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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
EverSource Wealth Advisors
Alabama
$3.56M -$237K -1,750 -6%
FUBT
202
First United Bank & Trust
Maryland
$3.54M -$432K -3,190 -10%
TC
203
Tacita Capital
Ontario, Canada
$3.54M -$178K -1,315 -4%
TC
204
Tenret Company
Florida
$3.35M -$63.5K -469 -2%
HIA
205
Harbor Investment Advisory
Maryland
$3.33M +$23K +170 +0.6%
CSWM
206
Cassady Schiller Wealth Management
Ohio
$3.33M +$5.01K +37 +0.1%
FTS
207
Fifth Third Securities
Ohio
$3.32M +$400K +2,952 +12%
RC
208
Rovin Capital
Arizona
$3.31M -$2.03K -15 -0.1%
AWM
209
Accel Wealth Management
Iowa
$3.22M +$34.2K +253 +1%
IFS
210
Ifrah Financial Services
Arkansas
$3.21M +$19.6K +145 +0.6%
SFO
211
Stokes Family Office
Louisiana
$3.19M -$97.3K -719 -3%
SWM
212
Spire Wealth Management
Virginia
$3.16M -$13.3K -98 -0.4%
HFRG
213
Houlihan Financial Resource Group
Virginia
$3.14M +$3.27M +24,132 New
TCMP
214
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.05M +$61.5K +454 +2%
IAA
215
Ironsides Asset Advisors
North Carolina
$3.01M -$612K -4,520 -16%
EA
216
Eclectic Associates
California
$2.94M +$78.5K +580 +2%
CS
217
Comerica Securities
Michigan
$2.92M -$147K -1,086 -4%
MCA
218
MSH Capital Advisors
Arizona
$2.86M -$11.8K -87 -0.4%
TRCT
219
Tower Research Capital (TRC)
New York
$2.81M +$3.12M +23,076 New
NFG
220
Nations Financial Group
Iowa
$2.75M +$306K +2,257 +11%
WP
221
WealthShield Partners
North Carolina
$2.72M -$9.07K -67 -0.3%
VCP
222
Verus Capital Partners
Arizona
$2.71M +$274K +2,025 +10%
WLIM
223
White Lighthouse Investment Management
Massachusetts
$2.7M +$116K +855 +4%
SB
224
Simmons Bank
Arkansas
$2.69M -$102K -750 -3%
HA
225
HFG Advisors
Ohio
$2.6M +$93.3K +689 +3%