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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCA
1501
Trifecta Capital Advisors
Illinois
$285K – – –
RP
1502
Rowlandmiller & Partners
Georgia
$284K – – –
CPWM
1503
Cypress Point Wealth Management
Texas
$284K -$267K -1,925 -49%
PGAM
1504
Princeton Global Asset Management
New Jersey
$284K – – –
WhitTier Trust Company
1505
WhitTier Trust Company
Nevada
$284K +$30.4K +219 +12%
MCM
1506
McDonough Capital Management
Florida
$283K – – –
DWP
1507
Destiny Wealth Partners
Florida
$283K +$268K +1,930 New
IF
1508
Ironwood Financial
Arizona
$283K -$30.3K -218 -10%
RW
1509
RVW Wealth
California
$282K -$50K -360 -15%
PWMAG
1510
Pinnacle Wealth Management Advisory Group
New Jersey
$282K +$23.5K +169 +9%
GL
1511
Graypoint LLC
New York
$281K -$25.3K -182 -8%
SAM
1512
S.A. Mason
Michigan
$280K – – –
AFG
1513
Allegheny Financial Group
Pennsylvania
$280K -$202K -1,456 -42%
HP
1514
HT Partners
Connecticut
$280K – – –
SF
1515
Slagle Financial
Illinois
$279K +$273K +1,967 New
BWP
1516
Baldwin Wealth Partners
Massachusetts
$279K – – –
BF
1517
Brooklyn FI
New York
$279K +$272K +1,960 New
LMKC
1518
L.M. Kohn & Company
Ohio
$278K – – –
SFP
1519
Sweet Financial Partners
Minnesota
$277K +$694 +5 +0.3%
AAM
1520
Austin Asset Management
Texas
$277K – – –
Connectus Wealth
1521
Connectus Wealth
Ohio
$275K -$143K -1,030 -35%
RWM
1522
Raffa Wealth Management
District of Columbia
$274K +$139 +1 +0.1%
GWP
1523
Gateway Wealth Partners
Wisconsin
$274K +$21.8K +157 +9%
RPCONE
1524
Retirement Planning Company of New England
Rhode Island
$273K +$4.17K +30 +2%
WI
1525
Wintrust Investments
Illinois
$273K -$19.7K -142 -7%