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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
801
AmeriServ Wealth Advisors
Pennsylvania
$839K +$838K +6,101 New
BCA
802
Biltmore Capital Advisors
New Jersey
$838K +$545K +3,966 +186%
CIA
803
Capital Investment Advisors
Georgia
$836K +$88.3K +643 +12%
WCM
804
Windsor Capital Management
Arizona
$824K -$6.32K -46 -0.8%
CA
805
Calton & Associates
Florida
$820K +$17.4K +127 +2%
MAM
806
Marotta Asset Management
Virginia
$819K +$19.4K +141 +2%
BOPW
807
Brandywine Oak Private Wealth
Pennsylvania
$816K +$816K +5,936 New
EWM
808
Executive Wealth Management
Michigan
$807K +$49.3K +359 +7%
AF
809
Affiance Financial
Minnesota
$807K +$195K +1,420 +32%
BBNA
810
Bremer Bank National Association
Minnesota
$804K +$183K +1,332 +29%
GGS
811
Galvin Gaustad & Stein
Arizona
$800K +$34.9K +254 +5%
PSUF
812
People's United Financial
Connecticut
$796K -$18K -131 -2%
Fisher Asset Management
813
Fisher Asset Management
Washington
$792K +$348K +2,532 +78%
VWA
814
VERITY Wealth Advisors
United States
$788K +$254K +1,849 +48%
IWA
815
Inspirion Wealth Advisors
Illinois
$773K +$412 +3 +0.1%
DWM
816
Doyle Wealth Management
Florida
$773K +$25K +182 +3%
SWM
817
SeaCrest Wealth Management
New York
$767K +$296K +2,154 +63%
FM
818
Foster & Motley
Ohio
$763K
MGWM
819
Marks Group Wealth Management
Minnesota
$763K
RFA
820
Reilly Financial Advisors
California
$757K -$9.34K -68 -1%
DJSG
821
D.J. St. Germain
Massachusetts
$756K -$11.4K -83 -1%
TPW
822
Tiller Private Wealth
Pennsylvania
$756K +$755K +5,497 New
LW
823
Linscomb Wealth
Texas
$755K -$314K -2,283 -29%
B
824
Bridgeworth
Alabama
$747K +$9.62K +70 +1%
AIFAIM
825
American Institute for Advanced Investment Management
Arizona
$746K