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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1551
RNC Capital Management
California
$252K +$247K +1,793 New
NPI
1552
New Perspectives Inc
Mississippi
$250K +$246K +1,783 New
AWM
1553
Abound Wealth Management
Tennessee
$250K +$55K +399 +29%
VHAM
1554
Van Hulzen Asset Management
California
$250K +$3.58K +26 +1%
WTC
1555
WhitTier Trust Company
Nevada
$250K
SIC
1556
Shoker Investment Counsel
Ohio
$248K +$244K +1,768 New
HDIM
1557
Hanson & Doremus Investment Management
Vermont
$247K -$4.54K -33 -2%
MWM
1558
Marion Wealth Management
Pennsylvania
$247K
DWM
1559
Drive Wealth Management
Utah
$247K +$242K +1,756 New
FWTB
1560
First Western Trust Bank
Colorado
$246K
HJMC
1561
Hellman Jordan Management Company
Massachusetts
$246K +$241K +1,750 New
AIA
1562
Avalon Investment & Advisory
Texas
$245K +$240K +1,745 New
WA
1563
Wealthstar Advisors
Texas
$244K -$9.64K -70 -4%
SAM
1564
Strategy Asset Managers
California
$244K -$16.4K -119 -6%
HFS
1565
Hantz Financial Services
Michigan
$244K +$239K +1,736 New
SWM
1566
Seed Wealth Management
Illinois
$242K +$238K +1,725 New
RF
1567
RHS Financial
California
$241K
CHJWM
1568
Carlton Hofferkamp & Jenks Wealth Management
Texas
$240K
TWM
1569
Trevian Wealth Management
Massachusetts
$240K -$39.9K -290 -14%
CF
1570
Copperwynd Financial
Arizona
$239K -$85.4K -620 -27%
Vanguard Personalized Indexing Management
1571
Vanguard Personalized Indexing Management
California
$239K +$235K +1,705 New
IFS
1572
Intelligent Financial Strategies
Minnesota
$239K +$551 +4 +0.2%
IB
1573
Intrust Bank
Kansas
$239K
FDCC
1574
Foster Dykema Cabot & Co
Massachusetts
$237K
FB
1575
Fulton Bank
Pennsylvania
$237K