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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCA
676
Harpswell Capital Advisors
Maine
$471K +$459K +2,700 New
PTC
677
Private Trust Company
Ohio
$471K
IFPL
678
Investments & Financial Planning LLC
Kentucky
$470K -$19.2K -113 -4%
CA
679
Continuum Advisory
Idaho
$466K +$22.1K +130 +5%
TSW
680
Thompson Siegel & Walmsley
Virginia
$466K -$11.1K -65 -2%
VPP
681
Vertex Planning Partners
Illinois
$465K
TFA
682
TPG Financial Advisors
Oregon
$460K -$6.3K -37 -1%
ESB
683
Essex Savings Bank
Connecticut
$459K -$5.96K -35 -1%
S
684
SignatureFD
Georgia
$455K +$48K +282 +12%
EWP
685
Elevation Wealth Partners
California
$455K +$14.8K +87 +3%
OWA
686
Octavia Wealth Advisors
Ohio
$452K -$38.5K -226 -8%
Deutsche Bank
687
Deutsche Bank
Germany
$443K +$431K +2,535 New
TRCT
688
Tower Research Capital (TRC)
New York
$440K +$385K +2,260 +876%
EBA
689
Eagle Bay Advisors
New York
$439K
RW
690
Rede Wealth
Virginia
$439K +$426K +2,503 New
NAMP
691
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$439K -$59.6K -350 -12%
Bessemer Group
692
Bessemer Group
New Jersey
$436K +$98.2K +577 +30%
FA
693
Fedenia Advisers
Wisconsin
$436K +$425K +2,495 New
Susquehanna International Group
694
Susquehanna International Group
Pennsylvania
$435K -$2.73M -16,059 -87%
EAM
695
Evanson Asset Management
California
$435K +$1.36K +8 +0.3%
FLPIM
696
F.L. Putnam Investment Management
Massachusetts
$433K +$25.2K +148 +6%
GS
697
GWN Securities
Florida
$433K -$409K -2,406 -49%
SW
698
Simplicity Wealth
New Jersey
$431K -$667K -3,922 -61%
BWP
699
Balboa Wealth Partners
Arizona
$430K +$9.02K +53 +2%
USCWA
700
U.S. Capital Wealth Advisors
Texas
$430K -$93.1K -547 -18%