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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LEA
376
Legacy Edge Advisors
New York
$19M +$18.8M +99,732 New
PCTC
377
Perkins Coie Trust Company
Washington
$19M +$247K +1,311 +1%
JWCA
378
J.W. Cole Advisors
Florida
$18.9M +$112K +593 +0.3%
MFPI
379
Midwest Financial Partners Investments
Minnesota
$18.9M +$18.6M +98,887 New
CTWM
380
Cherry Tree Wealth Management
Minnesota
$18.9M -$44.4K -236 -0.2%
NB
381
NBT Bank
New York
$18.7M +$137K +728 +51%
CA
382
Cresta Advisors
Texas
$18.7M +$423K +2,250 +2%
KWM
383
Kingsview Wealth Management
Oregon
$18.4M +$3.56M +18,937 +24%
WCM
384
Weaver Capital Management
Georgia
$18.2M +$4.8M +25,506 +37%
SSW
385
Stone Summit Wealth
Florida
$18.2M -$93.7K -498 -0.5%
FWP
386
Falcon Wealth Planning
California
$18.1M -$208K -1,106 -1%
OCPWS
387
One Charles Private Wealth Services
Massachusetts
$18M +$614K +3,262 +4%
RI
388
Rinkey Investments
California
$17.9M +$608K +3,232 +4%
BFS
389
Beacon Financial Strategies
North Carolina
$17.8M -$16.4K -87 -0.1%
RF
390
Robinswood Financial
Washington
$17.7M +$497K +2,640 +3%
PFA
391
Pure Financial Advisors
California
$17.7M -$1.13K -6 -0%
SFA
392
Souders Financial Advisors
Ohio
$17.5M +$694K +3,691 +4%
BA
393
Blueline Advisors
New Hampshire
$17.5M +$17.2M +91,449 New
WIC
394
Whitegate Investment Counselors
New Hampshire
$17.4M +$1.58M +8,425 +10%
WDL
395
Well Done LLC
Michigan
$17.4M +$11.7M +62,422 +219%
GSIS
396
Global Strategic Investment Solutions
Arizona
$17.3M +$22.4K +119 +0.1%
BWM
397
Brown Wealth Management
Illinois
$17.3M -$18.3M -97,342 -52%
FUBT
398
First United Bank & Trust
Maryland
$17.2M +$297K +1,580 +2%
FMWA
399
Forvis Mazars Wealth Advisors
Missouri
$17.2M -$852K -4,529 -5%
HI
400
Harbour Investments
Wisconsin
$17.2M +$1.12M +5,946 +7%