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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCH
951
PGIM Custom Harvest
New Jersey
$2.63M +$211K +1,201 +8%
WBCM
952
Wilson & Boucher Capital Management
California
$2.63M +$8.95K +51 +0.3%
GTAM
953
Global Trust Asset Management
Florida
$2.63M -$297K -1,693 -10%
SFP
954
SwitchPoint Financial Planning
Utah
$2.63M +$2.72M +15,518 New
BFA
955
Beacon Financial Advisory
Ohio
$2.62M +$128K +727 +5%
HI
956
Hudock Inc
Pennsylvania
$2.62M +$4.04K +23 +0.1%
GJWM
957
Gilliland Jeter Wealth Management
Arkansas
$2.61M
PGFC
958
Peapack-Gladstone Financial Corp
New Jersey
$2.6M +$362K +2,061 +15%
KWM
959
Keebeck Wealth Management
Illinois
$2.6M +$159K +904 +6%
VW
960
Veridan Wealth
Oregon
$2.58M +$2.57M +14,617 New
MCC
961
Money Concepts Capital
Florida
$2.55M +$353K +2,014 +15%
AIM
962
Anchor Investment Management
South Carolina
$2.53M +$521K +2,969 +25%
AL
963
ADE LLC
Maryland
$2.52M -$3.69K -21 -0.1%
PL
964
Plancorp LLC
Missouri
$2.52M +$24.9K +142 +1%
RIM
965
Rockbridge Investment Management
New York
$2.51M -$3.33K -19 -0.1%
MAS
966
Meeder Advisory Services
Ohio
$2.49M +$420K +2,393 +19%
Harris Associates
967
Harris Associates
Illinois
$2.49M +$2.01M +11,468 +351%
PFA
968
Pillar Financial Advisors
Kentucky
$2.48M +$2.57M +14,664 New
TWM
969
Tradition Wealth Management
Minnesota
$2.48M -$26.5K -151 -1%
GHA
970
Granite Harbor Advisors
Texas
$2.48M
PWS
971
Peterson Wealth Services
Utah
$2.47M -$30K -171 -1%
PWG
972
Private Wealth Group
Florida
$2.47M +$35.8K +204 +1%
KeyBank National Association
973
KeyBank National Association
Ohio
$2.46M +$442K +2,518 +21%
MFA
974
Mayflower Financial Advisors
Massachusetts
$2.46M -$3.33K -19 -0.1%
SFP
975
Shepherd Financial Partners
Massachusetts
$2.46M +$55.6K +317 +2%