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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSWM
376
Hubbell Strickland Wealth Management
Louisiana
$348K +$14.4K +125 +4%
KWM
377
Kingsview Wealth Management
Oregon
$343K -$31.7K -275 -9%
NRI
378
NFP Retirement Inc
California
$341K +$331K +2,870 New
BIM
379
Bridges Investment Management
Nebraska
$340K +$102K +886 +45%
FA
380
FCG Advisors
New Jersey
$336K +$3.92K +34 +1%
CAM
381
Cresset Asset Management
Illinois
$333K -$92.6K -804 -22%
MFW
382
Meristem Family Wealth
Minnesota
$333K
BS
383
Boenning & Scattergood
Pennsylvania
$332K +$116K +1,006 +57%
CHP
384
Cable Hill Partners
Oregon
$329K
FEG
385
Fund Evaluation Group
Ohio
$329K +$318K +2,758 New
V
386
Veritable
Delaware
$322K
RJT
387
Raymond James Trust
Florida
$320K -$16.4K -142 -5%
HIS
388
Horizon Investment Services
Indiana
$320K +$15.1K +131 +5%
PRWA
389
Platte River Wealth Advisors
Colorado
$318K +$313K +2,715 New
CIBC World Market
390
CIBC World Market
Ontario, Canada
$316K +$306K +2,654 New
PWM
391
Perigon Wealth Management
California
$315K +$307K +2,662 New
CGA
392
Crescent Grove Advisors
Illinois
$314K +$23.6K +205 +8%
FA
393
FC Advisory
Pennsylvania
$307K +$691 +6 +0.2%
SCA
394
Snowden Capital Advisors
New York
$306K +$1.38K +12 +0.5%
FPCG
395
Fort Pitt Capital Group
Pennsylvania
$304K -$20.6K -179 -7%
JIC
396
JRM Investment Counsel
Nebraska
$302K -$691 -6 -0.2%
CC
397
Courier Capital
New York
$300K +$23K +200 +9%
AWS
398
AJ Wealth Strategies
New York
$297K +$346 +3 +0.1%
NEPPG
399
New England Professional Planning Group
Rhode Island
$297K +$287K +2,491 New
ZF
400
Zhang Financial
Michigan
$297K +$287K +2,491 New