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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSWM
501
Hubbell Strickland Wealth Management
Louisiana
$329K -$23.9K -169 -7%
HPWM
502
High Pines Wealth Management
Massachusetts
$325K -$94.4K -668 -22%
OCM
503
One Capital Management
California
$325K +$327K +2,317 New
BEAM
504
Baker Ellis Asset Management
Washington
$324K -$14.1K -100 -4%
JCM
505
Jacobi Capital Management
Pennsylvania
$322K -$9.19K -65 -3%
VCA
506
Verdence Capital Advisors
Maryland
$315K +$565 +4 +0.2%
CM
507
Cornerstone Management
Georgia
$314K
MAG
508
Mayfair Advisory Group
Alabama
$314K +$51.9K +367 +20%
FMWA
509
Forvis Mazars Wealth Advisors
Missouri
$310K
FPCG
510
Fort Pitt Capital Group
Pennsylvania
$304K +$4.52K +32 +1%
OA
511
Oxbow Advisors
Texas
$304K +$51.2K +362 +20%
MFG
512
Magnus Financial Group
New York
$303K +$18.8K +133 +7%
JCIA
513
Jackson Creek Investment Advisors
Colorado
$302K -$11.2K -79 -4%
DWP
514
Destiny Wealth Partners
Florida
$301K
SWP
515
Summit Wealth Partners
Florida
$300K +$302K +2,137 New
IFWM
516
Institute for Wealth Management
Colorado
$298K
RCAG
517
Rehmann Capital Advisory Group
Michigan
$297K +$343K +2,430 New
Franklin Resources
518
Franklin Resources
California
$296K
WPP
519
Whalerock Point Partners
Rhode Island
$295K
CAMG
520
CWA Asset Management Group
Florida
$293K +$27.4K +194 +10%
GRP
521
Global Retirement Partners
California
$290K -$1.84K -13 -0.6%
GVAG
522
Great Valley Advisor Group
Delaware
$289K +$72.2K +511 +33%
PL
523
Plancorp LLC
Missouri
$287K
SAM
524
Seelaus Asset Management
New Jersey
$286K +$17.7K +125 +7%
LA
525
Latitude Advisors
Florida
$285K -$65.3K -462 -19%