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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
376
Hanson & Doremus Investment Management
Vermont
$46K – – –
KJWM
377
Kiley Juergens Wealth Management
Washington
$46K +$46.2K +417 New
CCM
378
Cribstone Capital Management
Maine
$45K +$775 +7 +2%
KPCM
379
Kings Point Capital Management
New York
$42K +$1.77K +16 +4%
IF
380
Ironwood Financial
Arizona
$41K – – –
RWA
381
River Wealth Advisors
Pennsylvania
$40K +$40.3K +364 New
CB
382
Community Bank
New York
$39K – – –
CFN
383
Cordasco Financial Network
Florida
$39K – – –
GEA
384
Glen Eagle Advisors
New Jersey
$38.1K -$17.2K -155 -31%
IP
385
Intellectus Partners
California
$36K +$36K +325 New
TRCT
386
Tower Research Capital (TRC)
New York
$35K -$1.7M -15,366 -98%
LIA
387
LS Investment Advisors
Michigan
$35K – – –
BBA
388
Braun-Bostich & Associates
Pennsylvania
$32K – – –
CDIA
389
Capital Directions Investment Advisors
Georgia
$32K +$31.7K +286 New
WAP
390
Wealthcare Advisory Partners
Pennsylvania
$30K -$15.5K -140 -34%
GI
391
Gradient Investments
Minnesota
$30K +$11.3K +102 +60%
GWM
392
Geneos Wealth Management
Colorado
$29K -$29.3K -265 -50%
WB
393
Webster Bank
Connecticut
$28K – – –
OC
394
Oakworth Capital
Alabama
$27K – – –
CWA
395
Clarus Wealth Advisors
Arizona
$27K +$27.7K +250 New
RFA
396
Reilly Financial Advisors
California
$21K – – –
OGC
397
Oak Grove Capital
New Hampshire
$19K – – –
VCM
398
Versant Capital Management
Arizona
$19K – – –
VIA
399
Vantage Investment Advisors
Pennsylvania
$18K -$3.32K -30 -16%
ME
400
McIlrath & Eck
Washington
$18K – – –