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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFIM
1051
Beese Fulmer Investment Management
Ohio
$575K -$7.28K -51 -1%
AR
1052
Apeiron RIA
Texas
$575K +$558K +3,907 New
PPW
1053
Pinnacle Private Wealth
Massachusetts
$573K +$557K +3,898 New
PAMG
1054
Patton Albertson Miller Group
Tennessee
$567K
ACM
1055
Advance Capital Management
Michigan
$563K +$547K +3,829 New
GLA
1056
Good Life Advisors
Pennsylvania
$559K -$86K -602 -14%
BLC
1057
Brown, Lisle/Cummings
Rhode Island
$558K +$541K +3,790 New
KCM
1058
Karp Capital Management
California
$557K +$121K +849 +29%
AC
1059
Avestar Capital
New York
$557K +$251K +1,759 +87%
SIC
1060
Salem Investment Counselors
North Carolina
$548K +$108K +755 +25%
TC
1061
Toews Corporation
New Jersey
$546K -$168K -1,179 -24%
GLLW
1062
Graves Light Lenhart Wealth
Virginia
$544K +$146K +1,025 +38%
AA
1063
AlphaMark Advisors
Kentucky
$543K -$112K -785 -18%
RWRC
1064
R.W. Roge & Company
New York
$543K -$5K -35 -0.9%
ODFS
1065
O'Donnell Financial Services
California
$541K +$535K +3,746 New
TI
1066
Truepoint Inc
Ohio
$540K +$20K +140 +4%
SIC
1067
SJS Investment Consulting
Ohio
$540K +$524K +3,668 New
LP
1068
Lloyd Park
Illinois
$536K +$520K +3,643 New
SAM
1069
Secure Asset Management
Michigan
$535K +$86.5K +606 +20%
SCM
1070
Spreng Capital Management
Ohio
$534K -$4.14K -29 -0.8%
ICG
1071
InterOcean Capital Group
Tennessee
$534K
TFO
1072
Tarbox Family Office
California
$533K
PFM
1073
Parsec Financial Management
North Carolina
$524K
OWA
1074
One Wealth Advisors
California
$517K -$97.1K -680 -16%
BO
1075
BRR OpCo
Ohio
$516K -$55K -385 -10%