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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BB
1926
Busey Bank
Illinois
$591K -$118K -563 -17%
CS
1927
Cannell & Spears
New York
$590K +$209 +1 +0%
FG
1928
Fiduciary Group
Georgia
$590K -$34.9K -167 -6%
FNBOMD
1929
First National Bank of Mount Dora
Florida
$590K – – –
MSWM
1930
McGlone Suttner Wealth Management
Wisconsin
$590K -$13.6K -65 -2%
AMCA
1931
Arthur M. Cohen & Associates
Illinois
$589K – – –
RBC
1932
Romano Brothers & Co
Illinois
$589K +$19.4K +93 +4%
WQ
1933
Wealth Quarterback
New Jersey
$589K +$115K +550 +26%
SHIM
1934
Stone House Investment Management
Pennsylvania
$588K +$42.6K +204 +8%
RIL
1935
Rothschild Investment LLC
Illinois
$588K +$1.88K +9 +0.3%
FBFS
1936
First Business Financial Services
Wisconsin
$586K – – –
FCFC
1937
First Commonwealth Financial Corp
Pennsylvania
$583K -$13.2K -63 -2%
GAB
1938
German American Bancorp
Indiana
$582K – – –
SG
1939
Strid Group
Pennsylvania
$581K +$9.61K +46 +2%
MWM
1940
Moulton Wealth Management
Washington
$581K +$556K +2,664 New
RWM
1941
Rialto Wealth Management
New York
$580K -$13.2K -63 -2%
XT
1942
XTX Topco
Cayman Islands
$579K +$555K +2,658 New
MSWA
1943
Marshall & Sterling Wealth Advisors
New York
$579K +$225K +1,078 +68%
CWM
1944
Cherrydale Wealth Management
New Jersey
$579K – – –
MIM
1945
Merrion Investment Management
New Jersey
$578K – – –
SA
1946
SPWM Advisors
Michigan
$577K +$2.71K +13 +0.5%
ZRP
1947
Zynergy Retirement Planning
New Jersey
$576K – – –
C
1948
Certuity
Florida
$574K -$60.3K -289 -10%
PFM
1949
Potomac Fund Management
Florida
$572K -$23.6K -113 -4%
MCP
1950
Miller Capital Partners
Michigan
$572K – – –