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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCPW
1526
Twin City Private Wealth
North Carolina
$788K +$75.3K +416 +11%
CCWM
1527
Cassaday & Co Wealth Management
Virginia
$787K +$905 +5 +0.1%
LC
1528
Lincoln Capital
Nebraska
$781K -$2.17K -12 -0.3%
PCM
1529
Passive Capital Management
Maryland
$774K -$15K -83 -2%
JSSH
1530
J. Safra Sarasin Holding
$774K +$72.4K +400 +11%
SRC
1531
Shufro Rose & Co
New York
$774K
BEAM
1532
Baker Ellis Asset Management
Washington
$772K
PPA
1533
Pacific Point Advisors
California
$770K
KFGG
1534
Keystone Financial Group (Georgia)
Georgia
$767K
TSWM
1535
Triangle Securities Wealth Management
North Carolina
$763K +$14.5K +80 +2%
TLA
1536
Tanglewood Legacy Advisors
Texas
$761K
UPS
1537
UHLMANN PRICE SECURITIES
Illinois
$761K +$13.8K +76 +2%
TFA
1538
Transamerica Financial Advisors
Florida
$757K +$732K +4,042 New
HPIA
1539
Hamilton Point Investment Advisors
North Carolina
$756K
MPAM
1540
Murphy Pohlad Asset Management
Minnesota
$755K +$83.3K +460 +13%
BFG
1541
Bouchey Financial Group
New York
$755K -$905 -5 -0.1%
CAI
1542
Capital Advisors Inc
Oklahoma
$754K -$905 -5 -0.1%
RWPA
1543
Richard W. Paul & Associates
Michigan
$753K +$1.99K +11 +0.3%
TH
1544
Team Hewins
California
$752K -$1.63K -9 -0.2%
IIL
1545
Insight Inv LLC
California
$752K -$71.5K -395 -9%
SAM
1546
Smith Asset Management
Florida
$751K +$6.52K +36 +0.9%
PFG
1547
PAX Financial Group
Texas
$751K -$55K -304 -7%
TRIA
1548
Trail Ridge Investment Advisors
Colorado
$747K +$54.7K +302 +8%
MAM
1549
Milestone Asset Management
Pennsylvania
$746K +$392K +2,166 +118%
Capital World Investors
1550
Capital World Investors
California
$746K +$364K +2,013 +100%