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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPWM
1226
Badgley Phelps Wealth Managers
Washington
$1.32M -$400K -2,293 -23%
IFPL
1227
Investments & Financial Planning LLC
Kentucky
$1.32M +$6.63K +38 +0.5%
CAS
1228
Coppell Advisory Solutions
Texas
$1.32M -$10.8K -62 -0.8%
MCM
1229
MidAtlantic Capital Management
Virginia
$1.31M -$7.67K -44 -0.6%
DWM
1230
Diversify Wealth Management
Utah
$1.31M +$82.7K +474 +6%
BBNB
1231
Baker Boyer National Bank
Washington
$1.31M -$3.6M -20,641 -73%
ACM
1232
Absolute Capital Management
Pennsylvania
$1.31M +$25.5K +146 +2%
JWBC
1233
J.W. Burns & Co
New York
$1.3M +$131K +749 +11%
CCC
1234
Compass Capital Corp
Massachusetts
$1.3M -$700K -4,014 -34%
TH
1235
Team Hewins
California
$1.3M -$13.8K -79 -1%
Vanguard Personalized Indexing Management
1236
Vanguard Personalized Indexing Management
California
$1.3M +$1.31M +7,508 New
SWRP
1237
Summit Wealth & Retirement Planning
California
$1.29M +$570K +3,267 +77%
AFA
1238
Arlington Financial Advisors
California
$1.29M +$557K +3,193 +74%
MHC
1239
May Hill Capital
Massachusetts
$1.28M +$171K +978 +15%
MCCP
1240
Mission Creek Capital Partners
California
$1.28M -$17.8K -102 -1%
MGWM
1241
Marks Group Wealth Management
Minnesota
$1.28M -$19.2K -110 -1%
MFG
1242
Mission Financial Group
Nevada
$1.28M +$1.13M +6,505 New
PFG
1243
PAX Financial Group
Texas
$1.26M -$46K -264 -3%
BI
1244
Binnacle Investments
Iowa
$1.26M +$1.27M +7,307 New
CIM
1245
Corda Investment Management
Texas
$1.26M -$129K -739 -9%
CAM
1246
Cozad Asset Management
Illinois
$1.26M +$97.1K +557 +8%
ALA
1247
Atlas Legacy Advisors
California
$1.26M -$71.3K -409 -5%
CWM
1248
Certus Wealth Management
California
$1.25M +$48K +275 +4%
CCG
1249
Chatham Capital Group
Georgia
$1.25M +$97.3K +558 +8%
SIMC
1250
Squire Investment Management Company
Utah
$1.24M +$194K +1,114 +18%