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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
1026
VERITY Wealth Advisors
United States
$740K – – –
Salem Investment Counselors
1027
Salem Investment Counselors
North Carolina
$736K +$133K +943 +20%
GGS
1028
Galvin Gaustad & Stein
Arizona
$735K +$78.6K +557 +11%
FM
1029
Foster & Motley
Ohio
$730K – – –
WFA
1030
Wipfli Financial Advisors
Wisconsin
$723K -$39.8K -282 -5%
WFPG
1031
Waller Financial Planning Group
Ohio
$722K -$62.5K -443 -7%
HHGA
1032
Halbert Hargrove Global Advisors
California
$720K +$564 +4 +0.1%
Badgley Phelps Wealth Managers
1033
Badgley Phelps Wealth Managers
Washington
$712K -$431K -3,056 -36%
MPW
1034
Monterey Private Wealth
California
$711K +$123K +872 +19%
SWM
1035
SeaCrest Wealth Management
New York
$707K +$22.6K +160 +3%
BFG
1036
Berger Financial Group
Minnesota
$705K +$37.5K +266 +5%
PFG
1037
Pinnacle Financial Group
Illinois
$704K +$282 +2 +0%
SAM
1038
SignalPoint Asset Management
Missouri
$702K +$49.9K +354 +7%
SOAG
1039
Silver Oak Advisory Group
Oregon
$699K +$17.9K +127 +2%
SHFA
1040
SC&H Financial Advisors
Maryland
$698K -$287K -2,036 -28%
AIC
1041
Ayalon Insurance Company
Israel
$697K +$34.8K +247 +5%
JGIA
1042
Jackson Grant Investment Advisers
Connecticut
$695K +$291K +2,064 +64%
AW
1043
ACG Wealth
Georgia
$692K – – –
WA
1044
Wealthstream Advisors
New York
$691K +$19.9K +141 +3%
LC
1045
Lincoln Capital
Nebraska
$685K +$45.4K +322 +7%
HIS
1046
Horizon Investment Services
Indiana
$682K -$54.7K -388 -7%
NEPWA
1047
New England Private Wealth Advisors
Massachusetts
$678K -$141 -1 -0%
CGA
1048
Crescent Grove Advisors
Illinois
$677K +$356K +2,525 +97%
CFS
1049
Cannon Financial Strategists
Georgia
$676K +$30K +213 +4%
OMC
1050
Overbrook Management Corp
New York
$673K – – –