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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
1501
West Financial Advisors
Iowa
$125K -$150K -1,066 -53%
WFA
1502
WestHill Financial Advisors
California
$124K – – –
LWANC
1503
Laurel Wealth Advisors (North Carolina)
North Carolina
$122K – – –
ME
1504
McIlrath & Eck
Washington
$120K +$1.55K +11 +1%
CLOS
1505
Compagnie Lombard Odier SCmA
Switzerland
$119K +$127K +900 New
HCM
1506
Highlander Capital Management
New Jersey
$118K – – –
HPC
1507
HM Payson & Co
Maine
$118K – – –
PAI
1508
Pittenger & Anderson Inc
Nebraska
$118K – – –
RCM
1509
Regency Capital Management
Hawaii
$116K -$17.8K -126 -13%
LSA
1510
Lansing Street Advisors
Pennsylvania
$116K +$846 +6 +0.7%
CICI
1511
Capital Investment Counsel Inc
North Carolina
$108K – – –
TSWM
1512
Tyler-Stone Wealth Management
Ohio
$106K – – –
TIM
1513
Tevis Investment Management
Texas
$104K -$4.66K -33 -4%
MIM
1514
MTM Investment Management
South Carolina
$103K +$282 +2 +0.3%
BFG
1515
Baron Financial Group
New Jersey
$102K – – –
WTC
1516
WhitTier Trust Company
Nevada
$99K +$38.9K +276 +59%
IWP
1517
IAG Wealth Partners
Wisconsin
$97K – – –
BBHC
1518
Brown Brothers Harriman & Co
New York
$97K +$10.9K +77 +12%
SWM
1519
Sugarloaf Wealth Management
Georgia
$95K +$423 +3 +0.4%
WT
1520
Whittier Trust
California
$92K -$56.4K -400 -36%
AWM
1521
Aberdeen Wealth Management
Illinois
$92K – – –
CA
1522
Clearstead Advisors
Ohio
$91K – – –
PWM
1523
Provident Wealth Management
Tennessee
$88K – – –
NL
1524
NVWM LLC
Pennsylvania
$87K -$10.7K -76 -10%
MPWT
1525
MassMutual Private Wealth & Trust
Connecticut
$87K -$705 -5 -0.7%