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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAM
2476
Flaharty Asset Management
Florida
– -$155K -895 Closed
QC
2477
Quent Capital
New York
– -$130K -750 Closed
PPWM
2478
PFG Private Wealth Management
Florida
– -$117K -675 Closed
VBA
2479
von Borstel & Associates
Oregon
– -$88K -514 Closed
CRFG
2480
Columbia River Financial Group
Washington
– -$78K -452 Closed
RFA
2481
Reyes Financial Architecture
California
– -$73.6K -426 Closed
RWM
2482
Ruedi Wealth Management
Illinois
– -$55.3K -320 Closed
CWM
2483
Compass Wealth Management
Connecticut
– -$44.9K -260 Closed
HIMS
2484
Hager Investment Management Services
New Hampshire
– -$42.1K -244 Closed
PWA
2485
Provenance Wealth Advisors
Florida
– -$40.9K -237 Closed
CTA
2486
Colonial Trust Advisors
South Carolina
– -$32K -185 Closed
WF
2487
Wayfinding Financial
Washington
– -$28K -163 Closed
GAG
2488
Goodman Advisory Group
Massachusetts
– -$27.8K -161 Closed
DCBT
2489
Dakota Community Bank & Trust
North Dakota
– -$18.3K -106 Closed
EPIMS
2490
Evelyn Partners Investment Management Services
– -$14.3K -83 Closed
GWMI
2491
Guardian Wealth Management (Illinois)
Illinois
– -$12.4K -71 Closed
MLA
2492
MB, Levis & Associates
Pennsylvania
– -$10.5K -61 Closed
HNW
2493
High Note Wealth
Minnesota
– -$9.85K -57 Closed
MM
2494
Main Management
California
– -$7K -38 Closed
CCM
2495
Chilton Capital Management
Texas
– -$1.73K -10 Closed
MIM
2496
Marshall Investment Management
Colorado
– -$347 -2 Closed