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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
901
Tarbox Family Office
California
$476K
PHS
902
Pekin Hardy Strauss
Illinois
$475K -$4.39K -35 -1%
CIC
903
Carnegie Investment Counsel
Ohio
$469K +$105K +841 +31%
QCG
904
Quadrant Capital Group
Ohio
$466K +$73.2K +584 +20%
AWM
905
Activest Wealth Management
Florida
$464K +$443K +3,533 New
BFM
906
Boothbay Fund Management
New York
$463K +$441K +3,520 New
CIAS
907
Capital Investment Advisory Services
North Carolina
$454K -$6.39K -51 -1%
LWA
908
LWS Wealth Advisors
New Jersey
$454K
SWM
909
SeaCrest Wealth Management
New York
$451K +$6.89K +55 +2%
EPA
910
Element Pointe Advisors
Florida
$447K -$1.16M -9,254 -73%
IAN
911
Integrated Advisors Network
Texas
$447K -$23.2K -185 -5%
SC
912
Schoolcraft Capital
Colorado
$443K +$53.4K +426 +14%
1WA
913
180 Wealth Advisors
Washington
$443K -$7.27K -58 -2%
VM
914
VPR Management
Texas
$440K
JFA
915
JNBA Financial Advisors
Minnesota
$439K
CFS
916
Cannon Financial Strategists
Georgia
$438K +$125 +1 +0%
HIP
917
Harrell Investment Partners
Texas
$438K
LHC
918
Little House Capital
Massachusetts
$438K +$417K +3,330 New
CFSG
919
Community Financial Services Group
Vermont
$434K -$202K -1,615 -33%
EWM
920
EPG Wealth Management
Georgia
$434K +$165K +1,320 +67%
RMDI
921
R.M. Davis Inc
Maine
$430K +$752 +6 +0.2%
BFG
922
Berger Financial Group
Minnesota
$427K +$150K +1,197 +58%
FNWM
923
Financial Network Wealth Management
Utah
$426K +$16.2K +129 +4%
SWP
924
Summit Wealth Partners
Florida
$426K +$105K +834 +35%
Fisher Asset Management
925
Fisher Asset Management
Washington
$424K -$338K -2,699 -46%