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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CI
876
Cordant Inc
Oregon
$252K +$243K +2,106 New
PAG
877
Private Advisory Group
Washington
$251K
ISWM
878
Independent Solutions Wealth Management
New York
$251K +$242K +2,094 New
MIM
879
Moseley Investment Management
Florida
$250K +$115 +1 +0%
TCM
880
Twele Capital Management
Minnesota
$249K
SB
881
Strategic Blueprint
Georgia
$249K +$202K +1,749 +530%
SWA
882
Stratos Wealth Advisors
Ohio
$247K -$385K -3,339 -62%
BFS
883
Bradley Foster & Sargent
Connecticut
$247K +$238K +2,063 New
CWM
884
Centric Wealth Management
Illinois
$245K -$56.9K -493 -19%
CST
885
Charles Schwab Trust
Nevada
$244K +$21K +182 +10%
APG
886
Abacus Planning Group
South Carolina
$243K +$234K +2,030 New
PFBT
887
Parkside Financial Bank & Trust
Missouri
$242K
EFSCE
888
Enterprise Financial Services Corp (EFSC)
Missouri
$242K +$4.16K +36 +2%
DI
889
Disciplined Investments
Oklahoma
$241K +$232K +2,012 New
Chevy Chase Trust
890
Chevy Chase Trust
Maryland
$240K
FLII
891
First Long Island Investors
New York
$240K
MLFP
892
MPS Loria Financial Planners
Illinois
$240K
RDWM
893
Red Door Wealth Management
Tennessee
$240K +$231K +1,997 New
MIP
894
Marietta Investment Partners
Wisconsin
$239K -$40.4K -350 -15%
HT
895
Heritage Trust
Oklahoma
$238K -$819K -7,093 -78%
FVWA
896
Foster Victor Wealth Advisors
South Carolina
$238K -$1.39K -12 -0.6%
KFI
897
Key Financial Inc
Pennsylvania
$237K +$228K +1,974 New
HP
898
HT Partners
Connecticut
$236K
PHS
899
Pekin Hardy Strauss
Illinois
$235K +$227K +1,963 New
GT
900
Glenview Trust
Kentucky
$234K