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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFA
426
Index Fund Advisors
California
$737K -$975K -7,200 -54%
EP
427
Eudaimonia Partners
Tennessee
$731K +$812K +6,000 New
WFPG
428
Waller Financial Planning Group
Ohio
$730K +$47.4K +350 +6%
FOA
429
Five Oceans Advisors
California
$728K +$2.44K +18 +0.3%
CBFP
430
Cedar Brook Financial Partners
Ohio
$727K +$12.9K +95 +2%
GPA
431
Guidance Point Advisors
Massachusetts
$712K +$4.47K +33 +0.6%
MW
432
Marcum Wealth
Ohio
$710K -$190K -1,407 -19%
SCA
433
Spearhead Capital Advisors
Florida
$704K -$15M -111,158 -95%
GRP
434
Global Retirement Partners
California
$702K +$114K +842 +19%
CHC
435
City Holding Co
West Virginia
$697K +$1.49K +11 +0.2%
Millennium Management
436
Millennium Management
New York
$687K +$764K +5,644 New
CAG
437
Csenge Advisory Group
Florida
$674K -$337K -2,493 -31%
PFO
438
Pathstone Family Office
New Jersey
$672K +$746K +5,514 New
DAS
439
Dynamic Advisor Solutions
Arizona
$668K -$165K -1,220 -18%
SFP
440
Strategic Financial Partners
Oregon
$668K -$85.7K -633 -10%
Koshinski Asset Management
441
Koshinski Asset Management
Illinois
$665K -$21.5K -159 -3%
BCA
442
Bay Colony Advisors
Massachusetts
$663K +$677 +5 +0.1%
HWA
443
Heartwood Wealth Advisors
Virginia
$660K
FA
444
FDx Advisors
Illinois
$659K -$171K -1,261 -19%
EBA
445
Eagle Bay Advisors
New York
$654K -$7.85K -58 -1%
RCA
446
Rex Capital Advisors
Rhode Island
$654K
FIBT
447
First International Bank & Trust
North Dakota
$643K -$8.12K -60 -1%
CHA
448
Carmichael Hill & Associates
Maryland
$640K -$30.2K -223 -4%
VCA
449
Verdence Capital Advisors
Maryland
$625K +$2.98K +22 +0.4%
BEAM
450
Baker Ellis Asset Management
Washington
$625K +$37.2K +275 +6%