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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
1451
Marks Group Wealth Management
Minnesota
$1.36M -$36.5K -175 -3%
RGC
1452
Roberts, Glore & Co
Illinois
$1.36M -$94K -450 -7%
BCWM
1453
Bartlett & Co Wealth Management
Ohio
$1.35M -$24.6K -118 -2%
WWM
1454
Woodside Wealth Management
Massachusetts
$1.35M
GL
1455
Gerber LLC
Ohio
$1.35M +$835 +4 +0.1%
BIM
1456
Breakwater Investment Management
Washington
$1.35M -$15.5K -74 -1%
BRPW
1457
Ballast Rock Private Wealth
South Carolina
$1.35M +$1.04K +5 +0.1%
ST
1458
Smithfield Trust
Pennsylvania
$1.35M
TLA
1459
Tanglewood Legacy Advisors
Texas
$1.34M
CLIP
1460
Colter Lewis Investment Partners
Connecticut
$1.34M +$222K +1,062 +21%
TIAAOA
1461
Teachers Insurance & Annuity Association of America
New York
$1.34M -$34.9K -167 -3%
BGA
1462
Battery Global Advisors
Massachusetts
$1.33M
CCC
1463
Compass Capital Corp
Massachusetts
$1.33M -$40.5K -194 -3%
VDI
1464
Vaughan David Investments
Illinois
$1.33M +$418 +2 +0%
PAS
1465
Parsonex Advisory Services
Colorado
$1.33M -$647K -3,098 -34%
I
1466
InvesTrust
Oklahoma
$1.32M -$1.46K -7 -0.1%
DF
1467
Downshift Financial
Colorado
$1.32M +$4.38K +21 +0.3%
ACM
1468
Advance Capital Management
Michigan
$1.32M +$95.8K +459 +8%
CWMGO
1469
Capstone Wealth Management Group (Oregon)
Oregon
$1.32M -$132K -633 -9%
JFGLC
1470
Johnson Financial Group LLC (Colorado)
Colorado
$1.31M +$573K +2,745 +84%
ZIM
1471
Zacks Investment Management
Illinois
$1.31M +$164K +785 +17%
GHA
1472
Good Harbor Advisors
Massachusetts
$1.31M +$28.2K +135 +2%
MWM
1473
Maridea Wealth Management
New York
$1.31M +$181K +868 +17%
CA
1474
Calton & Associates
Florida
$1.3M -$166K -794 -12%
TFM
1475
TFC Financial Management
Massachusetts
$1.3M +$1.46K +7 +0.1%