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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
1026
Asset Dedication LLC
California
$221K -$10.9K -97 -5%
GBBWRPM
1027
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$221K +$209K +1,856 New
WBG
1028
Wharton Business Group
Pennsylvania
$221K +$209K +1,858 New
CNC
1029
Canandaigua National Corp
New York
$219K +$207K +1,838 New
CTB
1030
Country Trust Bank
Illinois
$218K +$49.8K +443 +32%
FFWA
1031
FRG Family Wealth Advisors
Washington
$218K +$206K +1,835 New
RA
1032
Riversedge Advisors
Delaware
$215K +$203K +1,808 New
RWM
1033
Raffa Wealth Management
District of Columbia
$214K +$2.7K +24 +1%
PGA
1034
Portland Global Advisors
Maine
$214K +$202K +1,796 New
GSEP
1035
Golden State Equity Partners
California
$214K +$203K +1,801 New
BIM
1036
Bridges Investment Management
Nebraska
$214K +$203K +1,804 New
CWM
1037
Connecticut Wealth Management
Connecticut
$213K -$36.2K -322 -15%
TA
1038
TrueWealth Advisors
Alabama
$213K +$196K +1,744 New
GG
1039
Gofen & Glossberg
Illinois
$213K +$201K +1,791 New
SSC
1040
Syverson Strege & Co
Iowa
$210K +$199K +1,768 New
MIC
1041
Means Investment Company
Maine
$208K +$189K +1,678 New
FSG
1042
Financial Strategies Group
Michigan
$208K +$197K +1,748 New
PCH
1043
PGIM Custom Harvest
New Jersey
$208K +$197K +1,751 New
PWS
1044
Paragon Wealth Strategies
Florida
$207K +$196K +1,743 New
UWPG
1045
Ullmann Wealth Partners Group
Florida
$207K +$196K +1,743 New
S
1046
Surevest
California
$206K +$195K +1,734 New
CHJWM
1047
Carlton Hofferkamp & Jenks Wealth Management
Texas
$205K +$188K +1,673 New
YWP
1048
YorkBridge Wealth Partners
New York
$205K +$194K +1,721 New
RF
1049
RHS Financial
California
$204K -$33.4K -297 -15%
FSA
1050
Fort Sheridan Advisors
Illinois
$204K +$193K +1,715 New