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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFO
126
Stokes Family Office
Louisiana
$3.13M -$291K -2,869 -9%
SB
127
Simmons Bank
Arkansas
$3.08M -$36K -355 -1%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$3.06M
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$3.04M +$306K +3,023 +11%
RRC
130
Relaxing Retirement Coach
Massachusetts
$2.95M -$1.01M -9,942 -25%
IFS
131
Ifrah Financial Services
Arkansas
$2.95M -$40.8K -403 -1%
GP
132
Girard Partners
Pennsylvania
$2.91M -$310K -3,056 -10%
MRC
133
Millburn Ridgefield Corp
New York
$2.88M +$17.8K +176 +0.6%
SFM
134
Signet Financial Management
New Jersey
$2.83M +$96.6K +954 +4%
DADC
135
D.A. Davidson & Co
Montana
$2.8M +$45.7K +451 +2%
CWAG
136
Compton Wealth Advisory Group
Virginia
$2.78M +$2.36M +23,315 +566%
MAFM
137
Mid Atlantic Financial Management
Pennsylvania
$2.71M -$126K -1,247 -5%
SPC
138
Sigma Planning Corp
Michigan
$2.64M -$33.9K -335 -1%
AI
139
Atria Investments
North Carolina
$2.64M -$136K -1,341 -5%
JFA
140
Johanson Financial Advisors
California
$2.56M -$48.5K -479 -2%
PAS
141
Park Avenue Securities
New York
$2.49M +$66.8K +659 +3%
EWA
142
EP Wealth Advisors
California
$2.48M -$1.68M -16,627 -40%
BF
143
BOK Financial
Oklahoma
$2.45M +$343K +3,386 +16%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$2.44M +$2.44M +24,056 New
NNP
145
Nachman Norwood & Parrott
South Carolina
$2.42M -$34K -336 -1%
TPCW
146
TD Private Client Wealth
New York
$2.4M -$35.8K -353 -1%
HIA
147
Harbor Investment Advisory
Maryland
$2.4M +$200K +1,972 +9%
WDL
148
Well Done LLC
Michigan
$2.39M -$73.2K -723 -3%
CS
149
Credit Suisse
Switzerland
$2.39M
MA
150
MUFG Americas
New York
$2.33M -$199K -1,967 -8%