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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1601
AllSquare Wealth Management
New York
$16K – – –
HI
1602
Hudock Inc
Pennsylvania
$15K -$2.3K -17 -12%
AFG
1603
Albion Financial Group
Utah
$14K -$4.05K -30 -21%
EW
1604
Element Wealth
Mississippi
$14K +$14.9K +110 New
HF
1605
Halpern Financial
Virginia
$13.3K – – –
ASBI
1606
American State Bank (Iowa)
Iowa
$13.2K -$541 -4 -4%
HWM
1607
HighMark Wealth Management
Minnesota
$13K +$2.3K +17 +19%
Tower Research Capital (TRC)
1608
Tower Research Capital (TRC)
New York
$13K +$13.9K +103 New
AlphaCore Capital
1609
AlphaCore Capital
California
$12K -$68.8K -509 -84%
FMB
1610
Field & Main Bank
Kentucky
$12K -$10.1K -75 -43%
PFSC
1611
Peoples Financial Services Corp
Pennsylvania
$12K – – –
RCM
1612
Robinson Capital Management
Michigan
$12K – – –
RPCA
1613
Running Point Capital Advisors
California
$12K – – –
EAM
1614
Eukles Asset Management
Ohio
$12K +$135 +1 +1%
MWM
1615
Mascoma Wealth Management
New Hampshire
$11K – – –
QC
1616
Quent Capital
New York
$10K +$135 +1 +1%
SIS
1617
Sound Income Strategies
Florida
$10K +$7.43K +55 +239%
CP
1618
Castleview Partners
Texas
$10K +$10.1K +75 +750%
RP
1619
Rice Partnership
Hawaii
$10K +$11.5K +85 New
CWAF
1620
Core Wealth Advisors (Florida)
Florida
$9K – – –
RTC
1621
Riverview Trust Company
Washington
$9K – – –
BCM
1622
Bourgeon Capital Management
Connecticut
$8K +$1.62K +12 +22%
GGI
1623
Godsey & Gibb Inc
Virginia
$8K +$9.19K +68 New
GC
1624
Gould Capital
Washington
$7K -$3.24K -24 -29%
IRAG
1625
Investment Research & Advisory Group
Georgia
$7K – – –