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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPCG
551
Matrix Private Capital Group
New York
$78K – – –
MRCM
552
M&R Capital Management
New Jersey
$73K – – –
HI
553
Human Investing
Oregon
$73K +$68.8K +614 New
CL
554
COWA LLC
Oklahoma
$72K +$67.5K +603 New
BFG
555
Baron Financial Group
New Jersey
$71.4K -$5.6K -50 -8%
FMII
556
Farmers & Merchants Investments Inc
Nebraska
$70K – – –
RG
557
Retirement Group
California
$67K +$2.24K +20 +4%
PFBT
558
Parkside Financial Bank & Trust
Missouri
$66K -$3.14K -28 -5%
BEI
559
Benjamin Edwards Inc
Missouri
$63K +$4.93K +44 +9%
BW
560
Bison Wealth
Georgia
$62K +$6.27K +56 +12%
BWM
561
BerganKDV Wealth Management
Minnesota
$52K – – –
HDIM
562
Hanson & Doremus Investment Management
Vermont
$52K – – –
DWM
563
Defined Wealth Management
Oregon
$52K +$48.6K +434 New
FHC
564
First Horizon Corporation
Tennessee
$51K +$39.4K +352 +419%
CPWM
565
Cypress Point Wealth Management
Texas
$48K +$44.8K +400 New
BlackRock
566
BlackRock
New York
$47K -$22.1K -197 -33%
MF
567
Manchester Financial
California
$47K – – –
IFA
568
Interactive Financial Advisors
Illinois
$45K -$35.2K -314 -45%
CB
569
Community Bank
New York
$42K – – –
CFN
570
Cordasco Financial Network
Florida
$42K – – –
SFS
571
Sowell Financial Services
Arkansas
$42K +$8.29K +74 +26%
LFG
572
Larson Financial Group
Missouri
$42K +$8.4K +75 +27%
GEA
573
Glen Eagle Advisors
New Jersey
$38.4K – – –
EP
574
Eudaimonia Partners
Tennessee
$38K – – –
HFA
575
HC Financial Advisors
California
$38K – – –