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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
351
Wealthspire Advisors (Maryland)
Maryland
$94K +$94K +1,147 New
MPWT
352
MassMutual Private Wealth & Trust
Connecticut
$88.6K +$89.1K +1,087 New
NSIM
353
North Star Investment Management
Illinois
$88K
WP
354
WealthPLAN Partners
Nebraska
$84.4K +$225K +2,742 New
KCPG
355
Kavar Capital Partners Group
Kansas
$82K
DBT
356
Dubuque Bank & Trust
Iowa
$76K +$76.9K +938 New
GBT
357
Grove Bank & Trust
Florida
$71K +$71.3K +870 New
ADL
358
Asset Dedication LLC
California
$71K +$71.4K +872 New
UFA
359
US Financial Advisors
Massachusetts
$64K +$44K +537 +211%
JAM
360
JCIC Asset Management
Ontario, Canada
$59K
AIC
361
Ayalon Insurance Company
Israel
$53K
GWM
362
Gupta Wealth Management
California
$50K +$30.5K +372 +153%
AIM
363
Arcadia Investment Management
Michigan
$48K +$48.3K +590 New
WT
364
Whittier Trust
California
$41K
TIM
365
Tortoise Investment Management
New York
$41K +$19.7K +240 +91%
First Manhattan
366
First Manhattan
New York
$40K
HCM
367
Highlander Capital Management
New Jersey
$35K
CFS
368
Commonwealth Financial Services
West Virginia
$35K +$34.7K +424 New
AA
369
AlphaMark Advisors
Kentucky
$34K
SIG
370
Stanford Investment Group
California
$32K
BAM
371
Barrett Asset Management
New York
$26K +$26.6K +325 New
CG
372
Cutler Group
California
$26K +$26.6K +325 New
GBBWRPM
373
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$25K +$25.4K +310 New
WTB
374
Washington Trust Bank
Washington
$24K
HFA
375
High Falls Advisors
New York
$24K +$24.6K +300 New