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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HNB
176
Hilltop National Bank
Wyoming
$7.11M +$309K +1,768 +5%
EFG
177
Everhart Financial Group
Ohio
$7.02M +$679K +3,878 +11%
CIA
178
Concurrent Investment Advisors
Florida
$7M +$540K +3,088 +8%
WAM
179
Weinberger Asset Management
California
$6.94M -$163K -932 -2%
FTS
180
Fifth Third Securities
Ohio
$6.93M -$44.3K -253 -0.6%
KAS
181
KPP Advisory Services
Kentucky
$6.86M -$401K -2,292 -6%
MBI
182
May Barnhard Investments
Maryland
$6.76M +$65.3K +373 +1%
GT
183
Glenview Trust
Kentucky
$6.73M +$1.94M +11,104 +41%
IWM
184
Inlight Wealth Management
Georgia
$6.62M +$3.91M +22,335 +149%
BDF
185
Black Diamond Financial
Maryland
$6.54M +$168K +961 +3%
MFG
186
Merit Financial Group
Georgia
$6.42M -$88.2K -504 -1%
HWM
187
HB Wealth Management
Georgia
$6.37M -$38.3K -219 -0.6%
Thrivent Financial for Lutherans
188
Thrivent Financial for Lutherans
Minnesota
$6.33M +$5.77M +32,956 +1,205%
BSB
189
Bangor Savings Bank
Maine
$6.26M +$23.5K +134 +0.4%
ZC
190
Zeit Capital
Colorado
$6.25M -$18.6K -106 -0.3%
AWM
191
Accel Wealth Management
Iowa
$6.13M -$100K -573 -2%
UB
192
UMB Bank
Missouri
$6.13M -$155K -883 -2%
CAP
193
Columbia Advisory Partners
Washington
$6.11M -$412K -2,356 -6%
SCM
194
Sollinda Capital Management
Florida
$6.03M +$5.95M +33,992 New
EA
195
Echo45 Advisors
California
$5.9M +$143K +816 +3%
WETS
196
Wealth Enhancement Trust Services
South Dakota
$5.9M +$5.82M +33,253 New
FWP
197
FAS Wealth Partners
Kansas
$5.9M +$56.4K +322 +1%
HA
198
HFG Advisors
Ohio
$5.75M -$3.15K -18 -0.1%
TC
199
Tenret Company
Florida
$5.71M +$66.2K +378 +1%
MWM
200
Maltin Wealth Management
New Jersey
$5.7M +$131K +746 +2%