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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNC
276
Lincoln National Corp
Pennsylvania
$273K +$267K +3,230 New
CWM
277
Concert Wealth Management
California
$266K +$262K +3,175 New
SFA
278
Sequoia Financial Advisors
Ohio
$260K -$16.5K -200 -6%
SFS
279
Summit Financial Strategies
Ohio
$252K +$246K +2,979 New
RMCM
280
Reynders McVeigh Capital Management
Massachusetts
$248K
CIP
281
Cornerstone Investment Partners
Georgia
$238K
TDC
282
Thompson Davis & Co
Virginia
$237K +$1.07K +13 +0.5%
PWAG
283
Polaris Wealth Advisory Group
California
$235K -$133K -1,605 -37%
PAS
284
Park Avenue Securities
New York
$234K +$229K +2,771 New
SC
285
SouthState Corp
Florida
$232K +$10.5K +127 +5%
RB
286
Rodgers Brothers
Pennsylvania
$231K
SSB
287
Sandy Spring Bank
Maryland
$224K
UAS
288
United Asset Strategies
New York
$224K +$219K +2,646 New
SAM
289
Silvercrest Asset Management
New York
$222K
W
290
Wealthquest
Ohio
$222K +$217K +2,629 New
MAM
291
Marquette Asset Management
Minnesota
$216K
SWP
292
Stratos Wealth Partners
Ohio
$203K +$199K +2,408 New
WT
293
Whittier Trust
California
$199K
Loomis, Sayles & Company
294
Loomis, Sayles & Company
Massachusetts
$190K +$186K +2,250 New
MWP
295
MYCIO Wealth Partners
Pennsylvania
$170K
LWCFA
296
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$139K
KTC
297
Kistler-Tiffany Companies
Pennsylvania
$136K -$254K -3,072 -66%
MA
298
MUFG Americas
New York
$133K -$37K -448 -22%
RWM
299
Raffa Wealth Management
District of Columbia
$130K +$1.49K +18 +1%
BRWM
300
B. Riley Wealth Management
Tennessee
$118K +$58.9K +713 +104%