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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
926
Spreng Capital Management
Ohio
$526K -$49.2K -358 -9%
TSWM
927
Triangle Securities Wealth Management
North Carolina
$515K +$2.88K +21 +0.6%
GW
928
GW & Wade
Massachusetts
$514K -$448K -3,258 -47%
TCMP
929
Thrive Capital Management (Pennsylvania)
Pennsylvania
$508K +$508K +3,698 New
WF
930
WoodTrust Financial
Wisconsin
$507K
PBF
931
Petix & Botte Financial
California
$505K
RTS
932
Round Table Services
New Jersey
$504K +$78.7K +573 +19%
CA
933
Continuum Advisory
Idaho
$502K +$101K +732 +25%
ICG
934
InterOcean Capital Group
Tennessee
$499K
TFO
935
Tarbox Family Office
California
$498K
PFM
936
Parsec Financial Management
North Carolina
$492K -$36.5K -266 -7%
SWM
937
SigFig Wealth Management
California
$492K +$258K +1,877 +110%
NCM
938
Noesis Capital Mangement
Florida
$490K +$281K +2,045 +134%
CWA
939
Canvas Wealth Advisors
Kansas
$489K +$153K +1,117 +46%
JFA
940
JNBA Financial Advisors
Minnesota
$484K +$25.3K +184 +6%
PCIA
941
Prime Capital Investment Advisors
Kansas
$483K +$482K +3,511 New
KCM
942
Karp Capital Management
California
$480K +$196K +1,425 +69%
IAN
943
Integrated Advisors Network
Texas
$474K +$6.87K +50 +1%
FP
944
Financial Perspectives
Minnesota
$472K +$31.9K +232 +7%
CIC
945
Carnegie Investment Counsel
Ohio
$466K -$24K -175 -5%
TI
946
Truepoint Inc
Ohio
$464K -$103K -751 -18%
KA
947
Klingman & Associates
New York
$464K -$47.5K -346 -9%
SSB
948
Sandy Spring Bank
Maryland
$463K -$151K -1,096 -25%
QCG
949
Quadrant Capital Group
Ohio
$462K -$25.4K -185 -5%
SFS
950
Summit Financial Strategies
Ohio
$461K +$461K +3,354 New