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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFB
1451
Cullen/Frost Bankers
Texas
$332K -$873K -6,288 -73%
DA
1452
DCM Advisors
New York
$332K +$10K +72 +3%
SIAG
1453
Safeguard Investment Advisory Group
California
$329K -$17.5K -126 -5%
PP
1454
Patron Partners
Texas
$329K -$125K -900 -28%
CPSC
1455
Carl P. Sherr & Co
Massachusetts
$328K
Chevy Chase Trust
1456
Chevy Chase Trust
Maryland
$328K
BZWA
1457
Blue Zone Wealth Advisors
California
$327K +$111K +800 +53%
MIC
1458
Means Investment Company
Maine
$326K +$1.53K +11 +0.5%
AC
1459
Annandale Capital
Texas
$324K
GW
1460
GW & Wade
Massachusetts
$323K +$417 +3 +0.1%
MCM
1461
Morton Capital Management
California
$322K +$96.9K +698 +44%
IWN
1462
Independent Wealth Network
Iowa
$322K -$16.3K -117 -5%
BFS
1463
Bradley Foster & Sargent
Connecticut
$322K +$59.3K +427 +23%
GSEP
1464
Golden State Equity Partners
California
$321K +$49.2K +354 +19%
AIA
1465
Ally Invest Advisors
North Carolina
$320K +$84.3K +607 +37%
TCWM
1466
Total Clarity Wealth Management
Illinois
$319K -$27.1K -195 -8%
BG
1467
Benedetti & Gucer
Georgia
$315K -$37.5K -270 -11%
RA
1468
Rockingstone Advisors
Massachusetts
$313K
FTWA
1469
Fifth Third Wealth Advisors
Ohio
$312K +$305K +2,199 New
HIP
1470
Harrell Investment Partners
Texas
$312K +$3.89K +28 +1%
BAWC
1471
Boyce & Associates Wealth Consulting
Texas
$311K +$7.36K +53 +2%
QPBE
1472
Quintet Private Bank (Europe)
Luxembourg
$311K -$1.01M -7,254 -77%
FPCP
1473
Fort Point Capital Partners
California
$311K +$5.56K +40 +2%
NWMG
1474
National Wealth Management Group
Ohio
$310K -$27.1K -195 -8%
MLFP
1475
MPS Loria Financial Planners
Illinois
$308K -$13.3K -96 -4%