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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1076
Raffa Wealth Management
District of Columbia
$52.3K +$525 +3 +1%
FG
1077
Fairman Group
Pennsylvania
$50.2K +$175 +1 +0.4%
CIA
1078
Cape Investment Advisory
Georgia
$49.7K +$37.6K +215 +331%
EB
1079
Eastern Bank
Massachusetts
$48.2K +$47.6K +272 New
AWMA
1080
Arbor Wealth Management (Arizona)
Arizona
$48.2K +$47.6K +272 New
EF
1081
Entrust Financial
Pennsylvania
$47.1K +$46.4K +265 New
AWM
1082
Angeles Wealth Management
California
$46.8K -$21.9K -125 -32%
BFS
1083
Beacon Financial Strategies
North Carolina
$45.8K +$45.2K +258 New
A
1084
Allianz
Germany
$42K – – –
BWM
1085
Bullock Wealth Management
Indiana
$41.3K +$175 +1 +0.4%
EAM
1086
Eukles Asset Management
Ohio
$41K – – –
CJ
1087
Caitlin John
Michigan
$40.1K +$350 +2 +0.9%
JHCP
1088
Jackson Hole Capital Partners
Oklahoma
$39.7K – – –
HC
1089
Hurley Capital
New York
$39.5K +$525 +3 +1%
MAM
1090
Marquette Asset Management
Minnesota
$38.8K – – –
WFA
1091
West Financial Advisors
Iowa
$38.7K – – –
AF
1092
Align Financial
Minnesota
$38.7K +$6.77M +38,667 New
CFM
1093
Cornerstone Financial Management
Massachusetts
$38.5K +$38K +217 New
TCM
1094
Triumph Capital Management
Colorado
$36.7K +$36.2K +207 New
SS
1095
SBI Securities
Japan
$36K – – –
TF
1096
Tompkins Financial
New York
$35.5K – – –
HIC
1097
Hamrick Investment Counsel
Washington
$35.5K +$35K +200 New
WBC
1098
West Branch Capital
Massachusetts
$34.4K – – –
CBT
1099
Crews Bank & Trust
Florida
$33K +$26.3K +150 +417%
SEP
1100
Signature Equity Partners
Ohio
$32.6K +$32.2K +184 New