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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Sheets Smith Wealth Management
551
Sheets Smith Wealth Management
North Carolina
$2.56M – – –
Old National Bancorp
552
Old National Bancorp
Indiana
$2.56M +$90K +655 +4%
Central Trust Company
553
Central Trust Company
Missouri
$2.53M -$193K -1,404 -7%
Valley Wealth Managers
554
Valley Wealth Managers
New Jersey
$2.52M +$431K +3,137 +21%
Oppenheimer & Co
555
Oppenheimer & Co
New York
$2.51M +$177K +1,289 +8%
IA
556
Insight Advisors
Pennsylvania
$2.51M -$227K -1,655 -8%
WTFG
557
Wells Trecaso Financial Group
Ohio
$2.5M – – –
FA
558
Forefront Analytics
Pennsylvania
$2.5M +$25K +182 +1%
EDRIA
559
Edmonds Duncan Registered Investment Advisors
Kansas
$2.49M -$140K -1,018 -5%
Evanson Asset Management
560
Evanson Asset Management
California
$2.46M +$4.95K +36 +0.2%
SCA
561
Sage Capital Advisors
South Dakota
$2.46M +$1.89M +13,769 +339%
KCM
562
Kennicott Capital Management
California
$2.46M -$1.67M -12,142 -40%
Caprock Group
563
Caprock Group
Idaho
$2.46M +$8.93K +65 +0.4%
Private Ocean
564
Private Ocean
California
$2.45M -$148K -1,075 -6%
Rockbridge Investment Management
565
Rockbridge Investment Management
New York
$2.44M -$47.1K -343 -2%
SFP
566
Strategic Financial Partners
Oregon
$2.44M +$145K +1,054 +6%
VR
567
Viridian RIA
Washington
$2.41M – – –
Legacy Private Trust
568
Legacy Private Trust
Wisconsin
$2.4M +$1.72M +12,517 +253%
CPW
569
Catalyst Private Wealth
California
$2.4M +$2.39M +17,421 New
L & S Advisors
570
L & S Advisors
California
$2.39M +$37.1K +270 +2%
Dixon Hubard Feinour & Brown
571
Dixon Hubard Feinour & Brown
Virginia
$2.38M +$95.9K +698 +4%
CWA Asset Management Group
572
CWA Asset Management Group
Florida
$2.38M +$292K +2,127 +14%
MAS
573
Madden Advisory Services
Florida
$2.35M +$411K +2,993 +21%
Bath Savings Trust
574
Bath Savings Trust
Maine
$2.35M +$684K +4,976 +41%
CPA
575
Clear Perspective Advisors
Illinois
$2.33M +$1.51K +11 +0.1%