisors
Maryland
$268K +$12.5K +110 +5%
OBWP
303
O'Brien Wealth Partners
Massachusetts
$261K -$1.02K -9 -0.4%
BAS
304
Brown Advisory Securities
Maryland
$261K +$39.8K +350 +18%
AA
305
Ancora Advisors
Ohio
$260K +$261K +2,301 New
HIS
306
Horizon Investment Services
Indiana
$258K -$4.09K -36 -2%
SA
307
Strategic Advisors
New York
$257K -$45.5K -400 -15%
HTC
308
Haverford Trust Company
Pennsylvania
$257K +$258K +2,269 New
RIG
309
Roosevelt Investment Group
New York
$257K +$258K +2,270 New
BRWM
310
B. Riley Wealth Management
Tennessee
$254K +$256K +2,249 New
TFCP
311
Twin Focus Capital Partners
Massachusetts
$250K
F
312
F3Logic
Minnesota
$250K +$6.48K +57 +3%
MJRIC
313
Mogy Joel R Investment Counsel
California
$244K
RWM
314
Raffa Wealth Management
District of Columbia
$241K
BAM
315
Belpointe Asset Management
Nevada
$236K +$237K +2,087 New
WWMSC
316
Wagner Wealth Management (South Carolina)
South Carolina
$235K
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$235K +$98.1K +863 +71%
TFS
318
TrustCore Financial Services
Tennessee
$234K +$147K +1,293 +166%
CTC
319
Central Trust Company
Missouri
$231K +$6.25K +55 +3%
CRC
320
Curi RMB Capital
Illinois
$231K +$232K +2,043 New
DBRC
321
D.B. Root & Company
Pennsylvania
$229K
OIA
322
OneDigital Investment Advisors
Kansas
$229K
AB
323
AT Bancorp
Iowa
$228K
BlackRock
324
BlackRock
New York
$225K -$3.29K -29 -1%
RA
325
RFG Advisory
Alabama
$218K +$219K +1,927 New