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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HAS
1651
HBW Advisory Services
California
$963K -$138K -659 -13%
CFG
1652
Chapman Financial Group
Hawaii
$959K – – –
IWN
1653
Independent Wealth Network
Iowa
$958K +$155K +740 +20%
Harris Associates
1654
Harris Associates
Illinois
$957K +$380K +1,818 +71%
FA
1655
FSA Advisors
Michigan
$955K +$915K +4,384 New
OFI
1656
Outbound Financial Inc
Colorado
$955K -$835 -4 -0.1%
UWPG
1657
Ullmann Wealth Partners Group
Florida
$955K +$241K +1,153 +36%
HIS
1658
Horizon Investment Services
Indiana
$953K +$18.8K +90 +2%
VFIC
1659
Valley Forge Investment Consultants
Pennsylvania
$953K +$4.18K +20 +0.5%
CMBA
1660
C.M. Bidwell & Associates
Hawaii
$950K -$44.3K -212 -5%
MJFG
1661
Mars Jewett Financial Group
Washington
$949K – – –
PMG
1662
Private Management Group
California
$945K +$75.8K +363 +9%
BWL
1663
Bogart Wealth LLC
Virginia
$944K +$173K +830 +24%
FWMP
1664
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$941K -$6.06K -29 -0.7%
Balyasny Asset Management
1665
Balyasny Asset Management
Illinois
$939K +$900K +4,310 New
FNBTCON
1666
First National Bank & Trust Co of Newtown
Pennsylvania
$937K +$518K +2,480 +139%
AA
1667
Ashford Advisors
New York
$936K – – –
SAS
1668
Stelac Advisory Services
New York
$931K +$48.9K +234 +6%
LW
1669
Linscomb Wealth
Texas
$924K -$251K -1,201 -22%
WIM
1670
WealthPlan Investment Management
Nebraska
$922K -$13.8K -66 -2%
WJWM
1671
Williams Jones Wealth Management
New York
$922K -$54.1K -259 -6%
IAG
1672
Investmark Advisory Group
Connecticut
$919K +$26.1K +125 +3%
DI
1673
Diligent Investors
California
$915K +$20.9K +100 +2%
MWP
1674
Madison Wealth Partners
Wisconsin
$913K +$269K +1,287 +44%
SIC
1675
SJS Investment Consulting
Ohio
$911K – – –