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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HP
1651
HT Partners
Connecticut
$316K – – –
1SB
1652
1ST Source Bank
Indiana
$315K – – –
MWM
1653
Marion Wealth Management
Pennsylvania
$315K +$32.8K +205 +12%
IIL
1654
Insight Inv LLC
California
$314K – – –
AA
1655
Apriem Advisors
California
$313K +$79.1K +495 +34%
SNBOSCI
1656
Security National Bank of Sioux City Iowa
Iowa
$312K -$1.28K -8 -0.4%
FFA
1657
Fi3 Financial Advisors
Indiana
$312K +$799 +5 +0.3%
LC
1658
Landaas & Company
Wisconsin
$312K -$5.12K -32 -2%
WC
1659
Waterloo Capital
Texas
$311K +$39.3K +246 +15%
BAWC
1660
Boyce & Associates Wealth Consulting
Texas
$311K -$7.83K -49 -2%
RWM
1661
Raffa Wealth Management
District of Columbia
$310K – – –
FDDB
1662
Fidelity D&D Bancorp
Pennsylvania
$310K +$1.44K +9 +0.5%
MWA
1663
Motive Wealth Advisors
Michigan
$308K -$30.4K -190 -9%
RGF
1664
Retirement Guys Formula
Ohio
$308K +$47.9K +300 +19%
TTWM
1665
TCV Trust & Wealth Management
Virginia
$308K +$307K +1,920 New
WCP
1666
Wick Capital Partners
Pennsylvania
$308K +$307K +1,920 New
Stock Yards Bank & Trust
1667
Stock Yards Bank & Trust
Kentucky
$307K -$64.6K -404 -17%
RP
1668
Rowlandmiller & Partners
Georgia
$306K – – –
Cambiar Investors
1669
Cambiar Investors
Colorado
$305K +$55.8K +349 +22%
LWM
1670
Laidlaw Wealth Management
New York
$305K -$320 -2 -0.1%
VCAM
1671
Van Cleef Asset Management
Ohio
$305K – – –
OWA
1672
ORBA Wealth Advisors
Illinois
$304K – – –
SM
1673
Sensible Money
Arizona
$304K +$303K +1,893 New
AP
1674
Appleton Partners
Massachusetts
$303K +$23.2K +145 +8%
NWMG
1675
National Wealth Management Group
Ohio
$303K +$15.7K +98 +5%