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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
1276
J.W. Coons Advisors
Ohio
$548K -$114K -798 -17%
TSWM
1277
Triangle Securities Wealth Management
North Carolina
$547K -$3.87K -27 -0.7%
SSB
1278
Sandy Spring Bank
Maryland
$544K +$17.2K +120 +3%
NFSG
1279
Newbridge Financial Services Group
Florida
$543K -$140K -978 -20%
GCM
1280
Garland Capital Management
Washington
$543K +$21.5K +150 +4%
Massachusetts Financial Services
1281
Massachusetts Financial Services
Massachusetts
$540K +$191K +1,331 +51%
VCM
1282
Virtue Capital Management
Tennessee
$539K
BB
1283
Busey Bank
Illinois
$537K -$42.4K -296 -7%
ITIM
1284
Indiana Trust & Investment Management
Indiana
$534K +$555K +3,873 New
MIC
1285
Means Investment Company
Maine
$533K +$225K +1,571 +68%
BWA
1286
Beam Wealth Advisors
Louisiana
$533K +$62.8K +438 +13%
RWM
1287
Rockwood Wealth Management
Pennsylvania
$532K -$58.3K -407 -10%
PFM
1288
Peak Financial Management
Massachusetts
$532K +$143 +1 +0%
WJWM
1289
Williams Jones Wealth Management
New York
$530K -$41.3K -288 -7%
CRI
1290
Colonial River Investments
Virginia
$529K -$66.3K -463 -11%
BONH
1291
Bank of New Hampshire
New Hampshire
$529K -$61.3K -428 -10%
VFP
1292
Verus Financial Partners
Virginia
$525K +$287 +2 +0.1%
SIC
1293
SJS Investment Consulting
Ohio
$520K +$24.8K +173 +5%
CPSC
1294
Carl P. Sherr & Co
Massachusetts
$520K +$210K +1,463 +63%
DP
1295
DDD Partners
Washington
$520K -$37.8K -264 -7%
PFA
1296
Petra Financial Advisors
Colorado
$517K +$537K +3,749 New
TFO
1297
Tarbox Family Office
California
$515K +$143 +1 +0%
TB
1298
Treynor Bancshares
Iowa
$515K +$716 +5 +0.1%
LC
1299
Lincoln Capital
Nebraska
$512K -$31.8K -222 -6%
BFG
1300
Bouchey Financial Group
New York
$510K +$287 +2 +0.1%