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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
251
CAPTRUST Financial Advisors
North Carolina
$382K -$1.51K -18 -0.4%
VV
252
Valentine Ventures
Oregon
$379K -$219K -2,606 -42%
SC
253
SouthState Corp
Florida
$379K +$149K +1,776 +65%
F
254
Filament
Washington
$376K
SSB
255
Sandy Spring Bank
Maryland
$366K +$144K +1,717 +65%
SS
256
Simplicity Solutions
Minnesota
$356K -$241K -2,866 -40%
IF
257
Ironwood Financial
Arizona
$353K -$840 -10 -0.2%
SIC
258
SFE Investment Counsel
California
$350K -$7.73K -92 -2%
SI
259
Stephens Inc
Arkansas
$349K -$12.2K -145 -3%
BWM
260
Baystate Wealth Management
Massachusetts
$341K
SFM
261
Signet Financial Management
New Jersey
$340K -$410K -4,879 -55%
SFA
262
Sequoia Financial Advisors
Ohio
$337K +$79.7K +949 +31%
SBH
263
Segall Bryant & Hamill
Illinois
$325K +$326K +3,882 New
CCM
264
Coe Capital Management
Illinois
$324K -$67.6K -805 -17%
MFS
265
Madrona Financial Services
Washington
$316K +$318K +3,780 New
HTC
266
Haverford Trust Company
Pennsylvania
$311K
ACS
267
Archford Capital Strategies
Illinois
$304K +$9.33K +111 +3%
DP
268
Dearborn Partners
Illinois
$291K
HR
269
Howe & Rusling
New York
$289K
VC
270
Vicus Capital
Pennsylvania
$288K
HFS
271
HL Financial Services
Kentucky
$280K +$281K +3,348 New
AF
272
Affiance Financial
Minnesota
$280K +$281K +3,350 New
FPCP
273
Fort Point Capital Partners
California
$277K +$279K +3,315 New
NFG
274
NewFocus Financial Group
Washington
$266K -$25.6K -305 -9%
SFS
275
Summit Financial Strategies
Ohio
$249K