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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BZWA
1076
Blue Zone Wealth Advisors
California
$630K -$121K -831 -16%
PMFA
1077
Plante Moran Financial Advisors
Michigan
$626K -$184K -1,262 -23%
ACM
1078
Advance Capital Management
Michigan
$625K +$57.9K +397 +10%
EWA
1079
Evolution Wealth Advisors
Florida
$624K +$117K +800 +23%
BWA
1080
BlueSky Wealth Advisors
North Carolina
$621K
TFA
1081
Triad Financial Advisors
North Carolina
$620K +$25.1K +172 +4%
AW
1082
Apricus Wealth
South Carolina
$619K +$9.48K +65 +2%
PB
1083
Pinnacle Bancorp
Nebraska
$618K -$13.9K -95 -2%
HSA
1084
HBK Sorce Advisory
Pennsylvania
$618K -$8.9K -61 -1%
TSA
1085
Tri-Star Advisors
Texas
$617K -$51.7K -354 -8%
CRI
1086
Colonial River Investments
Virginia
$617K +$205K +1,405 +51%
C
1087
CEDRUS
Colorado
$617K -$47.7K -327 -7%
SSB
1088
Sandy Spring Bank
Maryland
$616K -$30.8K -211 -5%
WA
1089
Wealth Alliance
New York
$615K -$138K -945 -19%
JFA
1090
JNBA Financial Advisors
Minnesota
$615K -$89.2K -611 -13%
National Bank of Canada
1091
National Bank of Canada
Quebec, Canada
$614K +$193K +1,325 +47%
CIA
1092
Cohen Investment Advisors
New Hampshire
$613K +$25.7K +176 +4%
RWA
1093
Ropes Wealth Advisors
Massachusetts
$609K +$601K +4,118 New
LK
1094
Lumbard & Kellner
New Hampshire
$607K
FB
1095
First Bancorp
Maine
$606K -$24.2K -166 -4%
CBN
1096
Cadence Bank NA
Texas
$595K
DA
1097
Detalus Advisors
Missouri
$594K
SIS
1098
SVB Investment Services
Utah
$593K +$146 +1 +0%
BFIM
1099
Beese Fulmer Investment Management
Ohio
$593K +$14.7K +101 +3%
MWM
1100
Madison Wealth Management
Ohio
$592K