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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPFA
826
Barnes Pettey Financial Advisors
Mississippi
$263K +$1.9K +12 +0.8%
PVI
827
Pine Valley Investments
New Jersey
$262K
FWMP
828
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$262K
MPAM
829
Murphy Pohlad Asset Management
Minnesota
$261K +$7.13K +45 +3%
WE
830
Wealth Effects
Massachusetts
$260K +$1.58K +10 +0.6%
SWRP
831
Summit Wealth & Retirement Planning
California
$258K
SIMG
832
Sonora Investment Management Group
Arizona
$257K
CCA
833
Cravens & Co Advisors
Tennessee
$257K -$33.6K -212 -12%
KCM
834
Kornitzer Capital Management
Kansas
$256K
SAM
835
Silvercrest Asset Management
New York
$248K -$10.3K -65 -4%
QWM
836
Quaker Wealth Management
New Jersey
$247K +$238K +1,502 New
IWM
837
Integris Wealth Management
California
$247K
FFM
838
Forum Financial Management
Illinois
$247K +$12.7K +80 +6%
RRA
839
Round Rock Advisors
Connecticut
$246K -$120K -755 -34%
PP
840
Patten & Patten
Tennessee
$246K
CT
841
Caldwell Trust
Florida
$246K -$1.58K -10 -0.7%
DW
842
Dodds Wealth
Colorado
$245K -$1.43K -9 -0.6%
JWM
843
JPL Wealth Management
Colorado
$245K
M&T Bank
844
M&T Bank
New York
$244K +$235K +1,482 New
TCM
845
TruNorth Capital Management
Michigan
$242K
CSB
846
City State Bank
Iowa
$241K
BFA
847
Brown Financial Advisory
Alabama
$241K +$232K +1,463 New
CT
848
Coastline Trust
Rhode Island
$240K
DT
849
Diversified Trust
Tennessee
$240K
LWM
850
Lodestone Wealth Management
Washington
$239K +$792 +5 +0.3%