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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CS
1876
Cannell & Spears
New York
$517K
FNBOMD
1877
First National Bank of Mount Dora
Florida
$517K
AMCA
1878
Arthur M. Cohen & Associates
Illinois
$516K
BCP
1879
Blue Chip Partners
Michigan
$516K +$5.27K +28 +1%
CIA
1880
Cape Investment Advisory
Georgia
$515K +$192K +1,020 +61%
GPW
1881
Genesis Private Wealth
Virginia
$514K +$35.7K +190 +8%
FBFS
1882
First Business Financial Services
Wisconsin
$514K
HG
1883
Harbor Group
New Hampshire
$513K +$5.08K +27 +1%
BC
1884
Burney Company
Virginia
$513K -$45.9K -244 -8%
RIL
1885
Rothschild Investment LLC
Illinois
$512K +$752 +4 +0.1%
WFA
1886
West Financial Advisors
Iowa
$512K +$940 +5 +0.2%
GWS
1887
Glassman Wealth Services
Virginia
$511K +$2.44K +13 +0.5%
GAB
1888
German American Bancorp
Indiana
$510K -$58.3K -310 -10%
TIA
1889
Traphagen Investment Advisors
New Jersey
$508K +$188 +1 +0%
CD
1890
Capital Developers
North Carolina
$508K +$501K +2,661 New
OFW
1891
Omnia Family Wealth
Florida
$507K +$500K +2,656 New
CWM
1892
Cherrydale Wealth Management
New Jersey
$507K
RWM
1893
Rialto Wealth Management
New York
$507K +$199K +1,056 +66%
MIM
1894
Moseley Investment Management
Florida
$507K -$13.9K -74 -3%
WAM
1895
Weatherly Asset Management
California
$507K -$66.4K -353 -12%
MIM
1896
Merrion Investment Management
New Jersey
$506K
ZRP
1897
Zynergy Retirement Planning
New Jersey
$505K
FPN
1898
Financial Planning Navigators
Minnesota
$505K +$497K +2,643 New
AWM
1899
Abound Wealth Management
Tennessee
$504K -$38.2K -203 -7%
FB
1900
Fulton Bank
Pennsylvania
$503K