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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
F
776
Filament
Washington
$320K
CPO
777
Cerity Partners OCIO
New York
$316K -$12.7K -129 -4%
LFS
778
Lutz Financial Services
Nebraska
$314K -$378K -3,853 -55%
PMFA
779
Plante Moran Financial Advisors
Michigan
$311K +$47K +479 +18%
MC
780
Mathes Company
New York
$310K
RMCM
781
Reynders McVeigh Capital Management
Massachusetts
$308K +$13.1K +134 +5%
GCP
782
Gill Capital Partners
Colorado
$306K +$58.6K +597 +24%
SFA
783
Sequoia Financial Advisors
Ohio
$305K -$140K -1,424 -32%
AF
784
Apexium Financial
Texas
$300K
RWP
785
RWA Wealth Partners
Massachusetts
$298K -$202K -2,055 -41%
EBT
786
Enterprise Bank & Trust
Massachusetts
$297K +$62.5K +637 +27%
ST
787
Smithfield Trust
Pennsylvania
$296K
ACA
788
Aptus Capital Advisors
Alabama
$295K +$13.1K +134 +5%
BS
789
Boenning & Scattergood
Pennsylvania
$288K -$29.3K -299 -9%
AUB
790
Atlantic Union Bankshares
Virginia
$288K +$2.55K +26 +0.9%
KeyBank National Association
791
KeyBank National Association
Ohio
$288K +$13.2K +135 +5%
CS
792
Credit Suisse
Switzerland
$285K -$643K -6,550 -70%
MWA
793
Meridian Wealth Advisors
Texas
$285K +$5.79K +59 +2%
FNT
794
First National Trust
Pennsylvania
$281K -$27K -275 -9%
HFA
795
Hoover Financial Advisors
Pennsylvania
$280K -$38.2K -389 -12%
SWM
796
SeaCrest Wealth Management
New York
$280K
CCMD
797
Cypress Capital Management (Delaware)
Delaware
$279K
GG
798
GenWealth Group
New Jersey
$278K
AWS
799
AJ Wealth Strategies
New York
$276K
MFS
800
McNamara Financial Services
Massachusetts
$275K +$12K +122 +5%