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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1601
Saxony Capital Management
Missouri
$361K +$23.5K +147 +7%
IIA
1602
Integral Investment Advisors
California
$361K -$45.7K -286 -11%
OWA
1603
Opal Wealth Advisors
New York
$360K -$48.9K -306 -12%
RWA
1604
Redhawk Wealth Advisors
Minnesota
$357K -$1.09M -6,817 -75%
PMFA
1605
Plante Moran Financial Advisors
Michigan
$357K -$3.52K -22 -1%
BCWM
1606
Bartlett & Co Wealth Management
Ohio
$354K +$73.2K +458 +26%
MLFP
1607
MPS Loria Financial Planners
Illinois
$350K
TF
1608
Trek Financial
Arizona
$349K -$11.3K -71 -3%
FNB
1609
Farmers National Bank
Kentucky
$348K -$1.44K -9 -0.4%
AIP
1610
Almanack Investment Partners
Pennsylvania
$348K -$38.2K -239 -10%
Vanguard Personalized Indexing Management
1611
Vanguard Personalized Indexing Management
California
$347K +$346K +2,166 New
VFA
1612
Voya Financial Advisors
Connecticut
$347K +$7.03K +44 +2%
Aristotle Capital Management
1613
Aristotle Capital Management
California
$346K +$114K +711 +49%
HOWA
1614
Heritage Oak Wealth Advisors
Florida
$345K +$343K +2,149 New
CB
1615
Cadence Bank
Mississippi
$344K -$24.1K -151 -7%
AWAG
1616
ARS Wealth Advisors Group
Florida
$343K +$114K +714 +50%
PNAA
1617
Pictet North America Advisors
Switzerland
$342K
VWM
1618
Venturi Wealth Management
Texas
$341K -$320 -2 -0.1%
WFPG
1619
Waller Financial Planning Group
Ohio
$340K +$17.6K +110 +5%
JFA
1620
JNBA Financial Advisors
Minnesota
$339K -$959 -6 -0.3%
HHRDM
1621
H&H Retirement Design & Management
Nevada
$339K
SF
1622
Slagle Financial
Illinois
$338K -$9.27K -58 -3%
EFA
1623
Edge Financial Advisors
Illinois
$338K +$51.5K +322 +18%
LA
1624
Legacy Advisors
Pennsylvania
$337K
REMPR
1625
Roof Eidam Maycock Peralta (REMP)
California
$337K +$128K +800 +62%