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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ICG
1101
InterOcean Capital Group
Tennessee
$589K +$52.1K +357 +10%
PIA
1102
Perennial Investment Advisors
California
$589K +$123K +842 +27%
WB
1103
West Bancorporation
Iowa
$586K +$339K +2,325 +142%
IFWM
1104
Institute for Wealth Management
Colorado
$585K -$1.75K -12 -0.3%
FWM
1105
FSA Wealth Management
Massachusetts
$581K
LHWM
1106
Lake Hills Wealth Management
Texas
$572K -$5.06M -34,655 -90%
VCM
1107
Virtue Capital Management
Tennessee
$572K -$25.8K -177 -4%
EI
1108
Ethic Inc
New York
$572K +$565K +3,874 New
PAMG
1109
Patton Albertson Miller Group
Tennessee
$570K +$438 +3 +0.1%
JIP
1110
Jaffetilchin Investment Partners
Florida
$569K +$210K +1,438 +54%
TFA
1111
Trinity Financial Advisors
Ohio
$562K +$344K +2,360 +164%
CAWM
1112
Capital Advisors Wealth Management
Washington
$557K +$133K +912 +32%
ODFS
1113
O'Donnell Financial Services
California
$554K
NL
1114
Navalign LLC
California
$551K -$120K -825 -18%
CIC
1115
Carnegie Investment Counsel
Ohio
$551K +$57.9K +397 +12%
SIA
1116
Soltis Investment Advisors
Utah
$551K +$78.8K +540 +17%
TB
1117
Treynor Bancshares
Iowa
$551K +$107K +732 +24%
MIAS
1118
Mason Investment Advisory Services
Virginia
$546K +$135K +926 +33%
EWM
1119
EPG Wealth Management
Georgia
$546K +$32.8K +225 +6%
PFM
1120
Parsec Financial Management
North Carolina
$544K +$17.7K +121 +3%
MCM
1121
Moore Capital Management
New York
$544K +$537K +3,680 New
SIC
1122
SJS Investment Consulting
Ohio
$542K
LP
1123
Lloyd Park
Illinois
$541K +$2.92K +20 +0.5%
GLA
1124
Good Life Advisors
Pennsylvania
$537K -$24.1K -165 -4%
BB
1125
Busey Bank
Illinois
$537K +$99.2K +680 +23%