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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSMHT
1451
Thurston Springer Miller Herd & Titak
Indiana
$1.37M +$209 +1 +0%
WMP
1452
Wealth Management Partners
Arizona
$1.37M -$32.8K -157 -2%
KFA
1453
Kapstone Financial Advisors
Ohio
$1.36M +$635K +3,041 +95%
CFO
1454
CVA Family Office
Colorado
$1.36M -$16.7K -80 -1%
MGWM
1455
Marks Group Wealth Management
Minnesota
$1.36M -$36.5K -175 -3%
RGC
1456
Roberts, Glore & Co
Illinois
$1.36M -$94K -450 -7%
BCWM
1457
Bartlett & Co Wealth Management
Ohio
$1.35M -$24.6K -118 -2%
WWM
1458
Woodside Wealth Management
Massachusetts
$1.35M – – –
GL
1459
Gerber LLC
Ohio
$1.35M +$835 +4 +0.1%
BIM
1460
Breakwater Investment Management
Washington
$1.35M -$15.5K -74 -1%
BRPW
1461
Ballast Rock Private Wealth
South Carolina
$1.35M +$1.04K +5 +0.1%
ST
1462
Smithfield Trust
Pennsylvania
$1.35M – – –
TLA
1463
Tanglewood Legacy Advisors
Texas
$1.34M – – –
CLIP
1464
Colter Lewis Investment Partners
Connecticut
$1.34M +$222K +1,062 +21%
TIAAOA
1465
Teachers Insurance & Annuity Association of America
New York
$1.34M -$34.9K -167 -3%
BGA
1466
Battery Global Advisors
Massachusetts
$1.33M – – –
CCC
1467
Compass Capital Corp
Massachusetts
$1.33M -$40.5K -194 -3%
VDI
1468
Vaughan David Investments
Illinois
$1.33M +$418 +2 +0%
PAS
1469
Parsonex Advisory Services
Colorado
$1.33M -$647K -3,098 -34%
I
1470
InvesTrust
Oklahoma
$1.32M -$1.46K -7 -0.1%
DF
1471
Downshift Financial
Colorado
$1.32M +$4.38K +21 +0.3%
ACM
1472
Advance Capital Management
Michigan
$1.32M +$95.8K +459 +8%
CWMGO
1473
Capstone Wealth Management Group (Oregon)
Oregon
$1.32M -$132K -633 -9%
JFGLC
1474
Johnson Financial Group LLC (Colorado)
Colorado
$1.31M +$573K +2,745 +84%
ZIM
1475
Zacks Investment Management
Illinois
$1.31M +$164K +785 +17%