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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CI
126
CX Institutional
Indiana
$3.06M +$265K +2,885 +10%
GP
127
Girard Partners
Pennsylvania
$3.04M -$372K -4,062 -11%
SB
128
Simmons Bank
Arkansas
$2.94M +$94.9K +1,035 +3%
RIA
129
Regal Investment Advisors
Michigan
$2.91M +$784K +8,555 +39%
HA
130
HYA Advisors
Missouri
$2.89M +$528K +5,755 +24%
IFS
131
Ifrah Financial Services
Arkansas
$2.82M -$70.5K -769 -3%
MRC
132
Millburn Ridgefield Corp
New York
$2.7M +$17.8K +194 +0.7%
SFM
133
Signet Financial Management
New Jersey
$2.7M +$83.7K +913 +4%
AI
134
Atria Investments
North Carolina
$2.62M +$2.51M +27,366 New
DADC
135
D.A. Davidson & Co
Montana
$2.6M -$870K -9,491 -26%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$2.59M -$203K -2,211 -8%
BWA
137
BDO Wealth Advisors
Florida
$2.55M +$395K +4,304 +19%
SPC
138
Sigma Planning Corp
Michigan
$2.53M -$143K -1,558 -6%
MFW
139
Mosaic Family Wealth
Missouri
$2.52M +$134K +1,456 +6%
MAFM
140
Mid Atlantic Financial Management
Pennsylvania
$2.43M -$37.8K -412 -2%
HF
141
HRT Financial
New York
$2.42M +$2.32M +25,317 New
JFA
142
Johanson Financial Advisors
California
$2.39M -$1.98M -21,642 -46%
MA
143
MUFG Americas
New York
$2.38M -$971K -10,594 -30%
WDL
144
Well Done LLC
Michigan
$2.33M -$667K -7,273 -23%
NNP
145
Nachman Norwood & Parrott
South Carolina
$2.32M -$245K -2,667 -10%
TPCW
146
TD Private Client Wealth
New York
$2.3M -$13K -142 -0.6%
PAS
147
Park Avenue Securities
New York
$2.29M +$2.19M +23,892 New
CS
148
Credit Suisse
Switzerland
$2.26M +$200K +2,186 +10%
WLIM
149
White Lighthouse Investment Management
Massachusetts
$2.17M -$632K -6,890 -23%
BOH
150
Bank of Hawaii
Hawaii
$2.12M +$409K +4,458 +25%