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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
451
Reilly Financial Advisors
California
$118K +$65.5K +647 +124%
AA
452
Ancora Advisors
Ohio
$114K
GWM
453
Geneos Wealth Management
Colorado
$114K +$608 +6 +0.5%
CCM
454
Cribstone Capital Management
Maine
$112K +$5.27K +52 +5%
BAM
455
Belpointe Asset Management
Nevada
$110K -$1.52K -15 -1%
SBL
456
Sargent Bickham Lagudis
Colorado
$107K
S
457
SignatureFD
Georgia
$105K -$5.77K -57 -5%
LB
458
Legacy Bridge
Iowa
$102K -$7.6K -75 -7%
BAMG
459
Brand Asset Management Group
Missouri
$100K
CA
460
Clearstead Advisors
Ohio
$100K
JGIA
461
Jackson Grant Investment Advisers
Connecticut
$97K +$1.32K +13 +1%
FPB
462
First PREMIER Bank
South Dakota
$96K
NSIM
463
North Star Investment Management
Illinois
$96K +$304 +3 +0.3%
TF
464
TimeScale Financial
Massachusetts
$95K +$608 +6 +0.6%
CFA
465
Carroll Financial Associates
North Carolina
$93K +$3.65K +36 +4%
CFD
466
Creative Financial Designs
Indiana
$93K +$26.8K +265 +41%
PMFA
467
Plante Moran Financial Advisors
Michigan
$88K +$1.93K +19 +2%
FP
468
Financial Perspectives
Minnesota
$82.1K
FFA
469
Founders Financial Alliance
North Carolina
$82K +$81.2K +802 New
1IA
470
1834 Investment Advisors
Wisconsin
$74K +$16.3K +161 +28%
BWM
471
Baystate Wealth Management
Massachusetts
$73K +$506 +5 +0.7%
CCM
472
Covington Capital Management
California
$71K -$14.2K -140 -17%
IFA
473
Interactive Financial Advisors
Illinois
$70K +$3.95K +39 +6%
Simplex Trading
474
Simplex Trading
Illinois
$68K +$68.8K +679 New
MPCG
475
Matrix Private Capital Group
New York
$67K -$15.9K -157 -19%