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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
176
Regal Investment Advisors
Michigan
$4.92M +$151K +1,030 +3%
WP
177
WealthShield Partners
North Carolina
$4.88M +$3.12M +21,272 +191%
BI
178
Berkeley Inc
Idaho
$4.84M +$79.6K +542 +2%
FAIM
179
Financial Advocates Investment Management
Washington
$4.78M +$602K +4,101 +15%
SCM
180
SOL Capital Management
Maryland
$4.77M +$149K +1,015 +3%
ZC
181
Zeit Capital
Colorado
$4.76M +$20.1K +137 +0.4%
JFA
182
Johanson Financial Advisors
California
$4.67M +$265K +1,802 +6%
TC
183
Tacita Capital
Ontario, Canada
$4.63M -$66.1K -450 -1%
HF
184
HRT Financial
New York
$4.59M +$4.48M +30,522 New
CIAS
185
CBIZ Investment Advisory Services
Ohio
$4.56M +$4.46M +30,352 New
RWA
186
Redhawk Wealth Advisors
Minnesota
$4.55M +$7.78K +53 +0.2%
SWA
187
SOA Wealth Advisors
New York
$4.53M +$416K +2,833 +10%
SIA
188
Strategic Investment Advisors
Michigan
$4.52M +$68.7K +468 +2%
IHWM
189
Iron Horse Wealth Management
Iowa
$4.52M +$222K +1,515 +5%
RC
190
Rovin Capital
Arizona
$4.43M -$1.95M -13,259 -31%
PFA
191
Paradigm Financial Advisors
Missouri
$4.29M -$158K -1,074 -4%
HIA
192
Harbor Investment Advisory
Maryland
$4.2M +$493K +3,356 +14%
TC
193
Tenret Company
Florida
$4.17M -$7.05K -48 -0.2%
SFO
194
Stokes Family Office
Louisiana
$4.17M -$2.06K -14 -0.1%
OFP
195
OLIO Financial Planning
Virginia
$4.1M +$4M +27,273 New
CWM
196
Chicago Wealth Management
Illinois
$4.05M +$13.9K +95 +0.4%
PMG
197
ProVise Management Group
Florida
$4.04M +$501K +3,415 +15%
GP
198
Girard Partners
Pennsylvania
$3.98M -$2.06K -14 -0.1%
IFS
199
Ifrah Financial Services
Arkansas
$3.97M -$9.4K -64 -0.2%
Goldman Sachs
200
Goldman Sachs
New York
$3.94M -$3M -20,426 -44%