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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
876
Simplex Trading
Illinois
$3K -$11.5K -83 -76%
SIS
877
Sound Income Strategies
Florida
$2.56K -$38.1K -275 -93%
TFG
878
Team Financial Group
California
$2.38K +$2.49K +18 New
M
879
MOTCO
Texas
$2.23K – – –
PP
880
PFS Partners
New Jersey
$2.08K – – –
CAS
881
Coppell Advisory Solutions
Texas
$2.03K +$2.08K +15 New
MIM
882
Macroview Investment Management
Maryland
$1.84K – – –
DFA
883
DHJJ Financial Advisors
Illinois
$1.83K +$1.94K +14 New
CT
884
Clearstead Trust
Maine
$1.83K +$1.94K +14 New
FA
885
Faithward Advisors
Pennsylvania
$1.69K -$4.02K -29 -69%
FSWA
886
Financial Synergies Wealth Advisors
Texas
$1.65K – – –
AIA
887
Arcadia Investment Advisors
Idaho
$1.44K – – –
MIA
888
Milestone Investment Advisors
Wisconsin
$1.31K – – –
RFG
889
RFP Financial Group
Georgia
$1.27K – – –
GWMIA
890
Global Wealth Management Investment Advisory
Florida
$1.18K -$7.89K -57 -86%
ITIM
891
Indiana Trust & Investment Management
Indiana
$655 +$693 +5 New
BHWM
892
Beaird Harris Wealth Management
Texas
$524 +$554 +4 New
PP
893
Pacifica Partners
Canada
$384 – – –
FIM
894
FWL Investment Management
Texas
$131 +$139 +1 New
TAIM
895
TD Ameritrade Investment Management
Nebraska
– -$122M -881,715 Closed
AA
896
ALPS Advisors
Colorado
– -$14.3M -103,460 Closed
PG
897
Prostatis Group
Maryland
– -$62.6K -61,525 Closed
TA
898
TFB Advisors
Kansas
– -$4.53M -32,760 Closed
EFS
899
Econ Financial Services
Pennsylvania
– -$2.58M -18,642 Closed
TWP
900
Tempus Wealth Planning
California
– -$2.08M -15,055 Closed