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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BST
726
Bath Savings Trust
Maine
$7.77M +$469K +2,245 +7%
FC
727
Family CFO
California
$7.76M -$43.4K -208 -0.6%
UAG
728
United Advisor Group
Ohio
$7.69M +$138K +662 +2%
1L
729
10Elms LLP
Oklahoma
$7.65M +$3.01M +14,416 +67%
KCIC
730
Kuhn & Co Investment Counsel
Illinois
$7.65M +$169K +810 +2%
PFM
731
Phillips Financial Management
Indiana
$7.61M -$550K -2,634 -7%
CIC
732
Cutler Investment Counsel
Oregon
$7.57M +$268K +1,282 +4%
LFA
733
Laraway Financial Advisors
Minnesota
$7.56M +$15.2K +73 +0.2%
WTA
734
Washington Trust Advisors
Massachusetts
$7.54M +$154K +737 +2%
CAN
735
Capital Advisor Network
Indiana
$7.53M -$15.5K -74 -0.2%
BTI
736
Blue Trust Inc
Georgia
$7.53M -$991K -4,745 -12%
SL
737
Sentinus LLC
Illinois
$7.53M -$437K -2,092 -6%
ISFAN
738
Investor's Fiduciary Advisor Network
Washington
$7.5M +$1.89M +9,037 +36%
GWM
739
GSB Wealth Management
Connecticut
$7.43M +$113K +540 +2%
IAS
740
Insigneo Advisory Services
Florida
$7.39M +$115K +550 +2%
EAM
741
Erste Asset Management
Austria
$7.39M -$7.27M -34,800 -51%
MAA
742
Matrix Asset Advisors
New York
$7.37M +$906K +4,340 +15%
NB
743
NBH Bank
Colorado
$7.37M +$7.06M +33,803 New
LA
744
LexAurum Advisors
Kansas
$7.37M -$7.93K -38 -0.1%
JIC
745
Johnson Investment Counsel
Ohio
$7.36M +$974K +4,665 +16%
RFS
746
Richardson Financial Services
Massachusetts
$7.34M -$57.6K -276 -0.8%
CPA
747
Cardiff Park Advisors
California
$7.31M -$1.71M -8,188 -20%
DWML
748
Decker Wealth Management LLC
Tennessee
$7.29M +$185K +887 +3%
MWA
749
Martel Wealth Advisors
Washington
$7.28M -$77.1K -369 -1%
YWS
750
Yarger Wealth Strategies
Ohio
$7.27M +$227K +1,086 +3%