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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
601
BCS Wealth Management
Tennessee
$376K +$397K +2,868 New
NAMP
602
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$375K -$51.9K -375 -12%
Envestnet Portfolio Solutions
603
Envestnet Portfolio Solutions
Illinois
$374K +$396K +2,857 New
HIC
604
Holderness Investments Company
North Carolina
$373K -$5.54K -40 -1%
HB
605
Horizon Bancorp
Indiana
$369K +$77.3K +558 +25%
ACM
606
Advisors Capital Management
New Jersey
$366K -$2.77K -20 -0.7%
LFA
607
LGT Financial Advisors
Texas
$365K -$90.2K -651 -19%
CCM
608
Coldstream Capital Management
Washington
$365K -$8.73K -63 -2%
RCAG
609
Rehmann Capital Advisory Group
Michigan
$365K – – –
SWM
610
Silverlake Wealth Management
Vermont
$361K +$19.7K +142 +5%
BBA
611
BLB&B Advisors
Pennsylvania
$360K +$54K +390 +17%
SCA
612
Snowden Capital Advisors
New York
$357K -$80.5K -581 -18%
RIS
613
Retirement Income Solutions
Michigan
$355K – – –
GWA
614
GGM Wealth Advisors
Maryland
$354K -$4.16K -30 -1%
GIA
615
GHP Investment Advisors
Colorado
$354K +$138K +994 +57%
WWP
616
WR Wealth Planners
Missouri
$353K +$17.9K +129 +5%
QCIG
617
Quad-Cities Investment Group
Iowa
$352K -$10.7K -77 -3%
PA
618
Paragon Advisors
Texas
$350K -$2.9M -20,914 -89%
BFM
619
Broadview Financial Management
Wisconsin
$345K +$1.94K +14 +0.5%
TFA
620
TPG Financial Advisors
Oregon
$343K -$95.8K -692 -21%
LWM
621
Lodestone Wealth Management
Washington
$341K -$40.7K -294 -10%
WLPWM
622
Walled Lake Planning & Wealth Management
Illinois
$341K +$970 +7 +0.3%
FW
623
FirstPurpose Wealth
Utah
$340K – – –
NDSI
624
Newman Dignan & Sheerar Inc
Rhode Island
$337K +$1.25K +9 +0.4%
LSPW
625
Lake Street Private Wealth
Illinois
$335K +$139 +1 +0%