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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
976
Hantz Financial Services
Michigan
$235K +$69.8K +361 +44%
LFA
977
Level Financial Advisors
New York
$234K +$193 +1 +0.1%
OWP
978
Obermeyer Wealth Partners
Colorado
$233K +$228K +1,177 New
PHS
979
Pekin Hardy Strauss
Illinois
$233K -$1.94K -10 -0.8%
MAG
980
Mayfair Advisory Group
Alabama
$232K -$7.74K -40 -3%
CWM
981
Cahaba Wealth Management
Georgia
$231K +$193 +1 +0.1%
CA
982
CGN Advisors
Kansas
$231K -$3.29K -17 -1%
AWA
983
Aaron Wealth Advisors
Illinois
$231K -$4.26K -22 -2%
BFS
984
Bradley Foster & Sargent
Connecticut
$227K
NDSI
985
Newman Dignan & Sheerar Inc
Rhode Island
$227K +$580 +3 +0.3%
FFP
986
Freedom Financial Partners
Minnesota
$226K -$5.42K -28 -2%
ADL
987
Asset Dedication LLC
California
$225K +$107K +555 +95%
FWM
988
FFT Wealth Management
Pennsylvania
$225K
CPWA
989
Cerro Pacific Wealth Advisors
California
$225K +$220K +1,138 New
CNBT
990
Cornerstone National Bank & Trust
Illinois
$225K
AWP
991
Axis Wealth Partners
Rhode Island
$224K +$219K +1,134 New
SIC
992
Sigma Investment Counselors
Michigan
$223K -$967 -5 -0.4%
MA
993
Montag & Associates
Georgia
$223K
SCM
994
Saxony Capital Management
Missouri
$223K
ACM
995
Allred Capital Management
Texas
$223K
FFA
996
Florida Financial Advisors
Florida
$223K -$69.1K -357 -24%
RWM
997
Rockwood Wealth Management
Pennsylvania
$221K -$193 -1 -0.1%
UPS
998
UHLMANN PRICE SECURITIES
Illinois
$221K +$216K +1,118 New
Fisher Asset Management
999
Fisher Asset Management
Washington
$221K -$164K -848 -43%
RWM
1000
Rialto Wealth Management
New York
$219K -$5.8K -30 -3%