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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SLA
551
Silver Lake Advisory
Utah
$372K +$363K +2,472 New
RRA
552
Round Rock Advisors
Connecticut
$372K +$364K +2,477 New
SCA
553
Snowden Capital Advisors
New York
$371K -$7.2K -49 -2%
JCIA
554
Jackson Creek Investment Advisors
Colorado
$371K +$39.9K +272 +12%
TFS
555
Thoroughbred Financial Services
Tennessee
$366K +$147 +1 +0%
HIP
556
HUB Investment Partners
Texas
$366K +$1.91K +13 +0.5%
EA
557
Eudaimonia Advisors
Tennessee
$366K +$357K +2,432 New
FNT
558
First National Trust
Pennsylvania
$362K +$21.3K +145 +6%
MW
559
Milestone Wealth
New York
$360K +$351K +2,392 New
JCM
560
Jacobi Capital Management
Pennsylvania
$357K +$14.8K +101 +4%
SFI
561
SPC Financial Inc
Maryland
$350K -$1.18K -8 -0.3%
BEAM
562
Baker Ellis Asset Management
Washington
$347K – – –
SWPG
563
Strategic Wealth Partners Group
Illinois
$343K -$83.8K -571 -20%
FCM
564
Fourpath Capital Management
Oklahoma
$343K +$335K +2,282 New
OA
565
Oxbow Advisors
Texas
$341K -$3.96K -27 -1%
WSTAM
566
Wilbanks Smith & Thomas Asset Management
Virginia
$340K – – –
IPW
567
Intergy Private Wealth
Colorado
$340K +$332K +2,259 New
MAG
568
Mayfair Advisory Group
Alabama
$339K – – –
HPWM
569
High Pines Wealth Management
Massachusetts
$337K -$10.4K -71 -3%
FMWA
570
Forvis Mazars Wealth Advisors
Missouri
$332K – – –
SAM
571
Seelaus Asset Management
New Jersey
$331K +$1.61K +11 +0.5%
PFA
572
Professional Financial Advisors
Nebraska
$330K +$22.6K +154 +8%
BBHC
573
Brown Brothers Harriman & Co
New York
$328K +$67.5K +460 +27%
PL
574
Plancorp LLC
Missouri
$326K +$18.5K +126 +6%
AllianceBernstein
575
AllianceBernstein
Tennessee
$325K +$317K +2,159 New