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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFS
151
Ifrah Financial Services
Arkansas
$3.43M -$31K -277 -1%
CAG
152
Compass Advisory Group
New York
$3.41M +$3.21M +28,665 New
MRC
153
Millburn Ridgefield Corp
New York
$3.4M +$20.4K +182 +0.6%
DADC
154
D.A. Davidson & Co
Montana
$3.38M +$84.1K +751 +3%
FUBT
155
First United Bank & Trust
Maryland
$3.31M +$860K +7,676 +38%
GP
156
Girard Partners
Pennsylvania
$3.29M -$116K -1,039 -4%
CS
157
Credit Suisse
Switzerland
$3.23M +$401K +3,580 +15%
APP
158
Avantax Planning Partners
Iowa
$3.21M -$1.28M -11,421 -30%
NC
159
NovaPoint Capital
Georgia
$3.21M +$660K +5,895 +28%
SFM
160
Signet Financial Management
New Jersey
$3.15M -$37.4K -334 -1%
MA
161
MUFG Americas
New York
$3.13M +$379K +3,382 +15%
SPC
162
Sigma Planning Corp
Michigan
$3.11M +$6.72K +60 +0.2%
AI
163
Atria Investments
North Carolina
$3.08M -$11.1K -99 -0.4%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$3.06M
JFA
165
Johanson Financial Advisors
California
$2.96M +$44.1K +394 +2%
IHWM
166
Iron Horse Wealth Management
Iowa
$2.88M +$2.71M +24,192 New
HIA
167
Harbor Investment Advisory
Maryland
$2.86M +$43.2K +386 +2%
NNP
168
Nachman Norwood & Parrott
South Carolina
$2.85M +$7.28K +65 +0.3%
ATPW
169
Ashton Thomas Private Wealth
Arizona
$2.83M +$135K +1,204 +5%
FCI
170
Financial Counselors Inc
Kansas
$2.82M +$416K +3,713 +19%
SPIA
171
Steward Partners Investment Advisory
New York
$2.8M +$2.15M +19,159 +440%
MAFM
172
Mid Atlantic Financial Management
Pennsylvania
$2.72M -$143K -1,281 -5%
ML
173
McAdam LLC
Pennsylvania
$2.71M +$2.26M +20,208 +1,020%
Citigroup
174
Citigroup
New York
$2.65M +$1.37M +12,233 +122%
HB
175
Homrich & Berg
Georgia
$2.62M -$5.26K -47 -0.2%