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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DF
2751
Daviman Financial
Indiana
-$330K -1,726 Closed
FWA
2752
FSC Wealth Advisors
New York
-$323K -1,692 Closed
TIM
2753
Titan Investment Management
Indiana
-$308K -1,611 Closed
KFP
2754
KMG Fiduciary Partners
Ohio
-$283K -1,480 Closed
GRR
2755
Golden Reserve Retirement
Ohio
-$278K -1,453 Closed
KWM
2756
KW Wealth Management
California
-$274K -1,434 Closed
VIP
2757
Value Investment Professionals
New York
-$264K -1,381 Closed
APW
2758
Axim Planning & Wealth
Ohio
-$257K -1,347 Closed
JSAM
2759
J. Safra Asset Management
New York
-$249K -1,306 Closed
RPA
2760
Rock Point Advisors
Vermont
-$248K -1,300 Closed
XT
2761
XTX Topco
Cayman Islands
-$245K -1,283 Closed
CCA
2762
Corps Capital Advisors
Texas
-$241K -1,260 Closed
GAA
2763
Global Assets Advisory
Florida
-$241K -1,260 Closed
RB
2764
Rodgers Brothers
Pennsylvania
-$233K -1,220 Closed
WC
2765
Waterloo Capital
Texas
-$233K -1,220 Closed
AFAS
2766
Acorn Financial Advisory Services
Virginia
-$231K -1,208 Closed
PJWM
2767
Philip James Wealth Mangement
Georgia
-$230K -1,206 Closed
AWP
2768
Avid Wealth Partners
Texas
-$227K -1,186 Closed
TPA
2769
Trivium Point Advisory
Connecticut
-$227K -1,186 Closed
FWM
2770
FSR Wealth Management
Illinois
-$224K -1,173 Closed
CPA
2771
Clear Point Advisors
New York
-$224K -1,171 Closed
NL
2772
Navalign LLC
California
-$220K -1,150 Closed
Point72 Asset Management
2773
Point72 Asset Management
Connecticut
-$230K -1,149 Closed
ACM
2774
Andina Capital Management
Utah
-$219K -1,146 Closed
B
2775
Bellecapital
Switzerland
-$217K -1,137 Closed