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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KSWA
1201
Kathleen S. Wright Associates
Pennsylvania
$624K
HAS
1202
HBW Advisory Services
California
$620K -$14.3K -102 -2%
WQ
1203
Wealth Quarterback
New Jersey
$618K +$19.9K +142 +3%
MM
1204
Meridian Management
Arkansas
$615K +$625K +4,455 New
CRI
1205
Colonial River Investments
Virginia
$614K +$2.95K +21 +0.5%
RIA
1206
RPG Investment Advisory
California
$612K +$38.9K +277 +7%
BFIM
1207
Beese Fulmer Investment Management
Ohio
$610K +$11.2K +80 +2%
IWP
1208
Icon Wealth Partners
Texas
$608K +$617K +4,399 New
CMA
1209
Cedar Mountain Advisors
Oregon
$605K -$8.12M -57,855 -93%
CW
1210
Channel Wealth
California
$604K +$613K +4,370 New
NCM
1211
NCM Capital Management
New Jersey
$603K +$2.67K +19 +0.4%
BLC
1212
Brown, Lisle/Cummings
Rhode Island
$601K
RSC
1213
Red Spruce Capital
Pennsylvania
$601K +$9.82K +70 +2%
SHFA
1214
SC&H Financial Advisors
Maryland
$600K -$297K -2,116 -33%
ACM
1215
Allred Capital Management
Texas
$598K +$1.12K +8 +0.2%
WPW
1216
Watershed Private Wealth
Illinois
$598K -$251K -1,788 -29%
AC
1217
Avestar Capital
New York
$597K -$42.5K -303 -7%
Aristotle Capital Management
1218
Aristotle Capital Management
California
$597K -$1.89M -13,476 -76%
PFG
1219
Pacific Financial Group
Washington
$593K -$168K -1,196 -22%
VCM
1220
Vigilant Capital Management
Maine
$592K -$30.9K -220 -5%
AFO
1221
Arrowroot Family Office
California
$592K +$601K +4,285 New
TSWM
1222
Triangle Securities Wealth Management
North Carolina
$591K -$13.9K -99 -2%
DA
1223
Detalus Advisors
Missouri
$591K -$4.21K -30 -0.7%
BONH
1224
Bank of New Hampshire
New Hampshire
$588K +$4.91K +35 +0.8%
EWA
1225
Evolution Wealth Advisors
Florida
$584K