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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPWM
1076
Cypress Point Wealth Management
Texas
$2.59M -$43.1K -229 -2%
AWA
1077
Alta Wealth Advisors
Massachusetts
$2.58M +$131K +696 +5%
SFAM
1078
Sawyer Falduto Asset Management
Illinois
$2.57M +$2.53M +13,450 New
CF
1079
Centaurus Financial
California
$2.57M -$199K -1,060 -7%
NFP
1080
Narus Financial Partners
Utah
$2.57M -$556K -2,957 -18%
HWMG
1081
Hurlow Wealth Management Group
Indiana
$2.55M -$67.3K -358 -3%
FB
1082
First Bancorp
Maine
$2.55M
AB
1083
Atlas Brown
Kentucky
$2.54M +$2.44K +13 +0.1%
TLFA
1084
True Link Financial Advisors
California
$2.53M -$13.7K -73 -0.5%
MWM
1085
MGB Wealth Management
Texas
$2.53M +$1.04M +5,546 +72%
IAS
1086
Integrity Advisory Solutions
Texas
$2.53M +$254K +1,351 +11%
CIM
1087
Cambria Investment Management
California
$2.53M +$2.27M +12,055 +1,016%
ABWM
1088
Alpine Bank Wealth Management
Colorado
$2.52M
MWA
1089
Medallion Wealth Advisors
Connecticut
$2.52M -$13.4K -71 -0.5%
DJSG
1090
D.J. St. Germain
Massachusetts
$2.51M +$365K +1,943 +17%
ADL
1091
Asset Dedication LLC
California
$2.51M -$99.7K -530 -4%
WB
1092
Webster Bank
Connecticut
$2.5M -$16K -85 -0.6%
TF
1093
TME Financial
California
$2.5M +$374K +1,990 +18%
AIA
1094
Arbor Investment Advisors
North Carolina
$2.49M +$506K +2,688 +26%
PL
1095
Plancorp LLC
Missouri
$2.49M -$38.7K -206 -2%
EP
1096
Ehrenkranz Partners
New York
$2.48M +$2.82K +15 +0.1%
KIM
1097
Kestra Investment Management
Texas
$2.48M +$78.4K +417 +3%
WWP
1098
Wise Wealth Partners
Arizona
$2.48M +$2.44M +12,971 New
CPC
1099
Cookson Peirce & Co
Pennsylvania
$2.47M -$17.3K -92 -0.7%
FCH
1100
Freestone Capital Holdings
Washington
$2.47M +$276K +1,465 +13%