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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCP
1701
Wick Capital Partners
Pennsylvania
$335K
NWMG
1702
National Wealth Management Group
Ohio
$334K +$4.52K +27 +1%
RP
1703
Rowlandmiller & Partners
Georgia
$333K
WTC
1704
WhitTier Trust Company
Nevada
$333K +$21.8K +130 +7%
VCAM
1705
Van Cleef Asset Management
Ohio
$332K
TAM
1706
TCP Asset Management
Ohio
$331K +$38K +227 +14%
LC
1707
Landaas & Company
Wisconsin
$331K -$8.54K -51 -3%
AIP
1708
Ameritas Investment Partners
Nebraska
$330K +$55.3K +330 +21%
AGWCA
1709
Annis Gardner Whiting Capital Advisors
Florida
$330K -$15.2K -91 -5%
BSB
1710
Bangor Savings Bank
Maine
$329K +$16.7K +100 +6%
THL
1711
Tillman Hartley LLC
Colorado
$329K +$1.51K +9 +0.5%
CWM
1712
Collaborative Wealth Management
Florida
$329K +$14.1K +84 +5%
TL
1713
Tradewinds LLC
North Carolina
$329K +$33.3K +199 +12%
MFG
1714
Mosaic Financial Group
Illinois
$327K
LJAC
1715
L.J. Altfest & Co
New York
$326K +$1K +6 +0.3%
DP
1716
Denver PWM
Colorado
$325K +$3.52K +21 +1%
WBG
1717
Wharton Business Group
Pennsylvania
$324K
MF
1718
Meridian Financial
Massachusetts
$324K +$335 +2 +0.1%
SAM
1719
Satovsky Asset Management
New York
$324K +$26.3K +157 +9%
AP
1720
Appleton Partners
Massachusetts
$322K -$7.53K -45 -2%
HWA
1721
Hilltop Wealth Advisors
North Carolina
$322K -$130K -776 -30%
FFWA
1722
FRG Family Wealth Advisors
Washington
$320K
SIAP
1723
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$316K
CIG
1724
Cascade Investment Group
Colorado
$315K
AWP
1725
Accretive Wealth Partners
New Jersey
$315K