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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1226
Fisher Asset Management
Washington
$883K -$66.3K -415 -7%
FFM
1227
Forum Financial Management
Illinois
$881K +$50.7K +317 +6%
ZIM
1228
Zacks Investment Management
Illinois
$875K -$295K -1,844 -25%
FWA
1229
FSC Wealth Advisors
New York
$875K +$200K +1,251 +30%
AWM
1230
Atticus Wealth Management
Florida
$870K -$46.8K -293 -5%
TFM
1231
TFC Financial Management
Massachusetts
$868K -$23.7K -148 -3%
FAM
1232
Formidable Asset Management
Ohio
$866K +$863K +5,401 New
JJBC
1233
James J. Burns & Company
New York
$864K +$861K +5,385 New
FFG
1234
Fiduciary Financial Group
California
$864K +$825K +5,164 New
ACM
1235
Armbruster Capital Management
New York
$860K -$90.3K -565 -10%
OFG
1236
Orcam Financial Group
California
$856K +$74K +463 +9%
HL
1237
HeadInvest LLC
Maine
$856K -$2.4K -15 -0.3%
HIGP
1238
Hill Investment Group Partners
Missouri
$855K -$119K -745 -13%
FTWA
1239
Fifth Third Wealth Advisors
Ohio
$854K +$627K +3,925 +280%
TAM
1240
Titleist Asset Management
Texas
$854K +$332K +2,075 +64%
VT
1241
Vise Technologies
New York
$854K -$50.2K -314 -6%
AC
1242
Annandale Capital
Texas
$844K +$476K +2,980 +131%
BFC
1243
Bedel Financial Consulting
Indiana
$842K +$1.28K +8 +0.2%
CCA
1244
Cobblestone Capital Advisors
New York
$841K -$45.7K -286 -5%
MPW
1245
Monterey Private Wealth
California
$841K -$12.1K -76 -1%
CMAI
1246
Capital Management Associates Inc
Minnesota
$841K
BMWM
1247
Brown Miller Wealth Management
Virginia
$837K
SAS
1248
Stelac Advisory Services
New York
$834K
SOAG
1249
Silver Oak Advisory Group
Oregon
$834K -$40.1K -251 -5%
CMBA
1250
C.M. Bidwell & Associates
Hawaii
$829K -$11.8K -74 -1%