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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAOI
2226
Wealth Advisors of Iowa
Iowa
$347K
TNA
2227
True North Advisors
Texas
$346K +$209 +1 +0.1%
VCM
2228
Verde Capital Management
Michigan
$345K -$8.14K -39 -2%
ERIC
2229
Eagle Rock Investment Company
Georgia
$345K
BONH
2230
Bank of New Hampshire
New Hampshire
$345K -$7.52K -36 -2%
BC
2231
BDFS Capital
Delaware
$345K
SFS
2232
Strategic Financial Services
New York
$345K
ACM
2233
Alpha Capital Management
Texas
$344K +$330K +1,580 New
MCM
2234
Morton Capital Management
California
$343K
NWA
2235
Navis Wealth Advisors
New York
$343K +$45.3K +217 +16%
PIM
2236
Pullen Investment Management
Florida
$343K -$1.88K -9 -0.6%
AF
2237
Atala Financial
California
$343K -$3.97K -19 -1%
MP
2238
McDonald Partners
Ohio
$343K
MNA
2239
Manning & Napier Advisors
New York
$341K +$309K +1,480 +1,850%
CIA
2240
Cascade Investment Advisors
Oregon
$340K +$2.09K +10 +0.6%
PMIM
2241
Prudent Man Investment Management
Colorado
$340K
SWP
2242
Semus Wealth Partners
Florida
$340K -$2.09K -10 -0.6%
EIA
2243
Eldridge Investment Advisors
New Hampshire
$340K
WAS
2244
Winch Advisory Services
Wisconsin
$339K +$37.2K +178 +13%
WCA
2245
Westover Capital Advisors
Delaware
$338K -$27.6K -132 -8%
EWM
2246
Evolution Wealth Management
Florida
$337K +$26.7K +128 +9%
UIM
2247
Unified Investment Management
Georgia
$337K
PWA
2248
Prairie Wealth Advisors
Nebraska
$336K
PWM
2249
PTM Wealth Management
United States
$336K +$1.46K +7 +0.5%
S
2250
Sunpointe
Missouri
$336K