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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
501
Realta Investment Advisors
Delaware
$2K +$1.47K +14 New
SFA
502
Stewardship Financial Advisors
Georgia
$2K +$1.47K +14 New
WAS
503
WESPAC Advisors SoCal
California
$2K +$2.21K +21 New
IRC
504
Investors Research Corp
Georgia
$1K +$630 +6 New
LA
505
Legacy Advisors
Pennsylvania
$1K +$840 +8 New
SGAM
506
Stephens Group Asset Management
Arkansas
-$13.2M -138,535 Closed
CC
507
Claybrook Capital
Massachusetts
-$11.7M -122,651 Closed
RFO
508
RiverGlades Family Offices
Florida
-$2.02M -21,248 Closed
KCM
509
Kennedy Capital Management
Missouri
-$1.54M -16,219 Closed
TA
510
TCG Advisors
Texas
-$1.52M -15,952 Closed
NI
511
Nuance Investments
Missouri
-$1.42M -14,849 Closed
VF
512
Virtu Financial
New York
-$906K -9,507 Closed
Citadel Advisors
513
Citadel Advisors
Florida
-$884K -9,283 Closed
TRCT
514
Tower Research Capital (TRC)
New York
-$843K -8,853 Closed
PS
515
Portfolio Solutions
Michigan
-$727K -7,633 Closed
HFS
516
Howard Financial Services
Texas
-$717K -7,527 Closed
CGL
517
Clarius Group LLC
Washington
-$316K -3,319 Closed
BIAS
518
Beacon Investment Advisory Services
New Jersey
-$286K -3,000 Closed
SCM
519
Sterling Capital Management
North Carolina
-$274K -2,873 Closed
RIG
520
Roosevelt Investment Group
New York
-$220K -2,307 Closed
BAM
521
Belpointe Asset Management
Nevada
-$216K -2,265 Closed
MAM
522
Meeder Asset Management
Ohio
-$213K -2,237 Closed
Chevy Chase Trust
523
Chevy Chase Trust
Maryland
-$106K -1,116 Closed
KCM
524
Karp Capital Management
California
-$86K -900 Closed
PCIA
525
Prime Capital Investment Advisors
Kansas
-$68K -717 Closed