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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
1651
C.M. Bidwell & Associates
Hawaii
$950K -$44.3K -212 -5%
MJFG
1652
Mars Jewett Financial Group
Washington
$949K
PMG
1653
Private Management Group
California
$945K +$75.8K +363 +9%
BWL
1654
Bogart Wealth LLC
Virginia
$944K +$173K +830 +24%
FWMP
1655
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$941K -$6.06K -29 -0.7%
Balyasny Asset Management
1656
Balyasny Asset Management
Illinois
$939K +$900K +4,310 New
FNBTCON
1657
First National Bank & Trust Co of Newtown
Pennsylvania
$937K +$518K +2,480 +139%
AA
1658
Ashford Advisors
New York
$936K
SAS
1659
Stelac Advisory Services
New York
$931K +$48.9K +234 +6%
LW
1660
Linscomb Wealth
Texas
$924K -$251K -1,201 -22%
WIM
1661
WealthPlan Investment Management
Nebraska
$922K -$13.8K -66 -2%
WJWM
1662
Williams Jones Wealth Management
New York
$922K -$54.1K -259 -6%
IAG
1663
Investmark Advisory Group
Connecticut
$919K +$26.1K +125 +3%
DI
1664
Diligent Investors
California
$915K +$20.9K +100 +2%
MWP
1665
Madison Wealth Partners
Wisconsin
$913K +$269K +1,287 +44%
SIC
1666
SJS Investment Consulting
Ohio
$911K
PG
1667
Patten Group
Tennessee
$909K -$79.8K -382 -8%
TCPW
1668
Twin City Private Wealth
North Carolina
$908K +$37.8K +181 +5%
CVA
1669
Central Valley Advisors
California
$904K +$170K +813 +24%
UPS
1670
UHLMANN PRICE SECURITIES
Illinois
$903K +$3.13K +15 +0.4%
BEAM
1671
Baker Ellis Asset Management
Washington
$902K
PPA
1672
Pacific Point Advisors
California
$900K
LC
1673
Lincoln Capital
Nebraska
$897K -$19.2K -92 -2%
GB
1674
Goepper Burkhardt
South Carolina
$895K -$71.6K -343 -8%
PWP
1675
Parkwoods Wealth Partners
New York
$892K +$622K +2,979 +267%