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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1751
Selective Wealth Management
Virginia
$466K -$624K -3,696 -59%
Fulton Bank
1752
Fulton Bank
Pennsylvania
$466K – – –
GWS
1753
Glassman Wealth Services
Virginia
$464K -$110K -651 -20%
PMIM
1754
Prudent Man Investment Management
Colorado
$464K – – –
SG
1755
Strid Group
Pennsylvania
$463K – – –
CIS
1756
Continental Investors Services
Washington
$463K +$19.4K +115 +5%
FI
1757
Financial Insights
Washington
$463K +$208K +1,230 +89%
MAM
1758
Mullooly Asset Management
New Jersey
$462K -$304K -1,800 -41%
GA
1759
Goldstein Advisors
Wisconsin
$462K – – –
PP
1760
Patten & Patten
Tennessee
$462K – – –
LC
1761
Landaas & Company
Wisconsin
$461K -$57.8K -342 -12%
CFAM
1762
Center For Asset Management
Florida
$459K +$31.1K +184 +7%
MWP
1763
Madison Wealth Partners
Wisconsin
$456K +$62.7K +371 +17%
CFG
1764
Chapman Financial Group
Hawaii
$456K +$436K +2,581 New
BWP
1765
Barlow Wealth Partners
Kentucky
$456K – – –
LMKC
1766
L.M. Kohn & Company
Ohio
$455K -$58.8K -348 -12%
AWM
1767
Able Wealth Management
New Jersey
$454K +$434K +2,570 New
ST
1768
Spinnaker Trust
Maine
$454K +$4.9K +29 +1%
SGI
1769
Summit Global Investments
Utah
$452K -$44.6K -264 -9%
FWA
1770
FSM Wealth Advisors
Ohio
$452K +$188K +1,115 +78%
KWM
1771
Kingsman Wealth Management
Florida
$451K +$3.21K +19 +0.8%
KFS
1772
Kelly Financial Services
Massachusetts
$448K +$16K +95 +4%
A
1773
Argentarii
Ohio
$447K +$22K +130 +5%
MA
1774
MKT Advisors
California
$446K -$1.01K -6 -0.2%
TF
1775
Tenon Financial
New Jersey
$445K +$1.01K +6 +0.2%