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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPSC
1401
Carl P. Sherr & Co
Massachusetts
$1.54M +$783K +3,749 +113%
JAG
1402
Journey Advisory Group
Kentucky
$1.54M +$2.3K +11 +0.2%
FC
1403
Fairscale Capital
New Hampshire
$1.54M +$15K +72 +1%
SWP
1404
SIMA Wealth Partners
Virginia
$1.53M – – –
TLFA
1405
True Link Financial Advisors
California
$1.53M -$1.27M -6,089 -46%
EL
1406
Essex LLC
Illinois
$1.52M +$6.68K +32 +0.5%
TBC
1407
Ted Buchan & Co
California
$1.52M -$6.68K -32 -0.5%
Vanguard Personalized Indexing Management
1408
Vanguard Personalized Indexing Management
California
$1.52M +$131K +628 +10%
CC
1409
Clearwave Capital
California
$1.52M -$122K -586 -8%
CFS
1410
CRA Financial Services
New Jersey
$1.51M +$18.4K +88 +1%
CRW
1411
Clarity Retirement & Wealth
Massachusetts
$1.51M +$22.6K +108 +2%
PWP
1412
Ponta Wealth Partners
Florida
$1.51M – – –
SIAS
1413
Summit Investment Advisory Services
Minnesota
$1.51M -$199K -951 -12%
MFG
1414
Midwest Financial Group
Kansas
$1.5M +$16.7K +80 +1%
NWAG
1415
Net Worth Advisory Group
Utah
$1.5M -$2.36M -11,278 -62%
FG
1416
Fairman Group
Pennsylvania
$1.49M +$12.1K +58 +0.9%
HTC
1417
Haverford Trust Company
Pennsylvania
$1.49M -$24K -115 -2%
WCP
1418
Wealthcare Capital Partners
Pennsylvania
$1.49M +$32.4K +155 +2%
JWBC
1419
J.W. Burns & Co
New York
$1.48M -$21.5K -103 -1%
LC
1420
Lavaca Capital
Texas
$1.48M -$1.23M -5,900 -46%
ACM
1421
Aspen Capital Management
Idaho
$1.46M +$16.5K +79 +1%
VF
1422
Vawter Financial
Ohio
$1.46M -$27.1K -130 -2%
NG
1423
Norden Group
Utah
$1.46M -$25.5K -122 -2%
TI
1424
Truepoint Inc
Ohio
$1.45M -$685K -3,279 -33%
CGA
1425
Crescent Grove Advisors
Illinois
$1.45M -$40.1K -192 -3%