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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIM
1476
Breakwater Investment Management
Washington
$482K +$3.36K +21 +0.7%
JSSH
1477
J. Safra Sarasin Holding
$481K +$479K +3,000 New
WAM
1478
WFA Asset Management
Wisconsin
$481K +$269K +1,686 +128%
SWM
1479
SilverOak Wealth Management
Minnesota
$480K -$43.3K -271 -8%
4FG
1480
4Thought Financial Group
New York
$479K -$964K -6,032 -67%
GAB
1481
German American Bancorp
Indiana
$478K
GWANC
1482
Guardian Wealth Advisors (North Carolina)
North Carolina
$478K +$226K +1,415 +90%
PSP
1483
Pacific Sage Partners
Washington
$475K
SPA
1484
Sentinel Pension Advisors
Massachusetts
$474K +$11K +69 +2%
MFA
1485
Millington Financial Advisors
Illinois
$473K
LRPA
1486
L. Roy Papp & Associates
Arizona
$473K -$160 -1 -0%
IAG
1487
Investmark Advisory Group
Connecticut
$471K -$290K -1,813 -38%
MIM
1488
Moseley Investment Management
Florida
$471K -$30.4K -190 -6%
TC
1489
Trilogy Capital
California
$470K -$263K -1,643 -36%
MPM
1490
Meritage Portfolio Management
Kansas
$469K
GA
1491
Goldstein Advisors
Wisconsin
$461K
CGA
1492
Crescent Grove Advisors
Illinois
$458K
CA
1493
Cambridge Advisors
Nebraska
$457K
MWA
1494
Meridian Wealth Advisors
Texas
$456K
PAMG
1495
Patton Albertson Miller Group
Tennessee
$455K
SFPG
1496
Stonebridge Financial Planning Group
Florida
$454K -$97.5K -610 -18%
CFAM
1497
Center For Asset Management
Florida
$454K +$3.84K +24 +0.9%
CT
1498
Caldwell Trust
Florida
$451K -$4.96K -31 -1%
BI
1499
Ballast Inc
Kentucky
$451K -$24.9K -156 -5%
Legacy Financial Group (Iowa)
1500
Legacy Financial Group (Iowa)
Iowa
$450K -$30.2K -189 -6%