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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JEST
2126
JTC Employer Solutions Trustee
Jersey
$226K – – –
1IA
2127
1834 Investment Advisors
Wisconsin
$226K – – –
STA
2128
Smith Thornton Advisors
Alabama
$226K – – –
WA
2129
WealthTrust Axiom
Pennsylvania
$225K – – –
RAM
2130
Redmond Asset Management
Virginia
$223K -$32.9K -195 -13%
PWA
2131
Physician Wealth Advisors
Utah
$223K -$12.5K -74 -6%
MEAC
2132
M.E. Allison & Co
Texas
$223K – – –
Journey Strategic Wealth
2133
Journey Strategic Wealth
New Jersey
$222K -$12.8K -76 -6%
SAM
2134
Secure Asset Management
Michigan
$222K -$11.1K -66 -5%
W
2135
Wealthquest
Ohio
$222K -$11.8K -70 -5%
FPCG
2136
Forum Private Client Group
Indiana
$222K -$9.97K -59 -4%
FMTC
2137
Farmers & Merchants Trust Company
California
$222K +$212K +1,254 New
FOA
2138
Five Oceans Advisors
California
$222K -$49K -290 -19%
MW
2139
MBL Wealth
North Carolina
$221K +$212K +1,253 New
RA
2140
Resolute Advisors
California
$221K – – –
BTWM
2141
Brass Tax Wealth Management
Ohio
$220K +$211K +1,247 New
QFW
2142
QTR Family Wealth
Florida
$219K – – –
GAA
2143
Global Assets Advisory
Florida
$218K -$96.1K -569 -32%
BIM
2144
Barton Investment Management
Pennsylvania
$218K – – –
VC
2145
Veracity Capital
Georgia
$218K – – –
RWM
2146
RKL Wealth Management
Pennsylvania
$217K +$208K +1,229 New
VFG
2147
Valley Financial Group
Pennsylvania
$217K -$31.6K -187 -13%
JWM
2148
JPL Wealth Management
Colorado
$216K -$617K -3,654 -75%
BWA
2149
Bordeaux Wealth Advisors
California
$216K +$207K +1,224 New
RB
2150
Rodgers Brothers
Pennsylvania
$216K +$2.7K +16 +1%