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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MW
526
Members Wealth
Pennsylvania
$1.11M +$76.8K +397 +8%
DI
527
DDFG Inc
California
$1.11M -$30K -155 -3%
IWA
528
IBEX Wealth Advisors
New Jersey
$1.1M -$27.7K -143 -2%
HB
529
Horizon Bancorp
Indiana
$1.1M -$25.3K -131 -2%
AWP
530
Astra Wealth Partners
New Jersey
$1.1M +$23.4K +121 +2%
M&T Bank
531
M&T Bank
New York
$1.09M – – –
CFG
532
Citizens Financial Group
Rhode Island
$1.09M +$8.13K +42 +0.8%
FS
533
Financial Symmetry
North Carolina
$1.09M +$5.03K +26 +0.5%
WH
534
Willner & Heller
California
$1.09M +$2.9K +15 +0.3%
NF
535
Napier Financial
Massachusetts
$1.08M -$2.32K -12 -0.2%
ORC
536
O'Rourke & Company
Massachusetts
$1.07M -$6.58K -34 -0.6%
TNBTD
537
Trustmark National Bank Trust Department
Mississippi
$1.07M -$107K -554 -9%
FA
538
FC Advisory
Pennsylvania
$1.06M -$41.6K -215 -4%
FNBOO
539
First National Bank of Omaha
Nebraska
$1.06M – – –
NF
540
Nvest Financial
New Hampshire
$1.05M +$1.03M +5,318 New
IWM
541
IHT Wealth Management
Illinois
$1.05M -$45.9K -237 -4%
SAM
542
Synergy Asset Management
Washington
$1.05M -$106K -550 -9%
TPCW
543
TD Private Client Wealth
New York
$1.04M -$131K -679 -11%
LG
544
LAM Group
Oregon
$1.04M – – –
RFS
545
Retirement Financial Solutions
Tennessee
$1.04M -$22.8K -118 -2%
Bessemer Group
546
Bessemer Group
New Jersey
$1.02M +$530K +2,739 +112%
FMII
547
Farmers & Merchants Investments Inc
Nebraska
$1.02M -$82.2K -425 -8%
XPN
548
XY Planning Network
Montana
$1.02M +$6.96K +36 +0.7%
CWM
549
Carolina Wealth Management
North Carolina
$1.01M +$994K +5,136 New
RFP
550
Root Financial Partners
California
$1.01M +$334K +1,727 +51%