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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1226
NCM Capital Management
New Jersey
$610K
BFIM
1227
Beese Fulmer Investment Management
Ohio
$609K +$9.09K +66 +2%
WQ
1228
Wealth Quarterback
New Jersey
$608K +$326K +2,367 +121%
ACM
1229
Allred Capital Management
Texas
$607K -$8.27K -60 -1%
DA
1230
Detalus Advisors
Missouri
$605K +$39.9K +290 +7%
KA
1231
Klingman & Associates
New York
$604K +$181K +1,312 +44%
VFP
1232
Verus Financial Partners
Virginia
$602K +$551 +4 +0.1%
RSC
1233
Red Spruce Capital
Pennsylvania
$601K +$24.9K +181 +4%
HA
1234
HC Advisors
Georgia
$598K +$90.1K +654 +18%
KWILP
1235
Kiwi Wealth Investments Limited Partnership
New Zealand
$595K +$584K +4,241 New
CFAM
1236
Center For Asset Management
Florida
$595K -$25.2K -183 -4%
RWM
1237
Rockwood Wealth Management
Pennsylvania
$594K +$15.4K +112 +3%
EWA
1238
Evolution Wealth Advisors
Florida
$593K
BBNA
1239
Bremer Bank National Association
Minnesota
$593K
BONH
1240
Bank of New Hampshire
New Hampshire
$593K +$16.5K +120 +3%
SIAG
1241
Safeguard Investment Advisory Group
California
$592K -$212K -1,539 -27%
BWA
1242
BlueSky Wealth Advisors
North Carolina
$591K +$1.93K +14 +0.3%
OCM
1243
Orser Capital Management
Texas
$590K -$872K -6,330 -60%
FSA
1244
Fort Sheridan Advisors
Illinois
$589K +$67.4K +489 +13%
BEAM
1245
Baker Ellis Asset Management
Washington
$583K +$572K +4,155 New
RIA
1246
RPG Investment Advisory
California
$583K +$40.6K +295 +8%
CIAS
1247
Capital Investment Advisory Services
North Carolina
$579K -$9.09K -66 -2%
LK
1248
Lumbard & Kellner
New Hampshire
$576K
ACM
1249
Advance Capital Management
Michigan
$576K -$55.8K -405 -9%
GKWIM
1250
Gerber Kawasaki Wealth & Investment Management
California
$574K -$63.5K -461 -10%