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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
1301
M&R Capital Management
New Jersey
$19K – – –
JWBC
1302
John W. Brooker & Co
California
$19K +$139 +1 +0.7%
AWM
1303
AllSquare Wealth Management
New York
$18K -$4.18K -30 -18%
WAS
1304
Winch Advisory Services
Wisconsin
$16K +$139 +1 +0.9%
ONST
1305
Old North State Trust
North Carolina
$15K -$23K -165 -60%
BWP
1306
Baldwin Wealth Partners
Massachusetts
$15K – – –
HF
1307
Halpern Financial
Virginia
$14.6K – – –
PFSC
1308
Peoples Financial Services Corp
Pennsylvania
$14K – – –
SC
1309
Sawyer & Company
Massachusetts
$14K – – –
MSFP
1310
Mark Sheptoff Financial Planning
Connecticut
$14K +$14.9K +107 New
BNP Paribas Financial Markets
1311
BNP Paribas Financial Markets
France
$13.5K – – –
EAM
1312
Eukles Asset Management
Ohio
$13K – – –
PA
1313
PSI Advisors
Florida
$13K +$13.6K +98 New
VRM
1314
Vectors Research Management
New York
$12K +$1.11K +8 +10%
MWM
1315
Mascoma Wealth Management
New Hampshire
$12K +$12.5K +90 New
HWM
1316
HighMark Wealth Management
Minnesota
$10K +$2.79K +20 +38%
RTC
1317
Riverview Trust Company
Washington
$10K +$10K +72 New
BC
1318
Barnett & Company
Tennessee
$9K – – –
EWM
1319
Edge Wealth Management
New York
$8K – – –
FPS
1320
Fieldpoint Private Securities
Connecticut
$8K +$8.08K +58 New
CWP
1321
Concord Wealth Partners
Virginia
$7K -$130K -935 -95%
WIM
1322
Westside Investment Management
California
$6.94K +$6.96K +50 +7%
PSB
1323
Piscataqua Savings Bank
New Hampshire
$6K – – –
AIA
1324
Arcadia Investment Advisors
Idaho
$5.69K – – –
FF
1325
FourThought Financial
Florida
$5K -$1.81K -13 -24%