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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
826
Summit Asset Management
Tennessee
$208K
ODIJL
827
One Day In July LLC
Vermont
$207K -$836K -7,623 -77%
AWM
828
Aevitas Wealth Management
Massachusetts
$207K -$84.6K -771 -25%
SWPG
829
Strategic Wealth Partners Group
Illinois
$206K -$91.8K -837 -27%
AIC
830
Archer Investment Corporation
Indiana
$206K +$108K +984 +74%
IAMOG
831
Investors Asset Management of Georgia
Georgia
$205K
FM
832
Foster & Motley
Ohio
$204K
WA1
833
Wimmer Associates 1
California
$204K
V
834
VeraBank
Texas
$202K +$248K +2,264 New
M
835
MOTCO
Texas
$200K +$188K +1,710 +318%
EW
836
Evoke Wealth
California
$199K +$246K +2,240 New
SAM
837
S.A. Mason
Michigan
$194K -$16K -146 -6%
EIP
838
Ellis Investment Partners
Pennsylvania
$194K +$2.08K +19 +0.8%
FWM
839
Filbrandt Wealth Management
Wisconsin
$192K +$988 +9 +0.4%
KFI
840
Key Financial Inc
Pennsylvania
$182K +$3.07K +28 +1%
Lazard Asset Management
841
Lazard Asset Management
New York
$182K +$225K +2,050 New
TFO
842
Tarbox Family Office
California
$178K -$11.2K -102 -5%
RDWM
843
Red Door Wealth Management
Tennessee
$174K -$4.61K -42 -2%
EFSCE
844
Enterprise Financial Services Corp (EFSC)
Missouri
$172K -$9.55K -87 -4%
GEA
845
Glen Eagle Advisors
New Jersey
$170K +$988 +9 +0.5%
TC
846
Truvestments Capital
Florida
$164K -$3.24M -29,526 -94%
WEC
847
Winslow Evans & Crocker
Massachusetts
$158K -$98.8K -900 -34%
RWM
848
Raffa Wealth Management
District of Columbia
$155K
OSNBOA
849
Old Second National Bank of Aurora
Illinois
$155K
CCM
850
Cribstone Capital Management
Maine
$153K +$27.4K +250 +17%