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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
2476
Tumwater Wealth Management
Idaho
$241K – – –
BI
2477
Beckerman Institutional
New Jersey
$241K – – –
PWM
2478
Paulson Wealth Management
Illinois
$241K -$16.7K -80 -7%
PAG
2479
Poinciana Advisors Group
Florida
$241K – – –
APW
2480
Axim Planning & Wealth
Ohio
$241K +$231K +1,105 New
WFA
2481
Wells Financial Advisors
Massachusetts
$240K -$811K -3,885 -78%
CB
2482
Community Bank
New York
$240K – – –
W
2483
Wealthquest
Ohio
$240K +$209 +1 +0.1%
GWM
2484
Gilpin Wealth Management
Colorado
$240K +$84.2K +403 +58%
GCA
2485
Gallagher Capital Advisors
Texas
$240K +$1.04K +5 +0.5%
MWA
2486
MFA Wealth Advisors
Pennsylvania
$240K – – –
WN
2487
Williams & Novak
California
$240K – – –
TPF
2488
Tribridge Partners Financial
Maryland
$239K -$1.25K -6 -0.6%
CPL
2489
CAP Partners LLC
Tennessee
$239K – – –
TIM
2490
Total Investment Management
Arizona
$239K -$14.2K -68 -6%
BDPWM
2491
Barnes Dennig Private Wealth Management
Ohio
$238K +$62.2K +298 +37%
SA
2492
Sicart Associates
New York
$238K – – –
GWM
2493
GDS Wealth Management
Texas
$238K +$228K +1,092 New
TIA
2494
TCFG Investment Advisors
California
$238K – – –
CW
2495
Cedarwood Wealth
Colorado
$237K +$1.04K +5 +0.5%
MS
2496
Madden Securities
Texas
$236K -$835 -4 -0.4%
FA
2497
Forefront Analytics
Pennsylvania
$236K -$48.7K -233 -18%
LAMC
2498
Longview Asset Management (California)
California
$236K – – –
YIA
2499
YHB Investment Advisors
Connecticut
$235K -$20.9K -100 -8%
EAM
2500
Empirical Asset Management
Massachusetts
$233K -$1.25M -6,004 -85%