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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1101
Fairhaven Wealth Management
Illinois
$484K
LWA
1102
LWS Wealth Advisors
New Jersey
$482K
HIC
1103
Holderness Investments Company
North Carolina
$480K +$125K +878 +37%
BG
1104
Benedetti & Gucer
Georgia
$478K +$14.9K +104 +3%
4WM
1105
44 Wealth Management
Oregon
$476K +$462K +3,238 New
PP
1106
Patron Partners
Texas
$475K +$461K +3,230 New
SAS
1107
Stelac Advisory Services
New York
$474K
Vontobel Holding
1108
Vontobel Holding
Switzerland
$474K
CFRPA
1109
Castle Financial & Retirement Planning Associates
New Jersey
$472K +$457K +3,200 New
BFG
1110
Bouchey Financial Group
New York
$469K -$215K -1,508 -32%
SIA
1111
Soltis Investment Advisors
Utah
$469K +$138K +966 +43%
FIM
1112
FWL Investment Management
Texas
$468K +$11.3K +79 +3%
SC
1113
Schoolcraft Capital
Colorado
$465K -$3.28K -23 -0.7%
PIA
1114
Perennial Investment Advisors
California
$463K -$38.3K -268 -8%
LFS
1115
Lutz Financial Services
Nebraska
$462K +$286 +2 +0.1%
JWCA
1116
J.W. Coons Advisors
Ohio
$462K +$13.1K +92 +3%
RM
1117
Resource Management
Louisiana
$461K
TCM
1118
Tradewinds Capital Management
Washington
$459K
1WA
1119
180 Wealth Advisors
Washington
$456K +$9.43K +66 +2%
GWM
1120
GSB Wealth Management
Connecticut
$454K +$441K +3,088 New
QCG
1121
Quadrant Capital Group
Ohio
$450K -$48.7K -341 -10%
MC
1122
Moors & Cabot
Massachusetts
$449K +$11.9K +83 +3%
W
1123
Wealthquest
Ohio
$446K
HTHT
1124
Hemenway Trust Hemenway Trust
New Hampshire
$445K -$6.28K -44 -1%
AIC
1125
Archer Investment Corporation
Indiana
$444K -$2.14K -15 -0.5%