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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
1651
Total Clarity Wealth Management
Illinois
$569K -$67.1K -397 -11%
YWM
1652
Yoder Wealth Management
California
$569K
TCM
1653
Towercrest Capital Management
Pennsylvania
$567K
MIC
1654
Means Investment Company
Maine
$565K +$14K +83 +3%
GA
1655
GSG Advisors
New Jersey
$564K
BPAMU
1656
BTG Pactual Asset Management US
New York
$563K +$507 +3 +0.1%
SWM
1657
SpringVest Wealth Management
Texas
$562K
SO
1658
Sierra Ocean
California
$562K
MAMG
1659
Milestone Asset Management Group
Connecticut
$558K +$53.2K +315 +11%
CAAM
1660
Cornerstone Advisors Asset Management
Pennsylvania
$558K -$1.04M -6,177 -66%
PFSC
1661
Peoples Financial Services Corp
Pennsylvania
$556K
FCFC
1662
First Commonwealth Financial Corp
Pennsylvania
$555K -$475K -2,810 -47%
PFM
1663
Potomac Fund Management
Florida
$554K -$6.42K -38 -1%
SFPG
1664
Stonebridge Financial Planning Group
Florida
$554K +$45.6K +270 +9%
BC
1665
Burney Company
Virginia
$554K -$156K -923 -23%
NP
1666
NorthRock Partners
Minnesota
$553K -$59.5K -352 -10%
EWA
1667
Encompass Wealth Advisors
Oregon
$551K
1L
1668
10Elms LLP
Oklahoma
$550K -$84.5K -500 -14%
BWMG
1669
Barnes Wealth Management Group
California
$549K -$19.1K -113 -4%
HBS
1670
Howard Bailey Securities
Indiana
$549K -$36.7K -217 -7%
ISWM
1671
Independent Solutions Wealth Management
New York
$549K -$38K -225 -7%
TC
1672
Trilogy Capital
California
$546K -$19.3K -114 -4%
CIA
1673
Cladis Investment Advisory
Montana
$546K +$184K +1,088 +54%
Legacy Financial Group (Iowa)
1674
Legacy Financial Group (Iowa)
Iowa
$545K
PFG
1675
Putney Financial Group
California
$543K -$12.7K -75 -2%