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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
351
Susquehanna International Group
Pennsylvania
$1.23M +$867K +5,906 +256%
KWP
352
Keystone Wealth Partners
Arizona
$1.23M +$1.2M +8,156 New
WI
353
WrapManager Inc
California
$1.21M +$19.2K +131 +2%
BAM
354
Belpointe Asset Management
Nevada
$1.21M -$69.8K -475 -6%
FNBOMD
355
First National Bank of Mount Dora
Florida
$1.2M – – –
TI
356
Truepoint Inc
Ohio
$1.19M +$6.9K +47 +0.6%
WWM
357
Windsor Wealth Management
Indiana
$1.19M +$441 +3 +0%
SS
358
Simplicity Solutions
Minnesota
$1.19M -$6.75K -46 -0.6%
AIM
359
Acropolis Investment Management
Missouri
$1.18M +$4.7K +32 +0.4%
IF
360
Intrua Financial
Texas
$1.17M +$183K +1,249 +19%
HIS
361
Horizon Investment Services
Indiana
$1.14M +$45.5K +310 +4%
CL
362
Choreo LLC
Illinois
$1.13M -$48.8K -332 -4%
WCM
363
Windham Capital Management
Massachusetts
$1.13M – – –
RIM
364
Rockbridge Investment Management
New York
$1.13M +$1.61K +11 +0.1%
IA
365
IFP Advisors
Florida
$1.11M -$482K -3,281 -31%
CAL
366
Capital Advisors Ltd
Ohio
$1.11M – – –
PCA
367
Personal Capital Advisors
California
$1.09M +$139K +949 +14%
Brown Advisory
368
Brown Advisory
Maryland
$1.09M -$43.5K -296 -4%
B
369
Bridgeworth
Alabama
$1.09M -$24.8K -169 -2%
AIFAIM
370
American Institute for Advanced Investment Management
Arizona
$1.07M -$2.35K -16 -0.2%
QCM
371
Quest Capital Management
Texas
$1.07M +$3.67K +25 +0.4%
AMM
372
American Money Management
California
$1.07M -$66.1K -450 -6%
FANJ
373
Financial Architects (New Jersey)
New Jersey
$1.06M – – –
CWM
374
Collaborative Wealth Management
Florida
$1.06M +$1.04M +7,049 New
Financial Engines Advisors
375
Financial Engines Advisors
California
$1.05M -$33.9K -231 -3%