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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
526
Summit Financial Strategies
Ohio
$848K +$8.51K +50 +1%
FNBT
527
FineMark National Bank & Trust
Florida
$847K -$23.8K -140 -3%
Kovitz Investment Group Partners
528
Kovitz Investment Group Partners
Illinois
$845K -$79.6K -468 -9%
IWM
529
IHT Wealth Management
Illinois
$844K -$18.9K -111 -2%
BCM
530
Becker Capital Management
Oregon
$843K -$3.23K -19 -0.4%
KCM
531
Kendall Capital Management
Maryland
$843K -$114K -672 -12%
BI
532
Berkeley Inc
Idaho
$842K -$38.6K -227 -4%
SCM
533
Spreng Capital Management
Ohio
$842K -$16K -94 -2%
CPRC
534
Consolidated Portfolio Review Corp
New York
$841K +$45.3K +266 +6%
SFG
535
SNS Financial Group
Minnesota
$840K
GJIA
536
Glass Jacobson Investment Advisors
Maryland
$833K +$16.2K +95 +2%
FHA
537
Flagship Harbor Advisors
Massachusetts
$833K -$9.7K -57 -1%
HAG
538
HF Advisory Group
Maryland
$832K +$102K +598 +14%
WWA
539
Wingate Wealth Advisors
Massachusetts
$825K
CD
540
Chapin Davis
Maryland
$822K -$6.98K -41 -0.9%
Renaissance Technologies
541
Renaissance Technologies
New York
$821K -$3.15M -18,500 -80%
SG
542
StoneX Group
New York
$820K +$374K +2,201 +89%
FFA
543
Founders Financial Alliance
North Carolina
$816K -$38.1K -224 -5%
GIA
544
Gladstone Institutional Advisory
Florida
$809K +$20.6K +121 +3%
CT
545
Colonial Trust
South Carolina
$807K -$18.9K -111 -2%
GAM
546
Gotham Asset Management
New York
$801K +$151K +887 +24%
CFGA
547
Cambridge Financial Group (Arizona)
Arizona
$797K +$3.06K +18 +0.4%
AllianceBernstein
548
AllianceBernstein
Tennessee
$794K +$114K +669 +17%
FA
549
FDx Advisors
Illinois
$784K -$365K -2,145 -32%
Empower Advisory Group
550
Empower Advisory Group
Colorado
$771K -$68.9K -405 -8%