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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
1026
McKinley Carter Wealth Services
West Virginia
$1.8M -$19.3K -115 -1%
RFP
1027
Root Financial Partners
California
$1.8M +$559K +3,340 +48%
MAG
1028
Members Advisory Group
New York
$1.8M +$1.73M +10,306 New
JHCP
1029
Jackson Hole Capital Partners
Oklahoma
$1.79M
AIA
1030
AIMZ Investment Advisors
California
$1.79M -$42.2K -252 -2%
MWS
1031
Maxwell Wealth Strategies
California
$1.78M -$57.1K -341 -3%
MAA
1032
Mraz Amerine & Associates
California
$1.78M -$287K -1,717 -14%
LA
1033
Lifeworks Advisors
Michigan
$1.77M +$1.7M +10,163 New
BPWM
1034
Badgley Phelps Wealth Managers
Washington
$1.77M +$225K +1,345 +15%
CWM
1035
Circle Wealth Management
New Jersey
$1.77M
FLPIM
1036
F.L. Putnam Investment Management
Massachusetts
$1.77M -$10.4K -62 -0.6%
JIP
1037
Jaffetilchin Investment Partners
Florida
$1.77M +$348K +2,077 +26%
FAG
1038
Fortitude Advisory Group
Washington
$1.77M +$19.1K +114 +1%
KAM
1039
KEB Asset Management
Illinois
$1.75M +$5.69K +34 +0.3%
Deutsche Bank
1040
Deutsche Bank
Germany
$1.75M +$181K +1,080 +12%
LSA
1041
Lion Street Advisors
Texas
$1.75M -$301K -1,796 -15%
NRWA
1042
North Ridge Wealth Advisors
Oregon
$1.74M
CHA
1043
Carmichael Hill & Associates
Maryland
$1.74M +$65.6K +392 +4%
AIA
1044
Arbor Investment Advisors
North Carolina
$1.74M -$33.8K -202 -2%
PWA
1045
Peterson Wealth Advisors
Utah
$1.73M +$19.3K +115 +1%
CFFP
1046
Center for Financial Planning
Michigan
$1.73M -$185K -1,102 -10%
CAWM
1047
Capital Advisors Wealth Management
Washington
$1.73M +$289K +1,724 +21%
NWWA
1048
New Wave Wealth Advisors
Arkansas
$1.72M -$139K -830 -8%
HOWA
1049
Heritage Oak Wealth Advisors
Florida
$1.72M +$1.29M +7,714 +359%
BWA
1050
Blodgett Wealth Advisors
California
$1.72M -$82.2K -491 -5%