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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1026
Summit Asset Management
Tennessee
$304K
MWP
1027
Madison Wealth Partners
Wisconsin
$303K
IAMOG
1028
Investors Asset Management of Georgia
Georgia
$302K
MGI
1029
MayTech Global Investments
New York
$302K
WW
1030
Westshore Wealth
California
$302K +$288K +2,297 New
WA1
1031
Wimmer Associates 1
California
$300K
UWPG
1032
Ullmann Wealth Partners Group
Florida
$300K +$67.8K +541 +31%
V
1033
VeraBank
Texas
$298K
FSG
1034
Financial Strategies Group
Michigan
$297K +$64.3K +513 +29%
SW
1035
SkyOak Wealth
Michigan
$296K +$274K +2,186 New
WB
1036
WesBanco Bank
West Virginia
$292K +$278K +2,221 New
RDWM
1037
Red Door Wealth Management
Tennessee
$291K
Principal Financial Group
1038
Principal Financial Group
Iowa
$290K +$28.5K +227 +11%
GAM
1039
Grandview Asset Management
Pennsylvania
$288K +$274K +2,188 New
DOA
1040
D'Orazio & Associates
Virginia
$287K -$497K -3,968 -64%
SAM
1041
S.A. Mason
Michigan
$287K
VWM
1042
Venturi Wealth Management
Texas
$286K +$273K +2,175 New
Janus Henderson Group
1043
Janus Henderson Group
$285K +$272K +2,171 New
SIA
1044
Soltis Investment Advisors
Utah
$284K -$15.3K -122 -5%
CYG
1045
Clean Yield Group
Vermont
$283K
FWM
1046
Filbrandt Wealth Management
Wisconsin
$283K
HFA
1047
Hoover Financial Advisors
Pennsylvania
$282K
KIA
1048
KCM Investment Advisors
California
$281K -$19.7K -157 -7%
BCA
1049
Biltmore Capital Advisors
New Jersey
$280K -$9.53K -76 -3%
MPM
1050
Meritage Portfolio Management
Kansas
$280K