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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
376
Patriot Financial Group Insurance Agency
Massachusetts
$67K +$18.5K +163 +38%
KJWM
377
Kiley Juergens Wealth Management
Washington
$66K +$19.9K +175 +42%
TPWA
378
TRUE Private Wealth Advisors
Oregon
$65.9K +$65.8K +579 New
ADL
379
Asset Dedication LLC
California
$63K
UBS AM
380
UBS AM
Illinois
$57.4K -$1.7K -15 -3%
FMTCOCP
381
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$54K
MCM
382
Mainstay Capital Management
Michigan
$52K +$52.6K +463 New
BWM
383
BerganKDV Wealth Management
Minnesota
$50K
PCA
384
Providence Capital Advisors
North Carolina
$48K +$48.2K +424 New
HDIM
385
Hanson & Doremus Investment Management
Vermont
$47K
CCM
386
Cribstone Capital Management
Maine
$47K +$682 +6 +1%
IF
387
Ironwood Financial
Arizona
$42K
RWA
388
River Wealth Advisors
Pennsylvania
$41K
CB
389
Community Bank
New York
$40K
CFN
390
Cordasco Financial Network
Florida
$40K
GEA
391
Glen Eagle Advisors
New Jersey
$39K
KPCM
392
Kings Point Capital Management
New York
$39K -$4.09K -36 -9%
APP
393
Avantax Planning Partners
Iowa
$39K +$39.5K +348 New
NFG
394
Next Financial Group
Texas
$38K +$38.6K +340 New
IP
395
Intellectus Partners
California
$37K
LIA
396
LS Investment Advisors
Michigan
$36K
BBA
397
Braun-Bostich & Associates
Pennsylvania
$33K
WAP
398
Wealthcare Advisory Partners
Pennsylvania
$30K
TC
399
Trust Company
Kansas
$30K +$30.5K +268 New
CFD
400
Creative Financial Designs
Indiana
$29K +$27.7K +244 +2,440%