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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
276
Wealth Architects
California
$25M -$1.06M -6,091 -4%
PS
277
Principal Securities
Iowa
$24.4M +$213K +1,219 +0.9%
WA
278
Waterford Advisors
New York
$24.4M +$1.01M +5,771 +4%
CC
279
Courier Capital
New York
$24.4M -$202K -1,160 -0.8%
BFS
280
Bare Financial Services
Pennsylvania
$24.2M +$1.17M +6,685 +5%
TCM
281
TD Capital Management
Tennessee
$24M -$230K -1,317 -0.9%
GSWM
282
Greenup Street Wealth Management
Michigan
$24M +$3M +17,205 +14%
MSWMA
283
Market Street Wealth Management Advisors
Indiana
$24M +$368K +2,112 +2%
RPGK
284
Retirement Planning Group (Kansas)
Kansas
$23.8M +$12.5M +71,922 +110%
CWM
285
Capital Wealth Management
Rhode Island
$23.8M +$854K +4,896 +4%
AFG
286
Atomi Financial Group
New York
$23.6M +$13.9M +79,862 +141%
WAP
287
Wealthcare Advisory Partners
Pennsylvania
$23.5M +$229K +1,315 +1%
FMP
288
Financial Management Professionals
Texas
$23.5M +$861K +4,939 +4%
MHS
289
M Holdings Securities
Oregon
$23.4M +$1.16M +6,625 +5%
AWM
290
AAF Wealth Management
Massachusetts
$23.3M +$49K +281 +0.2%
PA
291
Parallel Advisors
California
$23.1M +$204K +1,170 +0.9%
FPB
292
First PREMIER Bank
South Dakota
$23.1M +$1.72M +9,861 +8%
QIM
293
Quest Investment Management
Oregon
$23.1M -$128K -733 -0.5%
RSWM
294
Robertson Stephens Wealth Management
California
$23M +$355K +2,034 +2%
CPA
295
Compass Planning Associates
Massachusetts
$23M +$1.25M +7,148 +6%
WP
296
Wealthspan Partners
Iowa
$22.9M +$351K +2,012 +2%
AIA
297
Angeles Investment Advisors
California
$22.8M -$6.85M -39,287 -23%
Bank of Montreal
298
Bank of Montreal
Ontario, Canada
$22.8M +$3.47M +19,911 +18%
CAC
299
Certified Advisory Corp
Florida
$22.7M +$200K +1,148 +0.9%
PF
300
Parker Financial
Washington
$22.6M -$577K -3,311 -2%