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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BO
1051
BRR OpCo
Ohio
$670K +$222K +1,573 +45%
CMBA
1052
C.M. Bidwell & Associates
Hawaii
$655K
PPW
1053
Pinnacle Private Wealth
Massachusetts
$654K +$13.5K +96 +2%
4FG
1054
4Thought Financial Group
New York
$653K +$337K +2,386 +93%
WCG
1055
Weaver Consulting Group
California
$652K
RJTCONH
1056
Raymond James Trust Company of New Hampshire
New Hampshire
$651K
RW
1057
Rede Wealth
Virginia
$651K +$697K +4,939 New
RRC
1058
Relaxing Retirement Coach
Massachusetts
$649K -$11.3K -80 -2%
AWCI
1059
Alpine Woods Capital Investors
New York
$646K
HW
1060
Hancock Whitney
Mississippi
$646K +$36.3K +257 +6%
National Bank of Canada
1061
National Bank of Canada
Quebec, Canada
$645K +$103K +733 +18%
FA
1062
Fountainhead AM
New Jersey
$643K +$687K +4,873 New
LW
1063
Linscomb Wealth
Texas
$637K -$58.5K -415 -8%
SFS
1064
Summit Financial Strategies
Ohio
$630K +$48.1K +341 +8%
ICG
1065
InterOcean Capital Group
Tennessee
$630K +$112K +792 +20%
Chevy Chase Trust
1066
Chevy Chase Trust
Maryland
$628K -$8.46K -60 -1%
FPCG
1067
Fort Pitt Capital Group
Pennsylvania
$628K
WA
1068
WP Advisors
California
$625K +$4.23K +30 +0.6%
AACR
1069
ACR Alpine Capital Research
Missouri
$620K -$3.1K -22 -0.5%
PHS
1070
Pekin Hardy Strauss
Illinois
$620K +$141 +1 +0%
KIA
1071
KCM Investment Advisors
California
$619K +$280K +1,982 +73%
BDF
1072
Balasa Dinverno & Foltz
$614K +$705 +5 +0.1%
1WM
1073
1900 Wealth Management
Texas
$612K
EAMA
1074
EFG Asset Management (Americas)
Florida
$612K +$654K +4,637 New
LOPW
1075
Live Oak Private Wealth
North Carolina
$609K