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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1326
Soltis Investment Advisors
Utah
$289K -$217K -1,537 -41%
SW
1327
SkyOak Wealth
Michigan
$288K – – –
TPWA
1328
TRUE Private Wealth Advisors
Oregon
$287K -$14.7K -104 -5%
AC
1329
ASB Consultores
Florida
$287K -$1.27K -9 -0.4%
FNB
1330
Farmers National Bank
Kentucky
$287K – – –
MA
1331
MAS Advisors
Florida
$286K +$82.1K +582 +37%
HIP
1332
Harrell Investment Partners
Texas
$284K -$166K -1,180 -35%
MCM
1333
McRae Capital Management
New Jersey
$284K -$705 -5 -0.2%
CYG
1334
Clean Yield Group
Vermont
$284K – – –
TFA
1335
Triad Financial Advisors
North Carolina
$283K -$290K -2,054 -49%
FPCP
1336
Fort Point Capital Partners
California
$283K – – –
RMCM
1337
Reynders McVeigh Capital Management
Massachusetts
$283K +$37.9K +269 +14%
WPIC
1338
White Pine Investment Company
Michigan
$283K +$303K +2,147 New
CT
1339
Caldwell Trust
Florida
$283K +$37.4K +265 +14%
LSA
1340
Lion Street Advisors
Texas
$282K -$3.24K -23 -1%
Lazard Asset Management
1341
Lazard Asset Management
New York
$282K +$8.04K +57 +3%
UWPG
1342
Ullmann Wealth Partners Group
Florida
$281K – – –
PWPS
1343
Pinnacle Wealth Planning Services
Ohio
$281K +$300K +2,128 New
AAM
1344
Austin Asset Management
Texas
$280K – – –
TTWM
1345
TCV Trust & Wealth Management
Virginia
$280K +$299K +2,121 New
HCM
1346
HMS Capital Management
Tennessee
$279K – – –
IPW
1347
Intergy Private Wealth
Colorado
$278K +$297K +2,105 New
CAG
1348
Curtis Advisory Group
California
$275K +$51.1K +362 +21%
IWN
1349
Independent Wealth Network
Iowa
$274K -$2.4K -17 -0.8%
RNC Capital Management
1350
RNC Capital Management
California
$274K +$66K +468 +29%