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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
1601
McGlone Suttner Wealth Management
Wisconsin
$219K
VWM
1602
Venturi Wealth Management
Texas
$217K +$19.2K +138 +10%
SIC
1603
Samalin Investment Counsel
New York
$217K +$213K +1,530 New
RLIM
1604
Red Lighthouse Investment Management
New York
$216K
EWA
1605
Encompass Wealth Advisors
Oregon
$216K
LF
1606
Lantz Financial
Illinois
$216K +$211K +1,518 New
WP
1607
WealthPLAN Partners
Nebraska
$216K -$2.92K -21 -1%
CT
1608
Cambridge Trust
Massachusetts
$215K +$166K +1,196 +375%
VFPW
1609
Vantage Financial Partners (Wisconsin)
Wisconsin
$214K -$14.4K -104 -6%
AGA
1610
Arkos Global Advisors
Texas
$214K -$81.9K -590 -28%
SFG
1611
SNS Financial Group
Minnesota
$214K
Kayne Anderson Rudnick Investment Management
1612
Kayne Anderson Rudnick Investment Management
California
$213K +$53.1K +382 +34%
FMII
1613
Farmers & Merchants Investments Inc
Nebraska
$213K +$64.6K +465 +45%
HFM
1614
Hartford Funds Management
Pennsylvania
$212K +$207K +1,492 New
UAS
1615
United Asset Strategies
New York
$212K -$358K -2,574 -63%
GAM
1616
GEM Asset Management
Michigan
$211K -$44.6K -321 -18%
PWA
1617
PCG Wealth Advisors
Kansas
$211K +$206K +1,485 New
MRWM
1618
ML&R Wealth Management
Texas
$211K -$5.97K -43 -3%
ASI
1619
Advisory Services & Investments
Oregon
$209K
APW
1620
Austin Private Wealth
Texas
$209K -$87.2K -628 -30%
BI
1621
Berkeley Inc
Idaho
$208K +$556 +4 +0.3%
SSC
1622
Syverson Strege & Co
Iowa
$207K -$58.1K -418 -22%
TC
1623
Truvestments Capital
Florida
$207K +$7.92K +57 +4%
HFS
1624
Hantz Financial Services
Michigan
$206K -$32.9K -237 -14%
JF
1625
JSF Financial
California
$205K -$28.3K -204 -12%