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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
1326
Bristlecone Advisors
Washington
$1.02M +$314K +1,803 +44%
CCB
1327
Country Club Bank
Missouri
$1.02M +$8.72K +50 +0.8%
SWM
1328
Selective Wealth Management
Virginia
$1.02M +$3.84K +22 +0.3%
UI
1329
Unconventional Investor
New Hampshire
$1.02M +$5.93K +34 +0.6%
RG
1330
Rathbones Group
United Kingdom
$1.02M +$113K +650 +12%
PP
1331
Prudential plc
United Kingdom
$1.02M -$635K -3,640 -38%
HSG
1332
Helen Stephens Group
Texas
$1.02M -$1.05K -6 -0.1%
RK
1333
Rather & Kittrell
Tennessee
$1.02M
NS
1334
NBC Securities
Alabama
$1.01M +$1.01M +5,819 +116,380%
AFM
1335
Abbot Financial Management
Massachusetts
$1.01M +$12.6K +72 +1%
SFG
1336
Snider Financial Group
Washington
$1M -$112K -641 -10%
PHS
1337
Pekin Hardy Strauss
Illinois
$1M +$254K +1,454 +34%
CIA
1338
Cohen Investment Advisors
New Hampshire
$1,000K +$58.4K +335 +6%
MGW
1339
MB Generational Wealth
Washington
$999K
TCBWMS
1340
Texas Capital Bank Wealth Management Services
Texas
$993K +$174 +1 +0%
PFM
1341
Peak Financial Management
Massachusetts
$991K -$43.4K -249 -4%
SNBOSD
1342
Security National Bank of So Dak
Iowa
$988K +$118K +678 +13%
KSWA
1343
Kathleen S. Wright Associates
Pennsylvania
$986K
EWM
1344
Endowment Wealth Management
Wisconsin
$984K -$18.3K -105 -2%
GAM
1345
Gould Asset Management
California
$983K -$57.5K -330 -5%
CT
1346
Colonial Trust
South Carolina
$982K +$86.1K +494 +10%
FM
1347
Foster & Motley
Ohio
$980K -$30.7K -176 -3%
AA
1348
Alesco Advisors
New York
$979K
TSMHT
1349
Thurston Springer Miller Herd & Titak
Indiana
$978K +$710K +4,072 +256%
BCP
1350
Berkeley Capital Partners
Georgia
$974K +$4.36K +25 +0.4%