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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1076
Cribstone Capital Management
Maine
$128K
CWP
1077
Concord Wealth Partners
Virginia
$124K +$117K +1,042 New
GEA
1078
Glen Eagle Advisors
New Jersey
$120K -$71.3K -634 -39%
MAM
1079
Marquette Asset Management
Minnesota
$119K
OPW
1080
Oxler Private Wealth
New York
$117K +$111K +989 New
AIC
1081
Ayalon Insurance Company
Israel
$109K +$82K +729 +390%
BWA
1082
BDO Wealth Advisors
Florida
$108K -$5.62K -50 -5%
HCM
1083
Highlander Capital Management
New Jersey
$106K
FPW
1084
Flagship Private Wealth
Massachusetts
$105K +$99.6K +886 New
LS
1085
Leelyn Smith
Illinois
$103K +$52.2K +464 +116%
CT
1086
Caldwell Trust
Florida
$102K
RIA
1087
RPG Investment Advisory
California
$98K
LWANC
1088
Laurel Wealth Advisors (North Carolina)
North Carolina
$96K
Kayne Anderson Rudnick Investment Management
1089
Kayne Anderson Rudnick Investment Management
California
$95K +$225 +2 +0.3%
CAL
1090
Capital Analysts LLC
Pennsylvania
$93K +$80.1K +712 +1,079%
WFA
1091
West Financial Advisors
Iowa
$93K +$87.8K +781 New
TFGT
1092
TS Financial Group (TSFG)
Illinois
$92K
HGWM
1093
Harvest Group Wealth Management
Massachusetts
$91K +$787 +7 +0.9%
CMA
1094
Cedar Mountain Advisors
Oregon
$90K
BFG
1095
Baron Financial Group
New Jersey
$86K
HPC
1096
HM Payson & Co
Maine
$86K +$10K +89 +14%
SWM
1097
Sugarloaf Wealth Management
Georgia
$85K
SNT
1098
Security National Trust
West Virginia
$84K
BAMG
1099
Brand Asset Management Group
Missouri
$83K +$1.57K +14 +2%
MRC
1100
Millburn Ridgefield Corp
New York
$83K +$9.67K +86 +14%