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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JGCM
1651
Joseph Group Capital Management
Ohio
$3K – – –
SIS
1652
Sound Income Strategies
Florida
$3K +$3.24K +23 New
AWA
1653
Artemis Wealth Advisors
New York
$2.25K +$2.4K +17 New
OAJ
1654
Ogorek Anthony Joseph
New York
$2K – – –
IAS
1655
IMA Advisory Services
Colorado
$2K +$1.83K +13 New
LPWM
1656
Lake Point Wealth Management
Texas
$2K +$1.83K +13 New
TFA
1657
Transamerica Financial Advisors
Florida
$2K +$1.98K +14 New
CP
1658
Castleview Partners
Texas
$1.76K -$52.8K -374 -97%
CWA
1659
Carolina Wealth Advisors
South Carolina
$1K – – –
BMD
1660
Better Money Decisions
New Mexico
$1K +$705 +5 New
FCAS
1661
First Command Advisory Services
Texas
$1K +$705 +5 New
AF
1662
Ally Financial
Michigan
– -$49.1M -332,000 Closed
FPOC
1663
Financial Planners of Cleveland
Ohio
– -$40.7M -275,420 Closed
KWM
1664
Kaydan Wealth Management
Michigan
– -$34M -230,322 Closed
TIAM2
1665
Tru Independence Asset Management 2
Oregon
– -$16.4M -110,681 Closed
Susquehanna International Group
1666
Susquehanna International Group
Pennsylvania
– -$15M -106,024 Closed
GCM
1667
Graham Capital Management
Connecticut
– -$10.3M -70,000 Closed
BOC
1668
Bull Oak Capital
California
– -$8.52M -57,658 Closed
PWS
1669
Paragon Wealth Strategies
Florida
– -$8.28M -56,003 Closed
MAC
1670
Mason & Associates (California)
California
– -$7.66M -51,840 Closed
WA
1671
WESPAC Advisors
California
– -$2.22M -15,001 Closed
FANJ
1672
Financial Architects (New Jersey)
New Jersey
– -$1.74M -11,794 Closed
ADL
1673
Asset Dedication LLC
California
– -$1.59M -10,802 Closed
MFA
1674
McClarren Financial Advisors
Pennsylvania
– -$1.23M -8,337 Closed
CWM
1675
Centric Wealth Management
Illinois
– -$1.05M -7,114 Closed