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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFO
176
Stokes Family Office
Louisiana
$3.88M -$73.9K -520 -2%
TFCP
177
Twin Focus Capital Partners
Massachusetts
$3.87M +$820K +5,771 +26%
SWA
178
SOA Wealth Advisors
New York
$3.82M +$1.18M +8,310 +44%
FAIM
179
Financial Advocates Investment Management
Washington
$3.81M +$326K +2,296 +9%
CWM
180
Chicago Wealth Management
Illinois
$3.75M +$156K +1,098 +4%
GP
181
Girard Partners
Pennsylvania
$3.7M -$36.6K -258 -1%
IFS
182
Ifrah Financial Services
Arkansas
$3.69M -$1.85K -13 -0%
SWM
183
Spire Wealth Management
Virginia
$3.59M -$21K -148 -0.6%
MAFM
184
Mid Atlantic Financial Management
Pennsylvania
$3.48M +$291K +2,048 +9%
HIA
185
Harbor Investment Advisory
Maryland
$3.44M -$289K -2,036 -8%
FTS
186
Fifth Third Securities
Ohio
$3.43M +$3.49M +24,575 New
PMG
187
ProVise Management Group
Florida
$3.27M -$27.4K -193 -0.8%
FCI
188
Financial Counselors Inc
Kansas
$3.24M +$26.4K +186 +0.8%
HB
189
Homrich & Berg
Georgia
$3.2M +$4.12K +29 +0.1%
UCFA
190
United Capital Financial Advisors
Texas
$3.15M +$62.4K +439 +2%
SFM
191
Signet Financial Management
New Jersey
$3.14M +$3.19M +22,476 New
OPWM
192
Oxinas Partners Wealth Management
Indiana
$3.09M -$2.66M -18,713 -46%
Citigroup
193
Citigroup
New York
$3.07M -$1.34M -9,452 -30%
CS
194
Comerica Securities
Michigan
$3.03M +$15.1K +106 +0.5%
MA
195
MUFG Americas
New York
$3M -$36.9K -260 -1%
AAP
196
Arax Advisory Partners
Colorado
$2.84M -$3.43M -24,144 -54%
WLIM
197
White Lighthouse Investment Management
Massachusetts
$2.81M +$96.3K +678 +3%
TPCW
198
TD Private Client Wealth
New York
$2.79M -$54.4K -383 -2%
DE
199
Day & Ennis
Georgia
$2.7M -$12.2K -86 -0.4%
VWM
200
Valley Wealth Managers
New Jersey
$2.69M +$43.8K +308 +2%