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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
751
Shepherd Financial Partners
Massachusetts
$251K -$3.43K -31 -1%
EW
752
Evoke Wealth
California
$250K +$248K +2,240 New
PCM
753
Parsons Capital Management
Rhode Island
$249K
BOS
754
Bingham Osborn & Scarborough
California
$248K +$111 +1 +0%
EIP
755
Ellis Investment Partners
Pennsylvania
$247K +$32.2K +291 +15%
VA
756
Valmark Advisers
Ohio
$246K +$17.9K +162 +8%
VWM
757
Valley Wealth Managers
New Jersey
$245K +$243K +2,193 New
PA
758
PFG Advisors
Arizona
$244K +$7.08K +64 +3%
KC
759
Kingfisher Capital
North Carolina
$244K +$242K +2,184 New
WWM
760
Windsor Wealth Management
Indiana
$243K +$249K +2,251 New
LFA
761
Landmark Financial Advisors
Kentucky
$242K +$774 +7 +0.3%
ST
762
Spinnaker Trust
Maine
$239K
G
763
GenTrust
Florida
$238K
UWPG
764
Ullmann Wealth Partners Group
Florida
$238K
LC
765
Lincoln Capital
Nebraska
$238K +$6.19K +56 +3%
PGA
766
Portland Global Advisors
Maine
$237K
Principal Financial Group
767
Principal Financial Group
Iowa
$236K -$52.2K -472 -18%
BRC
768
Bell Rock Capital
Delaware
$235K -$3.87K -35 -2%
TFO
769
Tarbox Family Office
California
$235K +$11.3K +102 +5%
OC
770
Oarsman Capital
Wisconsin
$235K +$232K +2,101 New
PAG
771
Private Advisory Group
Washington
$234K
BST
772
Bath Savings Trust
Maine
$234K +$231K +2,092 New
MIM
773
Moseley Investment Management
Florida
$233K -$23.3K -211 -9%
TCM
774
Twele Capital Management
Minnesota
$232K -$5.31K -48 -2%
HPC
775
Hobart Private Capital
North Carolina
$232K -$40.4K -365 -15%