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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UFA
501
US Financial Advisors
Massachusetts
$891K +$7.08K +42 +0.8%
CW
502
CreativeOne Wealth
Kansas
$886K +$53.1K +315 +6%
NFW
503
Noble Family Wealth
Florida
$883K -$187K -1,106 -17%
HWA
504
Heartwood Wealth Advisors
Virginia
$876K
GIA
505
GHP Investment Advisors
Colorado
$874K +$7.93K +47 +0.9%
FF
506
Friday Financial
Iowa
$868K +$905K +5,366 New
SIMC
507
Squire Investment Management Company
Utah
$867K +$124K +735 +16%
VP
508
Verisail Partners
Georgia
$866K +$903K +5,355 New
LWL
509
Leo Wealth LLC
Texas
$863K -$11.5K -68 -1%
KA
510
Kovack Advisors
Florida
$860K -$9.11K -54 -1%
GJIA
511
Glass Jacobson Investment Advisors
Maryland
$859K +$88.4K +524 +11%
CFG
512
Citizens Financial Group
Rhode Island
$858K +$5.4K +32 +0.6%
CCB
513
Country Club Bank
Missouri
$858K
AWA
514
Aaron Wealth Advisors
Illinois
$857K
CA
515
Clearstead Advisors
Ohio
$856K -$5.4K -32 -0.6%
MWM
516
Modern Wealth Management
Kansas
$855K +$48.4K +287 +6%
GIA
517
Gladstone Institutional Advisory
Florida
$854K -$45.7K -271 -5%
CFGA
518
Cambridge Financial Group (Arizona)
Arizona
$854K +$155K +916 +21%
LG
519
LAM Group
Oregon
$853K
RFS
520
Retirement Financial Solutions
Tennessee
$848K +$5.4K +32 +0.6%
FA
521
FC Advisory
Pennsylvania
$837K -$37.4K -222 -4%
CCC
522
Compass Capital Corp
Massachusetts
$837K +$865K +5,130 New
EFS
523
Essex Financial Services
Connecticut
$836K +$6.24K +37 +0.7%
BRWA
524
B. Riley Wealth Advisors
Florida
$834K +$2.53K +15 +0.3%
Legacy Financial Group (Iowa)
525
Legacy Financial Group (Iowa)
Iowa
$830K +$866K +5,132 New