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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IB
1076
Intrust Bank
Kansas
$301K -$53.2K -387 -15%
MC
1077
Moors & Cabot
Massachusetts
$301K +$46.4K +338 +18%
DOA
1078
D'Orazio & Associates
Virginia
$300K
SAM
1079
S.A. Mason
Michigan
$300K
SW
1080
SkyOak Wealth
Michigan
$300K
CYG
1081
Clean Yield Group
Vermont
$296K
FWM
1082
Filbrandt Wealth Management
Wisconsin
$296K
JCM
1083
Jag Capital Management
Missouri
$294K +$294K +2,141 New
BOS
1084
Bingham Osborn & Scarborough
California
$293K
MWC
1085
MKD Wealth Coaches
Michigan
$293K
FFS
1086
Founders Financial Securities
Maryland
$293K +$293K +2,129 New
GWM
1087
GSB Wealth Management
Connecticut
$292K +$10.3K +75 +4%
SIA
1088
Soltis Investment Advisors
Utah
$290K -$6.73K -49 -2%
SIC
1089
Salem Investment Counselors
North Carolina
$289K +$10.3K +75 +4%
Chevy Chase Trust
1090
Chevy Chase Trust
Maryland
$288K -$42.2K -307 -13%
MSA
1091
Marino Stram & Associates
Massachusetts
$287K -$12.3M -89,630 -98%
YWP
1092
YorkBridge Wealth Partners
New York
$287K +$23.4K +170 +9%
RP
1093
Rowlandmiller & Partners
Georgia
$286K -$41.2K -300 -13%
TNB
1094
Thomasville National Bank
Georgia
$284K -$271K -1,973 -49%
BI
1095
Berkeley Inc
Idaho
$283K +$550 +4 +0.2%
HIC
1096
Holderness Investments Company
North Carolina
$283K
Lazard Asset Management
1097
Lazard Asset Management
New York
$281K
GT
1098
Glenview Trust
Kentucky
$281K +$18.8K +137 +7%
BWM
1099
Bulltick Wealth Management
Florida
$281K +$281K +2,044 New
KIA
1100
KCM Investment Advisors
California
$280K -$13.7K -100 -5%