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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
2176
HRC Wealth Management
Idaho
$383K +$110K +529 +43%
MWM
2177
Marion Wealth Management
Pennsylvania
$383K -$29.4K -141 -7%
NWM
2178
Northcape Wealth Management
New York
$382K -$37.6K -180 -9%
CFSG
2179
Community Financial Services Group
Vermont
$382K – – –
OWA
2180
Opal Wealth Advisors
New York
$381K +$37.8K +181 +12%
CSIC
2181
Clifford Swan Investment Counsel
California
$381K +$365K +1,749 New
NRG
2182
Nemes Rush Group
Michigan
$380K +$1.04K +5 +0.3%
BWCS
2183
Beirne Wealth Consulting Services
Connecticut
$379K – – –
QP
2184
Quartz Partners
New York
$377K -$382K -1,830 -51%
MB
2185
MidFirst Bank
Oklahoma
$377K – – –
OAM
2186
Oak Asset Management
California
$377K +$54.5K +261 +18%
GWMI
2187
Guardian Wealth Management (Illinois)
Illinois
$376K +$835 +4 +0.2%
CRI
2188
Colonial River Investments
Virginia
$374K -$6.47K -31 -2%
LFS
2189
Legacy Financial Strategies
Kansas
$374K +$1.67K +8 +0.5%
RIA
2190
Rhodes Investment Advisors
Texas
$374K -$26.1K -125 -7%
TF
2191
Tompkins Financial
New York
$373K -$76K -364 -18%
GSB
2192
Greenfield Savings Bank
Massachusetts
$372K +$8.14K +39 +2%
LF
2193
Lantz Financial
Illinois
$372K – – –
AFG
2194
ABLE Financial Group
Arizona
$371K – – –
FCIM
2195
Fairview Capital Investment Management
California
$371K -$41.8K -200 -11%
FFA
2196
Fragasso Financial Advisors
Pennsylvania
$371K +$835 +4 +0.2%
IWP
2197
IAG Wealth Partners
Wisconsin
$369K -$5.01K -24 -1%
FA
2198
Fedenia Advisers
Wisconsin
$369K +$4.18K +20 +1%
FSA
2199
Franklin Street Advisors
North Carolina
$368K – – –
FDCP
2200
Foster Dykema Cabot & Partners
Massachusetts
$368K – – –