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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LB
1301
Legacy Bridge
Iowa
$32K – – –
JGIA
1302
Jackson Grant Investment Advisers
Connecticut
$32K +$137 +1 +0.4%
PFA
1303
Professional Financial Advisors
Nebraska
$31K +$1.1K +8 +4%
PSIWM
1304
Paradigm Strategies in Wealth Management
Minnesota
$30K – – –
LF
1305
Lee Financial
Texas
$29K – – –
SIM
1306
Sonora Investment Management
Arizona
$29K – – –
MIM
1307
Macroview Investment Management
Maryland
$29K +$137 +1 +0.5%
BAM
1308
Bellevue Asset Management
Washington
$28K +$137 +1 +0.5%
RCM
1309
Robinson Capital Management
Michigan
$28K +$27.5K +200 New
TC
1310
Truvestments Capital
Florida
$27K +$21K +153 +333%
FCMT
1311
Founders Capital Management (Texas)
Texas
$27K +$27.5K +200 New
CAGAS
1312
Capital Advisory Group Advisory Services
Minnesota
$25K – – –
FMTCOCP
1313
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$24K – – –
PA
1314
Perennial Advisors
New York
$24K – – –
HWMA
1315
Heritage Wealth Management (Arizona)
Arizona
$24K +$23.6K +172 New
TCWA
1316
Ten Capital Wealth Advisors
Washington
$24K +$24.2K +176 New
HI
1317
Hoey Investments
Pennsylvania
$23K – – –
MAM
1318
McCarthy Asset Management
California
$23K – – –
VNA
1319
Valley National Advisers
Pennsylvania
$23K +$16.2K +118 +236%
GA
1320
GoalVest Advisory
New York
$23K +$22.8K +166 New
AWM
1321
AllSquare Wealth Management
New York
$22K – – –
RBC
1322
Roble Belko & Company
Pennsylvania
$22K – – –
MRCM
1323
M&R Capital Management
New Jersey
$19K – – –
JWBC
1324
John W. Brooker & Co
California
$19K +$137 +1 +0.7%
WAS
1325
Winch Advisory Services
Wisconsin
$16K -$550 -4 -3%