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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1526
Weatherly Asset Management
California
$523K
CGPCS
1527
Capital Group Private Client Services
California
$521K -$36.5K -218 -7%
IAG
1528
Investmark Advisory Group
Connecticut
$519K +$5.69K +34 +1%
MFA
1529
Millington Financial Advisors
Illinois
$516K +$502 +3 +0.1%
PSP
1530
Pacific Sage Partners
Washington
$514K -$2.51K -15 -0.5%
SFPG
1531
Stonebridge Financial Planning Group
Florida
$511K +$16.7K +100 +4%
TIA
1532
Traphagen Investment Advisors
New Jersey
$511K -$29.1K -174 -6%
TC
1533
Trilogy Capital
California
$510K -$670 -4 -0.1%
MIM
1534
Moseley Investment Management
Florida
$510K -$2.34K -14 -0.5%
MFS
1535
McNamara Financial Services
Massachusetts
$508K -$223K -1,329 -31%
VAG
1536
VisionPoint Advisory Group
Texas
$507K +$58.3K +348 +14%
MPM
1537
Meritage Portfolio Management
Kansas
$506K -$4.19K -25 -0.9%
BWP
1538
Balboa Wealth Partners
Arizona
$505K +$97.3K +581 +25%
AWM
1539
Aprio Wealth Management
Georgia
$505K +$20.6K +123 +4%
CFAM
1540
Center For Asset Management
Florida
$501K +$6.87K +41 +1%
Capital International Investors
1541
Capital International Investors
California
$498K +$479K +2,863 New
CA
1542
Cambridge Advisors
Nebraska
$498K
MWA
1543
Meridian Wealth Advisors
Texas
$496K
CGA
1544
Crescent Grove Advisors
Illinois
$496K
HI
1545
Hoey Investments
Pennsylvania
$496K
PAMG
1546
Patton Albertson Miller Group
Tennessee
$495K
WQ
1547
Wealth Quarterback
New Jersey
$495K -$33.2K -198 -7%
MAG
1548
M3 Advisory Group
Massachusetts
$491K +$16.6K +99 +4%
CT
1549
Caldwell Trust
Florida
$491K
BI
1550
Ballast Inc
Kentucky
$491K