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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1001
Sightline Wealth Advisors
Connecticut
$320K -$31.3K -250 -9%
PFBT
1002
Parkside Financial Bank & Trust
Missouri
$320K +$9.15K +73 +3%
GPA
1003
Garrison Point Advisors
California
$319K
AA
1004
Ancora Advisors
Ohio
$319K +$108K +865 +55%
EBT
1005
Enterprise Bank & Trust
Massachusetts
$318K -$52K -415 -15%
RWP
1006
RWA Wealth Partners
Massachusetts
$318K
GLLW
1007
Graves Light Lenhart Wealth
Virginia
$317K +$1.13K +9 +0.4%
FWP
1008
FAS Wealth Partners
Kansas
$317K +$20.8K +166 +7%
IHWM
1009
Iron Horse Wealth Management
Iowa
$316K -$9.4K -75 -3%
AWM
1010
Aevitas Wealth Management
Massachusetts
$316K +$752 +6 +0.3%
FSA
1011
Fort Sheridan Advisors
Illinois
$316K +$86.5K +690 +40%
BCV
1012
Banque Cantonale Vaudoise
Switzerland
$316K +$227K +1,808 +304%
Vontobel Holding
1013
Vontobel Holding
Switzerland
$316K +$301K +2,400 New
Chevy Chase Trust
1014
Chevy Chase Trust
Maryland
$316K +$301K +2,403 New
AI
1015
Accredited Investors
Minnesota
$315K +$300K +2,393 New
KFI
1016
Key Financial Inc
Pennsylvania
$314K +$35.2K +281 +13%
RP
1017
Rowlandmiller & Partners
Georgia
$313K
CCP
1018
Clarkston Capital Partners
Michigan
$313K +$299K +2,384 New
CPSC
1019
Carl P. Sherr & Co
Massachusetts
$312K -$9.28K -74 -3%
FG
1020
Fiduciary Group
Georgia
$312K
BG
1021
Benedetti & Gucer
Georgia
$312K +$298K +2,380 New
MLFP
1022
MPS Loria Financial Planners
Illinois
$310K -$17.6K -140 -6%
TCOV
1023
Trust Company of Vermont
Vermont
$309K +$131K +1,041 +79%
EIP
1024
Ellis Investment Partners
Pennsylvania
$308K +$1.5K +12 +0.5%
TF
1025
Trek Financial
Arizona
$305K -$26.3K -210 -8%