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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPM
1201
Meritage Portfolio Management
Kansas
$410K +$97.3K +690 +29%
FG
1202
Fiduciary Group
Georgia
$409K +$15.9K +113 +4%
AWA
1203
ARQ Wealth Advisors
Arizona
$409K +$438K +3,105 New
PAG
1204
Private Advisory Group
Washington
$403K -$226K -1,602 -34%
CF
1205
Copperwynd Financial
Arizona
$402K -$14.1M -100,284 -97%
AFP
1206
Ausdal Financial Partners
Iowa
$402K -$43.3K -307 -9%
NP
1207
NorthRock Partners
Minnesota
$400K +$154K +1,095 +56%
Fisher Asset Management
1208
Fisher Asset Management
Washington
$399K -$210K -1,490 -33%
CWA
1209
CM Wealth Advisors
Ohio
$399K +$426K +3,023 New
AF
1210
Apexium Financial
Texas
$397K
1WA
1211
180 Wealth Advisors
Washington
$396K -$3.53K -25 -0.8%
RMDI
1212
R.M. Davis Inc
Maine
$396K +$4.66K +33 +1%
KA
1213
Klingman & Associates
New York
$395K -$26.4K -187 -6%
TCOV
1214
Trust Company of Vermont
Vermont
$395K -$1.27K -9 -0.3%
JFA
1215
JNBA Financial Advisors
Minnesota
$394K -$165K -1,171 -28%
OWP
1216
Obermeyer Wealth Partners
Colorado
$394K
SIM
1217
Stratos Investment Management
Ohio
$392K -$60.2K -427 -13%
MA
1218
Modus Advisors
Minnesota
$392K +$9.73K +69 +2%
GI
1219
Gradient Investments
Minnesota
$392K +$77.7K +551 +23%
RK
1220
Rather & Kittrell
Tennessee
$391K -$3.67K -26 -0.9%
CWM
1221
Collaborative Wealth Management
Florida
$390K +$417K +2,956 New
LWA
1222
LWS Wealth Advisors
New Jersey
$389K -$28.8K -204 -6%
HTHT
1223
Hemenway Trust Hemenway Trust
New Hampshire
$389K
PBF
1224
Petix & Botte Financial
California
$388K -$383K -2,716 -48%
ST
1225
Smithfield Trust
Pennsylvania
$388K +$58.1K +412 +16%