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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PJWM
1601
Philip James Wealth Mangement
Georgia
$434K +$29.6K +177 +8%
KC
1602
Kingfisher Capital
North Carolina
$434K +$4.69K +28 +1%
CGFA
1603
Colton Groome Financial Advisors
North Carolina
$434K -$16.7K -100 -4%
DPW
1604
DiNuzzo Private Wealth
Pennsylvania
$432K +$133K +794 +47%
SWA
1605
SFMG Wealth Advisors
Texas
$432K
CAM
1606
Cidel Asset Management
Ontario, Canada
$432K
PFG
1607
Prosperity Financial Group
California
$431K +$2.34K +14 +0.6%
ORC
1608
O'Rourke & Company
Massachusetts
$431K +$1K +6 +0.2%
B
1609
BetterWealth
California
$428K
HC
1610
Henshaw Capital
Massachusetts
$428K +$201K +1,200 +96%
LW
1611
Libra Wealth
California
$426K -$837 -5 -0.2%
AWM
1612
Austin Wealth Management
Texas
$425K +$2.18K +13 +0.5%
NP
1613
NorthRock Partners
Minnesota
$423K -$1.67K -10 -0.4%
DWM
1614
Dopkins Wealth Management
New York
$421K -$27.3K -163 -6%
MC
1615
Mathes Company
New York
$421K
FDCP
1616
Foster Dykema Cabot & Partners
Massachusetts
$420K +$107K +639 +36%
RSWA
1617
Robinson Smith Wealth Advisors
Maine
$419K -$36.8K -220 -8%
MYIA
1618
Mount Yale Investment Advisors
Colorado
$418K +$167 +1 +0%
PP
1619
Patten & Patten
Tennessee
$418K +$65.1K +389 +19%
SIAG
1620
Safeguard Investment Advisory Group
California
$417K -$11.4K -68 -3%
VHAM
1621
Van Hulzen Asset Management
California
$417K -$6.03K -36 -1%
CFG
1622
Carr Financial Group
Massachusetts
$417K +$2.51K +15 +0.6%
Lazard Asset Management
1623
Lazard Asset Management
New York
$416K +$93.8K +560 +31%
TWG
1624
The Wealth Group
Minnesota
$415K +$2.01K +12 +0.5%
9WM
1625
9258 Wealth Management
Ohio
$415K +$15.4K +92 +4%