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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1451
Selective Wealth Management
Virginia
$208K +$137K +973 +161%
BAWC
1452
Boyce & Associates Wealth Consulting
Texas
$207K +$222K +1,573 New
Accredited Investors
1453
Accredited Investors
Minnesota
$206K -$59.1K -419 -21%
BFIC
1454
Bedell Frazier Investment Counselling
California
$206K -$12.7K -90 -5%
MC
1455
Miramar Capital
Illinois
$205K -$24.7K -175 -10%
T
1456
TCWP
Ohio
$205K -$15.4K -109 -7%
AA
1457
Apriem Advisors
California
$205K +$219K +1,555 New
NPI
1458
New Perspectives Inc
Mississippi
$205K – – –
RGF
1459
Retirement Guys Formula
Ohio
$204K -$60.4K -428 -22%
FDS
1460
Freedom Day Solutions
Texas
$203K +$1.83K +13 +0.9%
HH
1461
Hilltop Holdings
Texas
$203K +$21.2K +150 +11%
GEA
1462
Glen Eagle Advisors
New Jersey
$203K +$10.6K +75 +5%
MRWM
1463
ML&R Wealth Management
Texas
$202K +$217K +1,535 New
Loring Wolcott & Coolidge Fiduciary Advisors
1464
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$199K – – –
HI
1465
Human Investing
Oregon
$199K +$213K +1,509 New
SCA
1466
Stonebridge Capital Advisors
Minnesota
$197K +$15.2K +108 +8%
PWC
1467
PYA Waltman Capital
Tennessee
$192K +$106K +750 +106%
NC
1468
NewSquare Capital
Pennsylvania
$185K – – –
TC
1469
Truvestments Capital
Florida
$181K +$1.27K +9 +0.7%
PC
1470
Pecaut & Co
Iowa
$181K +$65.7K +466 +52%
LS
1471
Leelyn Smith
Illinois
$174K +$92K +652 +97%
OCM
1472
Orion Capital Management
California
$171K -$33.7K -239 -16%
HFS
1473
Heritage Financial Services
Massachusetts
$171K +$183K +1,300 New
AWM
1474
Abound Wealth Management
Tennessee
$169K +$3.1K +22 +2%
JEST
1475
JTC Employer Solutions Trustee
Jersey
$169K – – –