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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
1301
Global Financial Private Client
Florida
$1.05M -$63.7K -363 -6%
JSL
1302
JT Stratford LLC
Georgia
$1.05M +$5.44K +31 +0.5%
LNWWM
1303
Laird Norton Wetherby Wealth Management
California
$1.05M +$96.2K +548 +10%
CMAI
1304
Capital Management Associates Inc
Minnesota
$1.05M +$157K +897 +17%
ACM
1305
Advance Capital Management
Michigan
$1.04M +$27.2K +155 +3%
TIAAOA
1306
Teachers Insurance & Annuity Association of America
New York
$1.04M
NCM
1307
Noesis Capital Mangement
Florida
$1.04M +$69.7K +397 +7%
BGA
1308
Battery Global Advisors
Massachusetts
$1.03M
SWM
1309
Sugarloaf Wealth Management
Georgia
$1.03M -$98.3K -560 -8%
FFM
1310
Forum Financial Management
Illinois
$1.03M -$17.7K -101 -2%
PFG
1311
Pinnacle Financial Group
Illinois
$1.03M +$2.63K +15 +0.2%
HCWM
1312
Hidden Cove Wealth Management
Washington
$1.03M +$1.07M +6,093 New
OCFG
1313
O'Connor Financial Group
Illinois
$1.03M -$261K -1,489 -20%
SIMC
1314
Squire Investment Management Company
Utah
$1.03M +$115K +654 +12%
TW
1315
TrinityPoint Wealth
Connecticut
$1.02M +$291K +1,659 +38%
IF
1316
Ironwood Financial
Arizona
$1.02M +$153K +870 +17%
PMFA
1317
Plante Moran Financial Advisors
Michigan
$1.02M +$667K +3,799 +171%
YIH
1318
Y-Intercept (HK)
Hong Kong
$1.02M +$1.06M +6,023 New
GAM
1319
Gould Asset Management
California
$1.02M +$61.4K +350 +6%
BFC
1320
Bedel Financial Consulting
Indiana
$1.02M +$139K +793 +16%
WCFA
1321
Walkner Condon Financial Advisors
Wisconsin
$1.02M +$65.5K +373 +7%
BCMLT
1322
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.02M -$161K -920 -13%
PFM
1323
Peak Financial Management
Massachusetts
$1.01M -$4.21K -24 -0.4%
AIA
1324
Arrow Investment Advisors
Maryland
$1.01M
RIS
1325
Retirement Income Solutions
Michigan
$1.01M +$19.1K +109 +2%