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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1551
Next Capital Management
New York
$403K – – –
PFA
1552
Petra Financial Advisors
Colorado
$401K -$127K -792 -24%
Hemenway Trust Hemenway Trust
1553
Hemenway Trust Hemenway Trust
New Hampshire
$401K – – –
CA
1554
Carson Advisory
Georgia
$400K -$4.64K -29 -1%
AWM
1555
Austin Wealth Management
Texas
$399K -$13.7K -86 -3%
Massachusetts Financial Services
1556
Massachusetts Financial Services
Massachusetts
$397K +$106K +665 +37%
SFMG Wealth Advisors
1557
SFMG Wealth Advisors
Texas
$397K – – –
Cidel Asset Management
1558
Cidel Asset Management
Ontario, Canada
$397K – – –
FIM
1559
FWL Investment Management
Texas
$397K -$4.32K -27 -1%
ORC
1560
O'Rourke & Company
Massachusetts
$395K +$1.12K +7 +0.3%
WP
1561
WealthPLAN Partners
Nebraska
$394K +$7.19K +45 +2%
Harris Associates
1562
Harris Associates
Illinois
$394K +$393K +2,458 New
SIAG
1563
Safeguard Investment Advisory Group
California
$394K +$33.6K +210 +9%
KC
1564
Kingfisher Capital
North Carolina
$394K – – –
PFG
1565
Prosperity Financial Group
California
$393K -$157K -983 -29%
B
1566
BetterWealth
California
$393K – – –
Bradley Foster & Sargent
1567
Bradley Foster & Sargent
Connecticut
$393K +$97.8K +612 +33%
NorthRock Partners
1568
NorthRock Partners
Minnesota
$393K +$3.2K +20 +0.8%
LW
1569
Libra Wealth
California
$393K -$18.7K -117 -5%
Claro Advisors
1570
Claro Advisors
Massachusetts
$390K +$75.1K +470 +24%
Van Hulzen Asset Management
1571
Van Hulzen Asset Management
California
$389K +$102K +638 +36%
MAM
1572
Milestone Asset Management
Pennsylvania
$389K +$56.4K +353 +17%
CAM
1573
Concorde Asset Management
Michigan
$388K +$87.9K +550 +29%
MC
1574
Mathes Company
New York
$387K – – –
Newbridge Financial Services Group
1575
Newbridge Financial Services Group
Florida
$387K -$206K -1,291 -35%