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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
1051
Ullmann Wealth Partners Group
Florida
$301K
SIA
1052
Soltis Investment Advisors
Utah
$301K +$15.7K +113 +5%
VAG
1053
VisionPoint Advisory Group
Texas
$300K -$23K -165 -7%
Chevy Chase Trust
1054
Chevy Chase Trust
Maryland
$300K +$16.8K +121 +6%
FSG
1055
Financial Strategies Group
Michigan
$298K -$29.8K -214 -9%
WA1
1056
Wimmer Associates 1
California
$297K -$12.5K -90 -4%
IB
1057
Intrust Bank
Kansas
$297K
SW
1058
SkyOak Wealth
Michigan
$296K -$278 -2 -0.1%
DOA
1059
D'Orazio & Associates
Virginia
$296K
TPWA
1060
TRUE Private Wealth Advisors
Oregon
$295K -$13.9K -100 -4%
SAM
1061
S.A. Mason
Michigan
$295K
GT
1062
Glenview Trust
Kentucky
$294K +$18.2K +131 +6%
CYG
1063
Clean Yield Group
Vermont
$292K
FWM
1064
Filbrandt Wealth Management
Wisconsin
$291K
BOS
1065
Bingham Osborn & Scarborough
California
$289K +$139 +1 +0%
MWC
1066
MKD Wealth Coaches
Michigan
$288K
AA
1067
Advisory Alpha
Michigan
$288K +$296K +2,127 New
JIC
1068
Joel Isaacson & Co
New York
$284K +$292K +2,100 New
YWP
1069
YorkBridge Wealth Partners
New York
$282K -$696 -5 -0.2%
HT
1070
Heritage Trust
Oklahoma
$281K -$81.9K -588 -22%
TNB
1071
Thomasville National Bank
Georgia
$280K -$278 -2 -0.1%
DI
1072
Diligent Investors
California
$280K
C
1073
Certuity
Florida
$278K +$70.9K +509 +33%
Lazard Asset Management
1074
Lazard Asset Management
New York
$277K
IWN
1075
Independent Wealth Network
Iowa
$276K +$266K +1,908 New