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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWA
701
Guidant Wealth Advisors
Illinois
$226K +$243K +2,311 New
IAMOG
702
Investors Asset Management of Georgia
Georgia
$225K
PP
703
Prudential plc
United Kingdom
$225K +$21K +200 +10%
SHWM
704
Smith & Howard Wealth Management
Georgia
$224K +$240K +2,286 New
CICI
705
Capital Investment Counsel Inc
North Carolina
$223K +$7.47K +71 +3%
I
706
IberiaBank
Louisiana
$223K +$239K +2,275 New
CWM
707
Connecticut Wealth Management
Connecticut
$221K +$25.6K +243 +12%
CAG
708
Crestwood Advisors Group
Massachusetts
$220K
FM
709
Foster & Motley
Ohio
$219K -$31K -295 -12%
HT
710
Heritage Trust
Oklahoma
$219K +$3.89K +37 +2%
FCIM
711
Fairview Capital Investment Management
California
$218K -$14.5K -138 -6%
PWAP
712
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$218K
FG
713
Fiduciary Group
Georgia
$218K +$210 +2 +0.1%
TCM
714
Twele Capital Management
Minnesota
$216K -$22.9K -218 -9%
CG
715
Corundum Group
Colorado
$214K +$230K +2,183 New
GLA
716
Good Life Advisors
Pennsylvania
$213K +$228K +2,172 New
PAG
717
Private Advisory Group
Washington
$212K
WI
718
Wintrust Investments
Illinois
$210K +$226K +2,148 New
Lazard Asset Management
719
Lazard Asset Management
New York
$210K +$226K +2,152 New
JWM
720
Janiczek Wealth Management
Colorado
$209K -$49.2K -468 -18%
UWPG
721
Ullmann Wealth Partners Group
Florida
$208K
ST
722
Spinnaker Trust
Maine
$206K -$4.73K -45 -2%
WCF
723
West Coast Financial
California
$202K +$217K +2,061 New
BW
724
Bison Wealth
Georgia
$200K -$10.7K -102 -5%
TFO
725
Tarbox Family Office
California
$196K