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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
1476
Bogart Wealth LLC
Virginia
$588K +$18.4K +110 +3%
DCM
1477
DGS Capital Management
New Jersey
$586K +$47.6K +284 +9%
VM
1478
VPR Management
Texas
$585K
AFG
1479
Altiora Financial Group
Ohio
$583K +$28.8K +172 +5%
FWM
1480
Fairhaven Wealth Management
Illinois
$583K
UWPG
1481
Ullmann Wealth Partners Group
Florida
$583K -$48.2K -288 -8%
PMG
1482
Private Management Group
California
$581K
CA
1483
CWC Advisors
Oregon
$580K +$557K +3,325 New
FGC
1484
Financial Gravity Companies
Texas
$578K +$555K +3,312 New
PFA
1485
Petra Financial Advisors
Colorado
$577K +$135K +805 +32%
SFMG
1486
Sage Financial Management Group
Virginia
$576K +$553K +3,302 New
OFW
1487
Omnia Family Wealth
Florida
$575K +$552K +3,296 New
SCI
1488
S&CO Inc
Massachusetts
$575K
FNA
1489
First National Advisers
Nebraska
$575K +$5.86K +35 +1%
FCA
1490
Fortis Capital Advisors
Kansas
$570K -$28.1K -168 -5%
Harris Associates
1491
Harris Associates
Illinois
$570K +$135K +805 +33%
RDWM
1492
Red Door Wealth Management
Tennessee
$569K
CI
1493
Cambiar Investors
Colorado
$566K +$225K +1,341 +70%
FTDI
1494
First Trust Direct Indexing
Massachusetts
$566K +$85.7K +512 +19%
MIC
1495
Means Investment Company
Maine
$562K -$43.9K -262 -8%
YWM
1496
Yoder Wealth Management
California
$562K
TCM
1497
Towercrest Capital Management
Pennsylvania
$560K
ACG
1498
Allen Capital Group
Nebraska
$558K -$28.1K -168 -5%
SIM
1499
Stratos Investment Management
Ohio
$557K -$38.5K -230 -7%
GAB
1500
German American Bancorp
Indiana
$555K +$33.5K +200 +7%