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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFM
1226
Abbot Financial Management
Massachusetts
$866K -$36.4K -259 -4%
PC
1227
Pecaut & Co
Iowa
$865K +$44.5K +316 +6%
BAM
1228
Brave Asset Management
New Jersey
$864K +$1.83K +13 +0.2%
MGW
1229
MB Generational Wealth
Washington
$864K +$813K +5,781 New
SAM
1230
SignalPoint Asset Management
Missouri
$863K +$48.8K +347 +6%
UI
1231
Unconventional Investor
New Hampshire
$861K +$26.7K +190 +3%
MPW
1232
Monterey Private Wealth
California
$860K -$19.4K -138 -2%
WEG
1233
World Equity Group
Illinois
$859K +$4.5K +32 +0.6%
JFGIW
1234
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$859K +$98.6K +701 +14%
NB
1235
Northwest Bancshares
Pennsylvania
$858K
PB
1236
Pinnacle Bancorp
Nebraska
$857K +$226K +1,609 +39%
SC
1237
Scotia Capital
Ontario, Canada
$857K -$433K -3,078 -35%
CGPCS
1238
Capital Group Private Client Services
California
$856K -$1.28M -9,085 -61%
AWM
1239
Atticus Wealth Management
Florida
$855K -$25.3K -180 -3%
SIC
1240
Salem Investment Counselors
North Carolina
$853K +$27.6K +196 +4%
CFS
1241
CGC Financial Services
Oregon
$851K
PFM
1242
Peak Financial Management
Massachusetts
$850K +$258K +1,832 +48%
KFP
1243
Keener Financial Planning
Texas
$849K +$799K +5,681 New
IWA
1244
Inspirion Wealth Advisors
Illinois
$847K -$84.4K -600 -10%
WPW
1245
Watershed Private Wealth
Illinois
$846K
IFAM
1246
Institutional & Family Asset Management
Colorado
$844K -$19.6K -139 -2%
CCG
1247
Chatham Capital Group
Georgia
$843K -$23.9K -170 -3%
HR
1248
Howe & Rusling
New York
$838K +$140K +992 +22%
AA
1249
Alesco Advisors
New York
$835K
CCA
1250
Cobblestone Capital Advisors
New York
$833K -$16.9K -120 -2%