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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHFA
1426
SC&H Financial Advisors
Maryland
$541K -$166K -1,078 -25%
CWM
1427
Calamos Wealth Management
Illinois
$541K
AUB
1428
Atlantic Union Bankshares
Virginia
$540K +$135K +874 +36%
Luther King Capital Management (LKCM)
1429
Luther King Capital Management (LKCM)
Texas
$539K
AFP
1430
Ausdal Financial Partners
Iowa
$539K -$28.1K -182 -5%
LPT
1431
Legacy Private Trust
Wisconsin
$539K -$6.17K -40 -1%
CWS
1432
Cypress Wealth Services
California
$535K
FGAM
1433
Financial Gravity Asset Management
Texas
$535K
FCH
1434
Freestone Capital Holdings
Washington
$534K +$71.8K +466 +17%
SWM
1435
SilverOak Wealth Management
Minnesota
$532K +$56.3K +365 +13%
PHS
1436
Pekin Hardy Strauss
Illinois
$529K +$96.5K +626 +24%
TAM
1437
Titleist Asset Management
Texas
$529K +$501K +3,249 New
TCM
1438
Towercrest Capital Management
Pennsylvania
$526K
CVA
1439
Central Valley Advisors
California
$525K +$3.85K +25 +0.8%
SC
1440
Schoolcraft Capital
Colorado
$525K -$168K -1,092 -25%
YWM
1441
Yoder Wealth Management
California
$524K
HFA
1442
Highland Financial Advisors
New Jersey
$523K +$6.78K +44 +1%
BCA
1443
Bay Colony Advisors
Massachusetts
$520K -$2.16K -14 -0.4%
HIC
1444
Hartline Investment Corp
Illinois
$520K +$492K +3,192 New
CT
1445
Colonial Trust
South Carolina
$520K -$17.3K -112 -3%
FIBT
1446
First International Bank & Trust
North Dakota
$520K -$4.63K -30 -0.9%
BWL
1447
Bogart Wealth LLC
Virginia
$519K +$154 +1 +0%
AFG
1448
Allegheny Financial Group
Pennsylvania
$518K -$51.8K -336 -10%
SFMG
1449
Sage Financial Management Group
Virginia
$518K
AFG
1450
Altiora Financial Group
Ohio
$517K