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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTA
1901
Colonial Trust Advisors
South Carolina
$95.7K +$31.2K +222 +53%
PWM
1902
Provident Wealth Management
Tennessee
$95.5K – – –
S
1903
Sachetta
Massachusetts
$93.1K +$87.7K +623 New
GIA
1904
Goodwin Investment Advisory
Georgia
$87.6K +$23.4K +166 +40%
RMC
1905
Resources Management Corp
Connecticut
$85K – – –
KA
1906
Kozak & Associates
Colorado
$83.7K +$53.6K +381 +208%
T
1907
Tidemark
California
$82.2K +$77.4K +550 New
PAI
1908
Pittenger & Anderson Inc
Nebraska
$80.7K -$19.7K -140 -21%
MAM
1909
Marquette Asset Management
Minnesota
$79.8K – – –
GWM
1910
Grand Wealth Management
Michigan
$79.7K -$1.83K -13 -2%
IFS
1911
Intelligent Financial Strategies
Minnesota
$78.5K – – –
PWMG
1912
Provence Wealth Management Group
California
$77.3K +$422 +3 +0.6%
CH
1913
Canton Hathaway
Rhode Island
$77K – – –
LFA
1914
LGT Financial Advisors
Texas
$76.3K +$563 +4 +0.8%
PPC
1915
Park Place Capital
Alabama
$75.6K -$12.1M -85,901 -99%
HM Payson & Co
1916
HM Payson & Co
Maine
$75.5K +$2.11K +15 +3%
LFA
1917
Livelsberger Financial Advisory
Ohio
$75.3K +$70.9K +504 New
AA
1918
AlphaMark Advisors
Kentucky
$75K -$3.52K -25 -5%
Benjamin Edwards Inc
1919
Benjamin Edwards Inc
Missouri
$75K – – –
CT
1920
Clearstead Trust
Maine
$74.9K – – –
SWS
1921
SYSTM Wealth Solutions
Illinois
$73.7K +$69.4K +493 New
RWM
1922
Ruedi Wealth Management
Illinois
$68.1K +$141 +1 +0.2%
AA
1923
Addison Advisors
Vermont
$67.4K – – –
M
1924
MOTCO
Texas
$67.3K – – –
AGWCA
1925
Annis Gardner Whiting Capital Advisors
Florida
$65K – – –