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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DBT
476
Dubuque Bank & Trust
Iowa
$87K
TF
477
Tompkins Financial
New York
$84K -$30.2K -337 -27%
LWMT
478
Legacy Wealth Management (Tennessee)
Tennessee
$83.3K +$80.2K +896 New
SIC
479
Salem Investment Counselors
North Carolina
$74K -$19K -212 -21%
MPWT
480
MassMutual Private Wealth & Trust
Connecticut
$73.2K +$70.5K +787 New
WTB
481
Washington Trust Bank
Washington
$70K -$17.8K -199 -21%
Carson Wealth (CWM LLC)
482
Carson Wealth (CWM LLC)
Nebraska
$69K -$26.5K -296 -28%
IP
483
Intellectus Partners
California
$68K +$65.3K +729 New
RWA
484
Ropes Wealth Advisors
Massachusetts
$67K +$18.8K +210 +41%
AIC
485
Ayalon Insurance Company
Israel
$62K
SBL
486
Sargent Bickham Lagudis
Colorado
$62K
ADL
487
Asset Dedication LLC
California
$62K +$358 +4 +0.6%
FPFS
488
First Personal Financial Services
North Carolina
$60K
AIM
489
Arcadia Investment Management
Michigan
$55K
BTIS
490
BB&T Investment Services
North Carolina
$54K +$51.9K +580 New
GEA
491
Glen Eagle Advisors
New Jersey
$47.8K +$46K +514 New
VIA
492
Vantage Investment Advisors
Pennsylvania
$47K -$56.4K -630 -56%
TFA
493
Transamerica Financial Advisors
Florida
$43K -$6.63K -74 -14%
BC
494
Barnett & Company
Tennessee
$43K
BWM
495
Baystate Wealth Management
Massachusetts
$41K +$38.6K +431 New
HCM
496
Highlander Capital Management
New Jersey
$40K
FMTCOCP
497
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$39.5K +$38.1K +425 New
GBBWRPM
498
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$39K -$23K -257 -38%
AA
499
AlphaMark Advisors
Kentucky
$39K
WAS
500
WESPAC Advisors SoCal
California
$32.6K