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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHGA
1051
Sand Hill Global Advisors
California
$975K -$2.27M -16,148 -70%
GA
1052
Greenspring Advisors
Maryland
$972K -$12.5K -89 -1%
CW
1053
CIC Wealth
Maryland
$970K -$131K -937 -12%
FT
1054
Fiduciary Trust
Massachusetts
$970K -$131K -932 -12%
PG
1055
Prostatis Group
Maryland
$968K -$15.9M -113,185 -94%
CM
1056
Columbus Macro
Pennsylvania
$967K -$421K -3,000 -30%
MCCP
1057
Mission Creek Capital Partners
California
$963K -$29.9K -213 -3%
GCA
1058
Gradient Capital Advisors
California
$961K -$11.8K -84 -1%
FOA
1059
Five Oceans Advisors
California
$958K -$12.6K -90 -1%
SPI
1060
Sutton Place Investors
New York
$950K +$702 +5 +0.1%
FNT
1061
First National Trust
Pennsylvania
$949K -$33.1K -236 -3%
NFSG
1062
Newbridge Financial Services Group
Florida
$945K +$2.25K +16 +0.2%
B
1063
Bellecapital
Switzerland
$945K +$115K +820 +14%
TA
1064
TFB Advisors
Kansas
$941K +$150K +1,072 +19%
RIS
1065
Retirement Income Solutions
Michigan
$936K -$102K -728 -10%
PI
1066
PFG Investments
New York
$936K +$951K +6,775 New
IFAM
1067
Institutional & Family Asset Management
Colorado
$933K -$293K -2,089 -24%
TA
1068
TrueWealth Advisors
Alabama
$928K +$14.6K +104 +2%
DWM
1069
Dakota Wealth Management
Florida
$928K -$66.7K -475 -7%
SIC
1070
Salem Investment Counselors
North Carolina
$925K +$25.5K +182 +3%
SL
1071
Sentinus LLC
Illinois
$923K +$938K +6,681 New
WP
1072
WMS Partners
Maryland
$921K -$109K -779 -10%
SOS
1073
Silver Oak Securities
Tennessee
$916K +$24.8K +177 +3%
HSA
1074
HBK Sorce Advisory
Pennsylvania
$911K -$7.96M -56,750 -90%
FWCM
1075
Ferguson Wellman Capital Management
Oregon
$911K +$154K +1,100 +20%