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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1626
Sterling Wealth Management
Illinois
$414K +$397K +2,373 New
OC
1627
Oakworth Capital
Alabama
$412K
A
1628
Allianz
Germany
$410K
PCA
1629
Peddock Capital Advisors
Massachusetts
$407K -$9.88K -59 -2%
JWS
1630
Juncture Wealth Strategies
Arizona
$406K +$390K +2,328 New
SAM
1631
Seelaus Asset Management
New Jersey
$405K
NIC
1632
Northwest Investment Counselors
Oregon
$405K +$167 +1 +0%
WFPG
1633
Waller Financial Planning Group
Ohio
$403K +$31.1K +186 +9%
SW
1634
Solidarity Wealth
Utah
$400K +$384K +2,293 New
LW
1635
Lauer Wealth
Indiana
$399K
JWCA
1636
J.W. Coons Advisors
Ohio
$399K -$41.2K -246 -10%
TF
1637
Trek Financial
Arizona
$398K +$17.9K +107 +5%
CFSG
1638
Community Financial Services Group
Vermont
$395K
WWWM
1639
White Wing Wealth Management
Texas
$394K -$284K -1,697 -43%
IIA
1640
Integral Investment Advisors
California
$394K
MWP
1641
Madison Wealth Partners
Wisconsin
$392K -$1K -6 -0.3%
GSB
1642
Greenfield Savings Bank
Massachusetts
$390K +$29.8K +178 +9%
MWM
1643
Moulton Wealth Management
Washington
$388K +$372K +2,224 New
PMFA
1644
Plante Moran Financial Advisors
Michigan
$388K
Balyasny Asset Management
1645
Balyasny Asset Management
Illinois
$387K +$371K +2,218 New
CKAIS
1646
Christensen King & Associates Investment Services
Washington
$385K -$12.7K -76 -3%
BCWM
1647
Bartlett & Co Wealth Management
Ohio
$384K +$670 +4 +0.2%
TNB
1648
Thomasville National Bank
Georgia
$383K -$54.4K -325 -13%
AWAG
1649
ARS Wealth Advisors Group
Florida
$382K +$8.54K +51 +2%
AC
1650
Applied Capital
Arkansas
$381K -$16.7K -100 -4%