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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
351
Johnson Investment Counsel
Ohio
$754K +$8.07K +63 +1%
CHA
352
Carmichael Hill & Associates
Maryland
$749K -$12.3K -96 -2%
PWM
353
Perigon Wealth Management
California
$743K +$73.8K +576 +12%
MWM
354
Meridian Wealth Management
Kentucky
$742K +$14.7K +115 +2%
MA
355
Mutual Advisors
Nebraska
$734K -$344K -2,683 -33%
HWA
356
Heartwood Wealth Advisors
Virginia
$731K – – –
RCA
357
Rex Capital Advisors
Rhode Island
$725K – – –
HIS
358
Horizon Investment Services
Indiana
$721K +$189K +1,477 +38%
CS
359
Credit Suisse
Switzerland
$718K -$2.8M -21,840 -80%
MSFS
360
Main Street Financial Solutions
Pennsylvania
$697K +$259K +2,021 +64%
NRI
361
NFP Retirement Inc
California
$696K +$36.9K +288 +6%
AWM
362
Altavista Wealth Management
North Carolina
$692K +$7.68K +60 +1%
QCM
363
Quest Capital Management
Texas
$680K +$646K +5,045 New
IA
364
IFP Advisors
Florida
$676K +$71.1K +555 +12%
BS
365
Boenning & Scattergood
Pennsylvania
$675K +$144K +1,123 +29%
CAM
366
Cresset Asset Management
Illinois
$674K +$5.25K +41 +0.8%
BCA
367
Bay Colony Advisors
Massachusetts
$659K +$78.7K +615 +14%
JPLA
368
Joseph P. Lucia & Associates
New York
$656K +$41.6K +325 +7%
BPA
369
Beacon Pointe Advisors
California
$652K +$41.2K +322 +7%
AW
370
Avion Wealth
Texas
$641K +$608K +4,751 +237,550%
CIBC Private Wealth Group
371
CIBC Private Wealth Group
Georgia
$632K +$319K +2,495 +114%
EFL
372
ERn Financial LLC
Wisconsin
$631K -$8.71K -68 -1%
ZB
373
Zions Bancorporation
Utah
$631K – – –
WSTAM
374
Wilbanks Smith & Thomas Asset Management
Virginia
$618K +$229K +1,790 +64%
CAC
375
Certified Advisory Corp
Florida
$615K +$584K +4,562 New