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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CB
376
Cadence Bank
Mississippi
$2.83M
PCP
377
Proficio Capital Partners
Massachusetts
$2.82M +$178K +1,540 +7%
TC
378
TAP Consulting
Missouri
$2.82M -$84.3K -730 -3%
IIC
379
Integrated Investment Consultants
Michigan
$2.81M +$1.29M +11,178 +91%
TL
380
TrueWealth LLC
Georgia
$2.78M -$39.5K -342 -1%
FA
381
Forefront Analytics
Pennsylvania
$2.77M -$14.2K -123 -0.5%
MOS
382
MGO One Seven
Ohio
$2.77M -$246K -2,129 -8%
CIC
383
Cutler Investment Counsel
Oregon
$2.76M -$62K -537 -2%
FCM
384
Firestone Capital Management
Florida
$2.76M +$2.65M +22,997 New
IA
385
IFG Advisory
Georgia
$2.75M +$98.7K +855 +4%
NFG
386
Norris Financial Group
South Carolina
$2.75M +$2.65M +22,928 New
WDL
387
Well Done LLC
Michigan
$2.73M +$636K +5,507 +32%
GAM
388
Gemmer Asset Management
California
$2.73M +$65.7K +569 +3%
IA
389
IFP Advisors
Florida
$2.73M -$1.42M -12,329 -35%
GC
390
Gilbert & Cook
Iowa
$2.72M -$127K -1,096 -5%
TCM
391
Twin Capital Management
Pennsylvania
$2.71M -$134K -1,165 -5%
WA
392
Wilshire Advisors
California
$2.71M -$134K -1,165 -5%
CWS
393
Cypress Wealth Services
California
$2.68M +$708K +6,137 +38%
PO
394
Private Ocean
California
$2.68M +$14.4K +125 +0.6%
CFA
395
Carroll Financial Associates
North Carolina
$2.65M +$704K +6,101 +38%
CPA
396
Clear Perspective Advisors
Illinois
$2.64M -$2.51M -21,781 -50%
UBV
397
United Bank (Virginia)
Virginia
$2.64M
SFS
398
Sowell Financial Services
Arkansas
$2.63M +$1.27M +10,979 +100%
KLI
399
Kelman-Lazarov Inc
Tennessee
$2.58M -$718K -6,220 -22%
KBC Group
400
KBC Group
Belgium
$2.58M -$1.92M -16,650 -44%