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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
326
Allworth Financial
California
$771K +$34.2K +359 +5%
DWM
327
Doyle Wealth Management
Florida
$764K +$762K +8,009 New
MJRIC
328
Mogy Joel R Investment Counsel
California
$761K +$9.52K +100 +1%
FHC
329
First Heartland Consultants
Missouri
$752K +$334K +3,513 +80%
RW
330
REDW Wealth
New Mexico
$747K -$55.7K -585 -7%
EFSCE
331
Enterprise Financial Services Corp (EFSC)
Missouri
$742K +$29.9K +314 +4%
LPT
332
Legacy Private Trust
Wisconsin
$736K -$54.7K -575 -7%
CFA
333
CT Financial Advisors
Pennsylvania
$730K +$476 +5 +0.1%
ACM
334
Aviance Capital Management
Florida
$719K -$548K -5,762 -43%
IWM
335
IHT Wealth Management
Illinois
$713K -$7.99K -84 -1%
ST
336
Smithfield Trust
Pennsylvania
$698K -$1.1M -11,540 -61%
ATC
337
Argent Trust Co
Tennessee
$693K -$32.3K -339 -4%
Carson Wealth (CWM LLC)
338
Carson Wealth (CWM LLC)
Nebraska
$686K +$613K +6,442 +862%
HTC
339
Haverford Trust Company
Pennsylvania
$684K +$4K +42 +0.6%
LC
340
Lourd Capital
California
$682K -$5.8K -61 -0.8%
TCM
341
Tradition Capital Management
New Jersey
$680K +$116K +1,217 +21%
VCM
342
Versant Capital Management
Arizona
$669K -$112K -1,180 -14%
BCP
343
Berkeley Capital Partners
Georgia
$669K +$190 +2 +0%
TNB
344
Thomasville National Bank
Georgia
$667K +$665K +6,994 New
MRC
345
Millburn Ridgefield Corp
New York
$665K +$30.7K +323 +5%
BTW
346
Boston Trust Walden
Massachusetts
$653K +$652K +6,847 New
CJA
347
C-J Advisory
California
$649K -$20.3K -213 -3%
GRP
348
Global Retirement Partners
California
$633K -$1.22M -12,862 -66%
EA
349
Edge Advisors
Georgia
$624K
NFG
350
Nations Financial Group
Iowa
$623K +$32.2K +338 +5%