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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
1151
HBK Sorce Advisory
Pennsylvania
$1.08M -$1.18M -7,647 -54%
FWM
1152
FSA Wealth Management
Massachusetts
$1.08M +$14.5K +94 +1%
DI
1153
Diligent Investors
California
$1.07M -$15.4K -100 -1%
SW
1154
SVB Wealth
Massachusetts
$1.07M -$552K -3,582 -35%
CJ
1155
Caitlin John
Michigan
$1.07M +$192K +1,245 +23%
VF
1156
Vawter Financial
Ohio
$1.06M +$107K +697 +12%
GFPC
1157
Global Financial Private Client
Florida
$1.06M +$22.7K +147 +2%
HKIMG
1158
Hutchens & Kramer Investment Management Group
Indiana
$1.06M -$25.9K -168 -3%
FP
1159
Financial Perspectives
Minnesota
$1.06M +$87.6K +568 +10%
CIBC World Market
1160
CIBC World Market
Ontario, Canada
$1.05M -$34.5K -224 -3%
AT
1161
American Trust
Kentucky
$1.04M -$279K -1,810 -22%
FM
1162
Foster & Motley
Ohio
$1.03M +$69.8K +453 +8%
WEG
1163
World Equity Group
Illinois
$1.03M +$84.5K +548 +10%
CCB
1164
Country Club Bank
Missouri
$1.02M
WMP
1165
Wealth Management Partners
Arizona
$1.02M -$58.3K -378 -6%
TA
1166
TrueWealth Advisors
Alabama
$1.01M -$37.9K -246 -4%
EWA
1167
Evolution Wealth Advisors
Florida
$1.01M
MBT
1168
Montecito Bank & Trust
California
$1.01M
GSC
1169
Grey Street Capital
Illinois
$1.01M +$6.01K +39 +0.6%
BAM
1170
Brave Asset Management
New Jersey
$1.01M +$63.2K +410 +7%
WMR
1171
Wealth Management Resources
Rhode Island
$1M +$203K +1,317 +27%
RW
1172
Rede Wealth
Virginia
$1,000K -$677K -4,392 -42%
BGA
1173
Battery Global Advisors
Massachusetts
$996K
WP
1174
WMS Partners
Maryland
$993K +$2K +13 +0.2%
SIG
1175
Stonegate Investment Group
Alabama
$992K +$183K +1,187 +24%