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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
701
Patriot Financial Group Insurance Agency
Massachusetts
$439K +$25.8K +263 +6%
SNS Financial Group
702
SNS Financial Group
Minnesota
$438K – – –
SSB
703
Sandy Spring Bank
Maryland
$436K -$3.43K -35 -0.8%
GTAM
704
Global Trust Asset Management
Florida
$434K +$55.4K +565 +15%
MassMutual Private Wealth & Trust
705
MassMutual Private Wealth & Trust
Connecticut
$431K +$376K +3,829 +769%
SCM
706
Spreng Capital Management
Ohio
$425K -$22.1K -225 -5%
EPWM
707
Essex Private Wealth Management
Massachusetts
$424K – – –
Ritholtz Wealth Management
708
Ritholtz Wealth Management
New York
$423K +$417K +4,252 New
GIA
709
Gladstone Institutional Advisory
Florida
$419K -$8.73K -89 -2%
DSC
710
Duncker Streett & Co
Missouri
$413K +$24.8K +253 +6%
QCM
711
Quest Capital Management
Texas
$412K -$3.52M -35,881 -90%
BST
712
Bath Savings Trust
Maine
$412K +$74.2K +756 +22%
PHS
713
Pekin Hardy Strauss
Illinois
$408K +$98 +1 +0%
Dynamic Advisor Solutions
714
Dynamic Advisor Solutions
Arizona
$408K +$139K +1,417 +53%
I
715
INVST
Indiana
$407K -$6.57M -66,986 -94%
CBN
716
Cadence Bank NA
Texas
$405K +$2.65K +27 +0.7%
TNB
717
Thomasville National Bank
Georgia
$399K -$45.2K -461 -10%
TSWM
718
Triangle Securities Wealth Management
North Carolina
$398K +$29.4K +300 +8%
W
719
Wealthquest
Ohio
$397K +$392K +3,990 New
HR
720
Howe & Rusling
New York
$395K -$45.8K -467 -11%
DAC
721
Dividend Assets Capital
South Carolina
$392K -$44.2K -450 -10%
PAMG
722
Patton Albertson Miller Group
Tennessee
$392K -$27K -275 -7%
NG
723
Northstar Group
New York
$392K +$386K +3,931 New
LOPW
724
Live Oak Private Wealth
North Carolina
$392K +$387K +3,941 New
FP
725
Financial Perspectives
Minnesota
$392K – – –