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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCIA
551
Jackson Creek Investment Advisors
Colorado
$371K +$39.9K +272 +12%
TFS
552
Thoroughbred Financial Services
Tennessee
$366K +$147 +1 +0%
HIP
553
HUB Investment Partners
Texas
$366K +$1.91K +13 +0.5%
EA
554
Eudaimonia Advisors
Tennessee
$366K +$357K +2,432 New
FNT
555
First National Trust
Pennsylvania
$362K +$21.3K +145 +6%
MW
556
Milestone Wealth
New York
$360K +$351K +2,392 New
JCM
557
Jacobi Capital Management
Pennsylvania
$357K +$14.8K +101 +4%
SFI
558
SPC Financial Inc
Maryland
$350K -$1.18K -8 -0.3%
BEAM
559
Baker Ellis Asset Management
Washington
$347K
SWPG
560
Strategic Wealth Partners Group
Illinois
$343K -$83.8K -571 -20%
FCM
561
Fourpath Capital Management
Oklahoma
$343K +$335K +2,282 New
OA
562
Oxbow Advisors
Texas
$341K -$3.96K -27 -1%
WSTAM
563
Wilbanks Smith & Thomas Asset Management
Virginia
$340K
IPW
564
Intergy Private Wealth
Colorado
$340K +$332K +2,259 New
MAG
565
Mayfair Advisory Group
Alabama
$339K
HPWM
566
High Pines Wealth Management
Massachusetts
$337K -$10.4K -71 -3%
FMWA
567
Forvis Mazars Wealth Advisors
Missouri
$332K
SAM
568
Seelaus Asset Management
New Jersey
$331K +$1.61K +11 +0.5%
PFA
569
Professional Financial Advisors
Nebraska
$330K +$22.6K +154 +8%
PL
570
Plancorp LLC
Missouri
$326K +$18.5K +126 +6%
AllianceBernstein
571
AllianceBernstein
Tennessee
$325K +$317K +2,159 New
TF
572
Theory Financial
Colorado
$324K +$317K +2,157 New
VBWMG
573
Von Berge Wealth Management Group
California
$324K +$326K +2,218 New
FFMBT
574
First Farmers & Merchants Bank Trust
Tennessee
$323K +$316K +2,150 New
PG
575
Prostatis Group
Maryland
$322K -$120K -814 -28%