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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1651
SpringVest Wealth Management
Texas
$547K +$193K +1,106 +54%
PFG
1652
Putney Financial Group
California
$544K -$42.7K -245 -7%
PFSC
1653
Peoples Financial Services Corp
Pennsylvania
$543K
GCM
1654
Garland Capital Management
Washington
$542K +$1.74K +10 +0.3%
LEFP
1655
Leading Edge Financial Planning
Tennessee
$541K +$16.2K +93 +3%
ACG
1656
Allen Capital Group
Nebraska
$539K -$523 -3 -0.1%
EWA
1657
Encompass Wealth Advisors
Oregon
$539K
MIC
1658
Means Investment Company
Maine
$538K -$22.1K -127 -4%
SIS
1659
Sound Income Strategies
Florida
$537K +$149K +853 +38%
MA
1660
MJP Associates
Connecticut
$536K +$191K +1,096 +55%
PSP
1661
Pacific Sage Partners
Washington
$535K +$15.3K +88 +3%
Legacy Financial Group (Iowa)
1662
Legacy Financial Group (Iowa)
Iowa
$532K +$11.5K +66 +2%
HC
1663
Henshaw Capital
Massachusetts
$531K
BWM
1664
Baron Wealth Management
Michigan
$531K +$3.14K +18 +0.6%
TW
1665
Transform Wealth
Colorado
$530K +$6.97K +40 +1%
FGAM
1666
Financial Gravity Asset Management
Texas
$528K +$533K +3,054 New
PCP
1667
Proficio Capital Partners
Massachusetts
$528K -$102K -585 -16%
JWS
1668
Juncture Wealth Strategies
Arizona
$527K +$8.37K +48 +2%
CWA
1669
CM Wealth Advisors
Ohio
$527K
GA
1670
GSG Advisors
New Jersey
$523K +$3.31K +19 +0.6%
EWM
1671
Evercore Wealth Management
New York
$523K
AIM
1672
Archer Investment Management
Texas
$520K +$525K +3,013 New
HFS
1673
Heritage Financial Services
Massachusetts
$520K -$48.8K -280 -9%
TCM
1674
Towneley Capital Management
California
$520K -$41.7K -239 -7%
HAS
1675
Holland Advisory Services
Florida
$520K +$2.96K +17 +0.6%