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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWS
1101
Maxwell Wealth Strategies
California
$1.73M
CCP
1102
Clarity Capital Partners
California
$1.73M +$239K +1,362 +15%
Massachusetts Financial Services
1103
Massachusetts Financial Services
Massachusetts
$1.73M +$1.42M +8,091 +377%
AZ
1104
Alpha Zero
Florida
$1.72M +$1.79M +10,180 New
EFG
1105
Ehrlich Financial Group
California
$1.72M +$290K +1,655 +19%
MWM
1106
Maripau Wealth Management
Indiana
$1.72M -$283K -1,615 -14%
WA
1107
Wealth Alliance
New York
$1.72M +$559K +3,186 +46%
SFPM
1108
Sensible Financial Planning & Management
Massachusetts
$1.72M -$301K -1,717 -14%
DJSG
1109
D.J. St. Germain
Massachusetts
$1.71M +$364K +2,076 +26%
PD
1110
Planning Directions
Pennsylvania
$1.71M -$129K -737 -7%
IVP
1111
Intrinsic Value Partners
Arizona
$1.71M +$1.21M +6,920 +219%
AG
1112
AmeriFlex Group
Nevada
$1.71M +$1.69M +9,655 New
SIA
1113
Soltis Investment Advisors
Utah
$1.71M +$129K +734 +8%
CFP
1114
Curran Financial Partners
South Carolina
$1.7M +$259K +1,476 +17%
CI
1115
Cambiar Investors
Colorado
$1.7M +$1.2M +6,814 +210%
LA
1116
Lane & Associates
New Jersey
$1.7M +$172K +981 +11%
Deutsche Bank
1117
Deutsche Bank
Germany
$1.7M
CWM
1118
Circle Wealth Management
New Jersey
$1.69M -$26.5K -151 -1%
AIA
1119
Arbor Investment Advisors
North Carolina
$1.69M +$9.65K +55 +0.6%
MPW
1120
Magnolia Private Wealth
Pennsylvania
$1.69M +$1.75M +9,982 New
NRWA
1121
North Ridge Wealth Advisors
Oregon
$1.69M
VCP
1122
Verus Capital Partners
Arizona
$1.68M +$68.8K +392 +4%
CFFP
1123
Center for Financial Planning
Michigan
$1.68M
ODIJL
1124
One Day In July LLC
Vermont
$1.68M +$152K +867 +10%
BPWM
1125
Badgley Phelps Wealth Managers
Washington
$1.68M -$43.3K -247 -2%