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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
1851
Advisory Advocates
Michigan
$670K +$150K +719 +31%
Asset Management One
1852
Asset Management One
Japan
$669K +$641K +3,072 New
TPI
1853
Trust Point Inc
Wisconsin
$667K +$403K +1,929 +171%
WSCM
1854
Wellington Shields Capital Management
New York
$666K – – –
FCT
1855
First Community Trust
Iowa
$665K -$285K -1,366 -31%
CWA
1856
CM Wealth Advisors
Ohio
$664K – – –
EB
1857
Eastern Bank
Massachusetts
$663K +$213K +1,022 +51%
MCP
1858
Mirador Capital Partners
California
$662K -$5.22K -25 -0.8%
Legacy Financial Group (Iowa)
1859
Legacy Financial Group (Iowa)
Iowa
$661K +$5.85K +28 +0.9%
NCM
1860
NCM Capital Management
New Jersey
$659K +$56.4K +270 +10%
PS
1861
Planning Strategies
Pennsylvania
$657K +$629K +3,013 New
NRC
1862
New Republic Capital
North Carolina
$655K +$1.46K +7 +0.2%
LC
1863
Landaas & Company
Wisconsin
$654K – – –
MWP
1864
Meridian Wealth Partners
Pennsylvania
$654K +$8.77K +42 +1%
TIA
1865
Traphagen Investment Advisors
New Jersey
$652K +$44.7K +214 +8%
SWM
1866
SilverOak Wealth Management
Minnesota
$652K – – –
TF
1867
Tandem Financial
Colorado
$651K +$418 +2 +0.1%
CCM
1868
Canal Capital Management
Virginia
$650K +$188K +902 +43%
SBWIC
1869
Schaper Benz & Wise Investment Counsel
Wisconsin
$650K +$622K +2,981 New
VPF
1870
Vantage Point Financial
Illinois
$646K +$1.04K +5 +0.2%
FGC
1871
Financial Gravity Companies
Texas
$643K +$616K +2,950 New
Kovitz Investment Group Partners
1872
Kovitz Investment Group Partners
Illinois
$643K +$29.9K +143 +5%
VCAM
1873
Van Cleef Asset Management
Ohio
$642K – – –
CI
1874
Cambiar Investors
Colorado
$641K +$185K +886 +43%
TCM
1875
TruNorth Capital Management
Michigan
$641K -$199K -951 -24%