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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWC
1051
MKD Wealth Coaches
Michigan
$280K
BOS
1052
Bingham Osborn & Scarborough
California
$280K +$125 +1 +0%
WCA
1053
Windsor Creek Advisors
Vermont
$279K +$266K +2,120 New
JIP
1054
Jaffetilchin Investment Partners
Florida
$279K +$266K +2,123 New
TF
1055
TimeScale Financial
Massachusetts
$278K -$46.1K -368 -15%
AC
1056
Avestar Capital
New York
$278K +$257K +2,050 New
MA
1057
Mezzasalma Advisors
New Jersey
$276K
CWM
1058
Connecticut Wealth Management
Connecticut
$275K +$37.7K +301 +17%
KCM
1059
Karp Capital Management
California
$272K +$260K +2,070 New
HIC
1060
Holderness Investments Company
North Carolina
$271K +$2.51K +20 +1%
BI
1061
Berkeley Inc
Idaho
$270K +$501 +4 +0.2%
Lazard Asset Management
1062
Lazard Asset Management
New York
$269K
GWM
1063
GSB Wealth Management
Connecticut
$269K +$257K +2,047 New
SHA
1064
Seneca House Advisors
Virginia
$269K +$257K +2,047 New
SA
1065
Sunesis Advisors
Kansas
$268K -$69.1K -551 -21%
SIC
1066
Salem Investment Counselors
North Carolina
$267K -$110K -879 -30%
GG
1067
Gofen & Glossberg
Illinois
$267K +$30.6K +244 +14%
SCA
1068
St. Clair Advisors
Ohio
$267K
WG
1069
Welch Group
Alabama
$266K +$254K +2,023 New
PGAM
1070
Princeton Global Asset Management
New Jersey
$263K
PCP
1071
Proficio Capital Partners
Massachusetts
$262K -$113K -905 -31%
JGC
1072
J. Goldman & Co
New York
$262K +$250K +1,992 New
HP
1073
HT Partners
Connecticut
$259K
KW
1074
KWB Wealth
California
$258K +$376 +3 +0.2%
DP
1075
Dearborn Partners
Illinois
$256K +$1.88K +15 +0.8%