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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
1351
Barry Investment Advisors
Massachusetts
$972K -$29.8K -171 -3%
IWA
1352
Inspirion Wealth Advisors
Illinois
$972K
KAS
1353
KPP Advisory Services
Kentucky
$971K +$980K +5,620 New
CCA
1354
Checchi Capital Advisers
California
$971K +$22.3K +128 +2%
NWAG
1355
Net Worth Advisory Group
Utah
$970K +$96.8K +555 +11%
BOC
1356
Bull Oak Capital
California
$969K +$5.75K +33 +0.6%
CMA
1357
Cedar Mountain Advisors
Oregon
$968K -$39.4K -226 -4%
CP
1358
Creekside Partners
California
$967K +$1.57K +9 +0.2%
OWP
1359
Obermeyer Wealth Partners
Colorado
$966K +$248K +1,422 +34%
BFS
1360
BridgePort Financial Solutions
Iowa
$964K -$20.4K -117 -2%
RIA
1361
Regal Investment Advisors
Michigan
$954K -$547K -3,137 -36%
ZIM
1362
Zacks Investment Management
Illinois
$953K +$73.6K +422 +8%
CWMGO
1363
Capstone Wealth Management Group (Oregon)
Oregon
$953K -$15.2K -87 -2%
GSWM
1364
Golden State Wealth Management
California
$946K -$477K -2,733 -33%
TBT
1365
Texas Bank & Trust
Texas
$941K -$153K -879 -14%
KP
1366
Kitching Partners
Pennsylvania
$939K +$99.6K +571 +12%
BFC
1367
Bedel Financial Consulting
Indiana
$939K -$17.4K -100 -2%
TFM
1368
TFC Financial Management
Massachusetts
$934K +$698 +4 +0.1%
WI
1369
WrapManager Inc
California
$929K -$39.1K -224 -4%
WB
1370
WesBanco Bank
West Virginia
$929K +$161K +924 +21%
OFP
1371
OFC Financial Planning
New Jersey
$929K -$84.8K -486 -8%
AWA
1372
Alaska Wealth Advisors
Alaska
$924K -$33.7K -193 -3%
FCA
1373
Fortis Capital Advisors
Kansas
$923K +$362K +2,074 +63%
HL
1374
HeadInvest LLC
Maine
$922K
GB
1375
Goepper Burkhardt
South Carolina
$921K +$930K +5,331 New