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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
676
HSBC Holdings
United Kingdom
$396K -$408K -2,569 -52%
AWA
677
Arkadios Wealth Advisors
Georgia
$396K -$1.43K -9 -0.4%
FLPIM
678
F.L. Putnam Investment Management
Massachusetts
$393K +$318 +2 +0.1%
WWP
679
WR Wealth Planners
Missouri
$392K -$19.7K -124 -5%
HI
680
Horizon Investments
North Carolina
$389K +$83.8K +527 +29%
PTC
681
Private Trust Company
Ohio
$389K -$28.6K -180 -7%
Russell Investments Group
682
Russell Investments Group
United Kingdom
$388K +$49K +308 +15%
STA
683
Smith Thornton Advisors
Alabama
$385K
D
684
Diversified
Delaware
$382K
DE
685
Diversified Enterprises
Delaware
$382K +$363K +2,281 New
ONSWM
686
Old North State Wealth Management
North Carolina
$382K +$76.6K +482 +27%
GFWA
687
Grey Fox Wealth Advisors
Delaware
$380K -$16.1K -101 -4%
SAM
688
Secure Asset Management
Michigan
$378K +$358K +2,254 New
RRA
689
Round Rock Advisors
Connecticut
$378K -$3.18K -20 -0.9%
AIC
690
Archer Investment Corporation
Indiana
$377K -$182K -1,143 -34%
FTDI
691
First Trust Direct Indexing
Massachusetts
$376K +$4.13K +26 +1%
RA
692
RFG Advisory
Alabama
$375K +$4.29K +27 +1%
FIC
693
Family Investment Center
Missouri
$371K +$7.63K +48 +2%
SC
694
Sierra Capital
Florida
$370K -$483K -3,037 -58%
SIC
695
Sterling Investment Counsel
New York
$368K -$795 -5 -0.2%
BIM
696
Bridges Investment Management
Nebraska
$366K -$636 -4 -0.2%
NF
697
Nikulski Financial
Iowa
$364K -$19.9K -125 -5%
LWP
698
LMG Wealth Partners
Louisiana
$364K +$3.66K +23 +1%
AT
699
American Trust
Kentucky
$362K +$12.7K +80 +4%
DWP
700
Destiny Wealth Partners
Florida
$359K -$1.91K -12 -0.6%