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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
651
Capital Investment Advisors
Georgia
$358K +$6K +55 +2%
RMCM
652
Reynders McVeigh Capital Management
Massachusetts
$355K -$873 -8 -0.2%
EWM
653
Executive Wealth Management
Michigan
$354K +$272K +2,491 +357%
LC
654
Lourd Capital
California
$353K +$17K +156 +5%
RWM
655
RKL Wealth Management
Pennsylvania
$352K -$40.5K -371 -10%
1WA
656
180 Wealth Advisors
Washington
$351K -$5.13K -47 -1%
AA
657
Advisory Alpha
Michigan
$351K +$332K +3,037 +2,920%
FNBOO
658
First National Bank of Omaha
Nebraska
$348K +$28.9K +265 +9%
MC
659
Mathes Company
New York
$345K
WP
660
WealthShield Partners
North Carolina
$345K +$108K +992 +47%
FNT
661
First National Trust
Pennsylvania
$343K -$24.6K -225 -7%
WAG
662
Winthrop Advisory Group
Massachusetts
$343K -$3.49K -32 -1%
CPO
663
Cerity Partners OCIO
New York
$342K -$387K -3,543 -53%
NF
664
Nikulski Financial
Iowa
$340K -$36K -330 -10%
PWP
665
Personal Wealth Partners
Minnesota
$339K -$6.11K -56 -2%
RWM
666
Ritholtz Wealth Management
New York
$334K +$31.9K +292 +11%
Invesco
667
Invesco
Georgia
$333K +$328K +3,000 New
ST
668
Smithfield Trust
Pennsylvania
$330K -$2.51K -23 -0.8%
TCM
669
Telos Capital Management
California
$329K -$25.7K -235 -7%
FG
670
Fiduciary Group
Georgia
$328K +$109 +1 +0%
TF
671
Tompkins Financial
New York
$327K
RF
672
RHS Financial
California
$324K +$33.5K +307 +12%
IFAM
673
Institutional & Family Asset Management
Colorado
$322K -$437 -4 -0.1%
CFG
674
Cooper Financial Group
California
$319K +$16.5K +151 +6%
PWS
675
Paragon Wealth Strategies
Florida
$316K +$29.1K +267 +10%