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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWP
351
Hefty Wealth Partners
Indiana
$186K
OSNBOA
352
Old Second National Bank of Aurora
Illinois
$169K +$17.6K +225 +12%
MWM
353
MinichMacGregor Wealth Management
New York
$157K +$19.6K +250 +15%
PG
354
Patten Group
Tennessee
$155K +$7.45K +95 +5%
LWCFA
355
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$136K
RWM
356
Raffa Wealth Management
District of Columbia
$131K +$784 +10 +0.6%
ACM
357
Armbruster Capital Management
New York
$113K -$1.34M -17,028 -93%
FMII
358
Farmers & Merchants Investments Inc
Nebraska
$112K
WRM
359
Westport Resources Management
Connecticut
$107K -$51.7K -660 -34%
PMFA
360
Plante Moran Financial Advisors
Michigan
$107K
TFA
361
Transamerica Financial Advisors
Florida
$104K +$89K +1,135 +954%
DSC
362
Duncker Streett & Co
Missouri
$100K +$78 +1 +0.1%
WAM
363
Wealthspire Advisors (Maryland)
Maryland
$95K
MPWT
364
MassMutual Private Wealth & Trust
Connecticut
$89.6K
NSIM
365
North Star Investment Management
Illinois
$89K
Carson Wealth (CWM LLC)
366
Carson Wealth (CWM LLC)
Nebraska
$88K -$88.2K -1,125 -51%
KF
367
Krilogy Financial
Missouri
$86K +$81.9K +1,045 New
SIG
368
Stanford Investment Group
California
$85K +$51K +650 +168%
S
369
SignatureFD
Georgia
$81K -$43.4K -554 -36%
CG
370
Cutler Group
California
$79K +$50.2K +640 +197%
DBT
371
Dubuque Bank & Trust
Iowa
$77K
GBT
372
Grove Bank & Trust
Florida
$72K
WAS
373
WESPAC Advisors SoCal
California
$68.3K +$65K +829 New
JAM
374
JCIC Asset Management
Ontario, Canada
$60K
AIC
375
Ayalon Insurance Company
Israel
$55K +$1.02K +13 +2%