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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
826
Reilly Financial Advisors
California
$240K -$6.87K -70 -3%
FNBOMD
827
First National Bank of Mount Dora
Florida
$240K
KIA
828
KCM Investment Advisors
California
$238K -$167K -1,700 -42%
RP
829
Rowlandmiller & Partners
Georgia
$237K
AWM
830
Aevitas Wealth Management
Massachusetts
$237K +$5.69K +58 +2%
BPB
831
Badgley, Phelps & Bell
Washington
$237K +$233K +2,379 New
TFS
832
Thoroughbred Financial Services
Tennessee
$236K -$149K -1,516 -39%
NFG
833
NewFocus Financial Group
Washington
$235K -$105K -1,065 -31%
FG
834
Fiduciary Group
Georgia
$233K -$65.1K -663 -22%
SFS
835
Summit Financial Strategies
Ohio
$233K -$8.63K -88 -4%
IFWM
836
Institute for Wealth Management
Colorado
$233K -$1.96K -20 -0.8%
HSA
837
HBK Sorce Advisory
Pennsylvania
$233K +$230K +2,344 New
TCM
838
Telos Capital Management
California
$232K -$22.1K -225 -9%
SAM
839
Summit Asset Management
Tennessee
$232K
DLCIG
840
D.L. Carlson Investment Group
New Hampshire
$231K -$13.2K -135 -6%
IAMOG
841
Investors Asset Management of Georgia
Georgia
$229K
EIP
842
Ellis Investment Partners
Pennsylvania
$229K +$1.77K +18 +0.8%
AIC
843
Archer Investment Corporation
Indiana
$225K -$4.81K -49 -2%
V
844
VeraBank
Texas
$225K
MCM
845
Mainstay Capital Management
Michigan
$225K +$222K +2,258 New
FWM
846
Filbrandt Wealth Management
Wisconsin
$224K +$9.22K +94 +4%
EW
847
Evoke Wealth
California
$223K
KC
848
Kingfisher Capital
North Carolina
$223K +$220K +2,237 New
HPC
849
Hobart Private Capital
North Carolina
$223K +$219K +2,236 New
MLFP
850
MPS Loria Financial Planners
Illinois
$222K +$219K +2,227 New