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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
V
851
VeraBank
Texas
$237K
OCM
852
One Capital Management
California
$236K -$40.1K -383 -15%
KC
853
Kingfisher Capital
North Carolina
$235K +$1.57K +15 +0.7%
NFG
854
NewFocus Financial Group
Washington
$234K -$11.9K -114 -5%
LFA
855
Landmark Financial Advisors
Kentucky
$233K +$419 +4 +0.2%
RDWM
856
Red Door Wealth Management
Tennessee
$232K
TCM
857
Telos Capital Management
California
$231K -$13.1K -125 -5%
BS
858
Boenning & Scattergood
Pennsylvania
$228K -$74.7K -713 -25%
M
859
MOTCO
Texas
$228K
SAM
860
S.A. Mason
Michigan
$228K
FWM
861
Filbrandt Wealth Management
Wisconsin
$225K -$10.8K -103 -5%
BWL
862
Bogart Wealth LLC
Virginia
$224K +$173K +1,650 +332%
FPCP
863
Fort Point Capital Partners
California
$224K +$225K +2,148 New
BOS
864
Bingham Osborn & Scarborough
California
$223K -$9.22K -88 -4%
MWC
865
MKD Wealth Coaches
Michigan
$223K
KP
866
Keel Point
Alabama
$222K -$41.5K -396 -16%
CWM
867
Connecticut Wealth Management
Connecticut
$221K +$221K +2,111 New
CFB
868
Cullen/Frost Bankers
Texas
$220K +$102K +977 +87%
PW
869
Price Wealth
Texas
$219K -$52.6K -502 -19%
TFS
870
Thoroughbred Financial Services
Tennessee
$216K -$31.2K -298 -13%
SWP
871
Summit Wealth Partners
Florida
$215K -$42.8K -408 -17%
Lazard Asset Management
872
Lazard Asset Management
New York
$214K
LSA
873
Lion Street Advisors
Texas
$213K +$214K +2,039 New
RP
874
Rowlandmiller & Partners
Georgia
$212K
KFI
875
Key Financial Inc
Pennsylvania
$212K