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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBN
576
Cadence Bank NA
Texas
$468K
BP
577
BBR Partners
New York
$463K -$558K -5,307 -53%
CWS
578
Cypress Wealth Services
California
$463K -$465K -4,423 -48%
CFS
579
CRA Financial Services
New Jersey
$459K +$493K +4,685 New
LSAG
580
Lake Street Advisors Group
New Hampshire
$457K
BFIM
581
Beese Fulmer Investment Management
Ohio
$454K -$1.26K -12 -0.3%
JFA
582
JNBA Financial Advisors
Minnesota
$454K +$487K +4,633 New
SFWC
583
Strategic Family Wealth Counselors
New Jersey
$452K +$486K +4,619 New
FT
584
Fiduciary Trust
Massachusetts
$440K -$72.6K -690 -13%
1WA
585
180 Wealth Advisors
Washington
$435K
GIA
586
Gladstone Institutional Advisory
Florida
$431K +$462K +4,396 New
TWA
587
TCI Wealth Advisors
Arizona
$428K +$65K +618 +16%
Fisher Asset Management
588
Fisher Asset Management
Washington
$425K +$456K +4,340 New
AFM
589
Abbot Financial Management
Massachusetts
$424K +$44.7K +425 +11%
FLII
590
First Long Island Investors
New York
$419K -$243K -2,314 -35%
SS
591
Sunbelt Securities
Texas
$414K -$3.89K -37 -1%
RW
592
REDW Wealth
New Mexico
$412K -$48K -456 -10%
DW
593
Domani Wealth
Pennsylvania
$412K +$190K +1,810 +76%
GI
594
Glovista Investments
New Jersey
$411K -$325K -3,090 -42%
PFS
595
Prospera Financial Services
Texas
$410K -$2.73K -26 -0.6%
UBS AM
596
UBS AM
Illinois
$409K -$6.73K -64 -2%
LPT
597
Legacy Private Trust
Wisconsin
$400K +$105K +995 +32%
Principal Financial Group
598
Principal Financial Group
Iowa
$399K +$428K +4,072 New
SNBOSCI
599
Security National Bank of Sioux City Iowa
Iowa
$397K -$486K -4,620 -53%
WA
600
WP Advisors
California
$392K +$2.31K +22 +0.6%