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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
526
Heartwood Wealth Advisors
Virginia
$983K +$22.1K +126 +2%
TNBTD
527
Trustmark National Bank Trust Department
Mississippi
$978K – – –
AllianceBernstein
528
AllianceBernstein
Tennessee
$975K +$166K +949 +21%
E
529
Entelevest
Florida
$975K +$961K +5,493 New
AWP
530
Astra Wealth Partners
New Jersey
$970K -$281K -1,606 -23%
Caprock Group
531
Caprock Group
Idaho
$968K +$40.8K +233 +4%
Gotham Asset Management
532
Gotham Asset Management
New York
$967K +$151K +864 +19%
Farmers & Merchants Investments Inc
533
Farmers & Merchants Investments Inc
Nebraska
$963K – – –
FS
534
Financial Symmetry
North Carolina
$960K +$948K +5,414 New
RFS
535
Retirement Financial Solutions
Tennessee
$950K +$9.63K +55 +1%
NFW
536
Noble Family Wealth
Florida
$936K -$21.9K -125 -2%
LG
537
LAM Group
Oregon
$936K – – –
Ancora Advisors
538
Ancora Advisors
Ohio
$926K +$175 +1 +0%
SFS
539
Summit Financial Strategies
Ohio
$923K +$60.6K +346 +7%
Legacy Financial Group (Iowa)
540
Legacy Financial Group (Iowa)
Iowa
$909K -$15.1K -86 -2%
RPSA
541
Richard P. Slaughter Associates
Texas
$906K -$36.9K -211 -4%
Empower Advisory Group
542
Empower Advisory Group
Colorado
$905K +$121K +689 +16%
Allspring Global Investments
543
Allspring Global Investments
North Carolina
$905K +$698K +3,990 +374%
XPN
544
XY Planning Network
Montana
$901K +$167K +953 +23%
Forvis Mazars Wealth Advisors
545
Forvis Mazars Wealth Advisors
Missouri
$890K +$22.4K +128 +3%
LWL
546
Leo Wealth LLC
Texas
$889K +$877K +5,011 New
HAG
547
HF Advisory Group
Maryland
$885K +$39K +223 +5%
CFGA
548
Cambridge Financial Group (Arizona)
Arizona
$883K +$89.8K +513 +11%
FCA
549
Fortis Capital Advisors
Kansas
$882K -$21K -120 -2%
WMA
550
William Mack & Associates
Michigan
$882K -$43.1K -246 -5%