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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPWM
1501
Cypress Point Wealth Management
Texas
$284K -$267K -1,925 -49%
PGAM
1502
Princeton Global Asset Management
New Jersey
$284K
WTC
1503
WhitTier Trust Company
Nevada
$284K +$30.4K +219 +12%
MCM
1504
McDonough Capital Management
Florida
$283K
DWP
1505
Destiny Wealth Partners
Florida
$283K +$268K +1,930 New
IF
1506
Ironwood Financial
Arizona
$283K -$30.3K -218 -10%
RW
1507
RVW Wealth
California
$282K -$50K -360 -15%
PWMAG
1508
Pinnacle Wealth Management Advisory Group
New Jersey
$282K +$23.5K +169 +9%
GL
1509
Graypoint LLC
New York
$281K -$25.3K -182 -8%
SAM
1510
S.A. Mason
Michigan
$280K
AFG
1511
Allegheny Financial Group
Pennsylvania
$280K -$202K -1,456 -42%
HP
1512
HT Partners
Connecticut
$280K
SF
1513
Slagle Financial
Illinois
$279K +$273K +1,967 New
BWP
1514
Baldwin Wealth Partners
Massachusetts
$279K
BF
1515
Brooklyn FI
New York
$279K +$272K +1,960 New
LMKC
1516
L.M. Kohn & Company
Ohio
$278K
SFP
1517
Sweet Financial Partners
Minnesota
$277K +$694 +5 +0.3%
AAM
1518
Austin Asset Management
Texas
$277K
CW
1519
Connectus Wealth
Ohio
$275K -$143K -1,030 -35%
RWM
1520
Raffa Wealth Management
District of Columbia
$274K +$139 +1 +0.1%
GWP
1521
Gateway Wealth Partners
Wisconsin
$274K +$21.8K +157 +9%
RPCONE
1522
Retirement Planning Company of New England
Rhode Island
$273K +$4.17K +30 +2%
WI
1523
Wintrust Investments
Illinois
$273K -$19.7K -142 -7%
EWA
1524
ERTS Wealth Advisors
Michigan
$271K +$1.25K +9 +0.5%
WCP
1525
Wick Capital Partners
Pennsylvania
$270K +$15K +108 +6%