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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIP
1626
Harrell Investment Partners
Texas
$332K +$2.11K +15 +0.7%
CFB
1627
Cullen/Frost Bankers
Texas
$332K -$19.6K -139 -6%
BG
1628
Benedetti & Gucer
Georgia
$331K
TI
1629
Tidal Investments
Wisconsin
$331K +$311K +2,212 New
BWP
1630
Balboa Wealth Partners
Arizona
$331K +$311K +2,212 New
MWP
1631
Madison Wealth Partners
Wisconsin
$330K
IIL
1632
Insight Inv LLC
California
$328K -$22.8K -162 -7%
BWA
1633
Bordeaux Wealth Advisors
California
$328K +$309K +2,193 New
FNB
1634
Farmers National Bank
Kentucky
$326K -$136K -970 -31%
AP
1635
Atwood & Palmer
Missouri
$326K +$307K +2,180 New
MLFP
1636
MPS Loria Financial Planners
Illinois
$325K +$422 +3 +0.1%
PNAA
1637
Pictet North America Advisors
Switzerland
$319K
VWM
1638
Venturi Wealth Management
Texas
$319K +$135K +956 +81%
NWM
1639
NRI Wealth Management
California
$319K +$300K +2,131 New
SAM
1640
S.A. Mason
Michigan
$318K +$13.8K +98 +5%
WP
1641
Westmount Partners
California
$318K -$95.8K -681 -24%
PG
1642
Proffitt & Goodson
Tennessee
$316K
RW
1643
RVW Wealth
California
$316K +$18.1K +129 +6%
MCM
1644
McRae Capital Management
New Jersey
$316K -$20K -142 -6%
UAS
1645
United Asset Strategies
New York
$314K +$296K +2,102 New
CHJWM
1646
Carlton Hofferkamp & Jenks Wealth Management
Texas
$314K +$59.4K +422 +25%
IWN
1647
Independent Wealth Network
Iowa
$314K +$6.47K +46 +2%
PMG
1648
Private Management Group
California
$314K
CA
1649
Claro Advisors
Massachusetts
$313K +$28.7K +204 +11%
FTWA
1650
Fifth Third Wealth Advisors
Ohio
$312K -$15.5K -110 -5%