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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
676
Tyche Wealth Partners
Texas
$351K +$325K +2,420 New
NEPWA
677
New England Private Wealth Advisors
Massachusetts
$350K +$324K +2,416 New
SCG
678
Sonata Capital Group
Washington
$348K – – –
DI
679
DFPG Investments
Utah
$345K +$13.6K +101 +4%
SIC
680
Salem Investment Counselors
North Carolina
$344K -$105K -780 -25%
AL
681
ACAS LLC
California
$344K -$453K -3,372 -59%
GFWA
682
Grey Fox Wealth Advisors
Delaware
$336K +$25.3K +188 +9%
RRA
683
Round Rock Advisors
Connecticut
$335K – – –
CA
684
Clearstead Advisors
Ohio
$334K -$20.7K -154 -6%
PMFA
685
Plante Moran Financial Advisors
Michigan
$331K – – –
AFG
686
AFS Financial Group
Maryland
$323K -$326K -2,427 -52%
TSS
687
Two Sigma Securities
New York
$322K -$202K -1,507 -40%
HIA
688
HTG Investment Advisors
Connecticut
$322K +$2.28K +17 +0.8%
BFA
689
Buttonwood Financial Advisors
Maryland
$320K +$297K +2,209 New
D
690
Diversified
Delaware
$320K +$18.1K +135 +7%
CIA
691
Compass Ion Advisors
Pennsylvania
$320K -$4.43K -33 -1%
VF
692
VitalStone Financial
Texas
$318K -$110K -816 -27%
CAMG
693
CWA Asset Management Group
Florida
$318K +$4.7K +35 +2%
HSBC Holdings
694
HSBC Holdings
United Kingdom
$315K +$40.6K +302 +16%
LWP
695
LMG Wealth Partners
Louisiana
$312K -$40.3K -300 -12%
SL
696
Salomon & Ludwin
Virginia
$308K – – –
DWP
697
Destiny Wealth Partners
Florida
$307K -$11.4K -85 -4%
LFA
698
LGT Financial Advisors
Texas
$306K -$91.7K -683 -24%
PTC
699
Private Trust Company
Ohio
$304K -$109K -810 -28%
WPP
700
Whalerock Point Partners
Rhode Island
$304K -$57.1K -425 -17%