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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
151
Checchi Capital Advisers
California
$4.22M +$2.84M +22,213 +245%
SWA
152
Stratos Wealth Advisors
Ohio
$4.19M +$268K +2,096 +7%
ZC
153
Zeit Capital
Colorado
$4.18M -$64.9K -507 -2%
RWA
154
Redhawk Wealth Advisors
Minnesota
$4.15M -$1.03M -8,011 -21%
NC
155
NovaPoint Capital
Georgia
$4.08M +$418K +3,268 +12%
SB
156
Simmons Bank
Arkansas
$4.07M +$80.4K +628 +2%
SIA
157
Strategic Investment Advisors
Michigan
$3.98M +$52.6K +411 +1%
AI
158
Atria Investments
North Carolina
$3.9M +$386K +3,014 +12%
SFO
159
Stokes Family Office
Louisiana
$3.81M -$315K -2,460 -8%
ATPW
160
Ashton Thomas Private Wealth
Arizona
$3.79M +$553K +4,319 +18%
SPC
161
Sigma Planning Corp
Michigan
$3.74M +$207K +1,614 +6%
IFS
162
Ifrah Financial Services
Arkansas
$3.71M -$165K -1,289 -4%
EWA
163
EP Wealth Advisors
California
$3.66M +$3M +23,441 +639%
GP
164
Girard Partners
Pennsylvania
$3.59M -$133K -1,036 -4%
APP
165
Avantax Planning Partners
Iowa
$3.59M -$50.6K -395 -1%
SI
166
Stephens Inc
Arkansas
$3.52M +$1.21M +9,461 +57%
JFA
167
Johanson Financial Advisors
California
$3.51M +$76.7K +599 +2%
BSB
168
Bangor Savings Bank
Maine
$3.51M +$520K +4,064 +19%
HIA
169
Harbor Investment Advisory
Maryland
$3.51M +$248K +1,937 +8%
FI
170
FormulaFolio Investments
Michigan
$3.5M -$25.5M -198,773 -89%
SWM
171
Spire Wealth Management
Virginia
$3.46M +$3.28M +25,631 New
HighTower Advisors
172
HighTower Advisors
Illinois
$3.45M +$3.28M +25,593 New
IHWM
173
Iron Horse Wealth Management
Iowa
$3.44M +$170K +1,325 +5%
MA
174
MUFG Americas
New York
$3.42M -$126K -981 -4%
PFA
175
Paradigm Financial Advisors
Missouri
$3.31M +$2.09M +16,360 +199%