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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1301
Marietta Wealth Management
Georgia
$468K
CIA
1302
Cladis Investment Advisory
Montana
$467K -$7.02K -50 -1%
MIAS
1303
Mason Investment Advisory Services
Virginia
$465K -$20.1K -143 -4%
VM
1304
VPR Management
Texas
$463K
CWS
1305
Cypress Wealth Services
California
$462K
HHRDM
1306
H&H Retirement Design & Management
Nevada
$460K -$3.34M -23,785 -88%
NB
1307
NBT Bank
New York
$459K
TC
1308
Telemus Capital
Michigan
$459K +$88.5K +631 +23%
FM
1309
Family Management
New York
$456K -$24.3K -173 -5%
CIA
1310
Choate Investment Advisors
Massachusetts
$454K
FWP
1311
FAS Wealth Partners
Kansas
$453K -$38.4K -274 -8%
PCA
1312
Peddock Capital Advisors
Massachusetts
$451K -$31.9K -227 -6%
KA
1313
Klingman & Associates
New York
$447K -$149K -1,061 -25%
HFA
1314
Highland Financial Advisors
New Jersey
$447K -$21.6K -154 -5%
SAS
1315
Stelac Advisory Services
New York
$445K
FIBT
1316
First International Bank & Trust
North Dakota
$445K
SWP
1317
Summit Wealth Partners
Florida
$444K +$2.67K +19 +0.6%
PP
1318
Patron Partners
Texas
$444K +$140 +1 +0%
KTC
1319
Kistler-Tiffany Companies
Pennsylvania
$443K +$421 +3 +0.1%
BWL
1320
Bogart Wealth LLC
Virginia
$443K +$100K +713 +29%
MWA
1321
Meridian Wealth Advisors
Texas
$442K +$51.2K +365 +13%
N
1322
Natixis
France
$439K -$3.93K -28 -0.9%
SFMG
1323
Sage Financial Management Group
Virginia
$439K
RDWM
1324
Red Door Wealth Management
Tennessee
$438K
CAI
1325
Capital Advisors Inc
Oklahoma
$437K +$79.6K +567 +22%