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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
501
Creative Financial Designs
Indiana
$1.31M +$929K +4,800 +263%
JWA
502
JFS Wealth Advisors
Pennsylvania
$1.31M +$387 +2 +0%
AT
503
American Trust
Kentucky
$1.3M +$13.5K +70 +1%
WTC
504
WhitTier Trust Company
Nevada
$1.29M
MFG
505
Magnus Financial Group
New York
$1.29M +$25.5K +132 +2%
AL
506
ARWA LLC
Texas
$1.27M -$400K -2,070 -25%
CAM
507
Cozad Asset Management
Illinois
$1.26M +$14.1K +73 +1%
CFA
508
Cahill Financial Advisors
Minnesota
$1.25M +$9.29K +48 +0.8%
FHA
509
Flagship Harbor Advisors
Massachusetts
$1.25M +$41.8K +216 +4%
NFP
510
Narus Financial Partners
Utah
$1.25M +$29.8K +154 +2%
GPA
511
Guidance Point Advisors
Massachusetts
$1.24M
ST
512
Smithfield Trust
Pennsylvania
$1.24M +$2.52K +13 +0.2%
RWM
513
Ritholtz Wealth Management
New York
$1.22M -$3.48K -18 -0.3%
RA
514
Rockingstone Advisors
Massachusetts
$1.2M
OC
515
Opinicus Capital
Florida
$1.19M -$6K -31 -0.5%
AOWM
516
Asset One Wealth Management
Washington
$1.18M +$15.3K +79 +1%
STA
517
Summit Trail Advisors
New York
$1.18M -$193 -1 -0%
YIH
518
Y-Intercept (HK)
Hong Kong
$1.18M +$113K +584 +11%
Neuberger Berman Group
519
Neuberger Berman Group
New York
$1.17M
ACM
520
Advisors Capital Management
New Jersey
$1.17M +$584K +3,019 +105%
OCA
521
OpenArc Corporate Advisory
Georgia
$1.15M +$26.9K +139 +2%
TFS
522
Thoroughbred Financial Services
Tennessee
$1.14M -$27.9K -144 -2%
BCIM
523
Bishop & Co Investment Management
Pennsylvania
$1.13M
PFM
524
Phillips Financial Management
Indiana
$1.12M -$827K -4,274 -43%
MW
525
Members Wealth
Pennsylvania
$1.11M +$76.8K +397 +8%