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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Legacy Financial Group (Iowa)
1676
Legacy Financial Group (Iowa)
Iowa
$545K – – –
PFG
1677
Putney Financial Group
California
$543K -$12.7K -75 -2%
HC
1678
Henshaw Capital
Massachusetts
$543K – – –
BWM
1679
Baron Wealth Management
Michigan
$543K – – –
CWA
1680
CM Wealth Advisors
Ohio
$542K – – –
CWM
1681
Cherrydale Wealth Management
New Jersey
$542K +$518K +3,064 New
GF
1682
Gries Financial
Ohio
$537K +$65.2K +386 +15%
HAS
1683
HBW Advisory Services
California
$537K -$59.1K -350 -10%
EP
1684
Essential Partners
California
$536K +$513K +3,035 New
EFP
1685
Elser Financial Planning
Indiana
$534K +$208K +1,234 +69%
AWP
1686
Axis Wealth Partners
Rhode Island
$533K -$128K -759 -20%
QP
1687
Quartz Partners
New York
$532K +$509K +3,012 New
HAS
1688
Holland Advisory Services
Florida
$532K – – –
TIA
1689
Traphagen Investment Advisors
New Jersey
$530K -$169 -1 -0%
NRC
1690
New Republic Capital
North Carolina
$529K +$230K +1,360 +84%
SWM
1691
SilverOak Wealth Management
Minnesota
$529K -$169 -1 -0%
Cambiar Investors
1692
Cambiar Investors
Colorado
$528K -$2.67M -15,778 -84%
Harris Associates
1693
Harris Associates
Illinois
$527K -$527K -3,118 -51%
GAB
1694
German American Bancorp
Indiana
$527K – – –
WWA
1695
Wisconsin Wealth Advisors
Wisconsin
$520K +$208K +1,229 +72%
SIS
1696
Sound Income Strategies
Florida
$520K -$27.9K -165 -5%
SWM
1697
Silverlake Wealth Management
Vermont
$518K +$197K +1,164 +66%
AWM
1698
Aprio Wealth Management
Georgia
$518K +$2.7K +16 +0.5%
WDG
1699
Wealth Dimensions Group
Ohio
$516K +$26K +154 +6%
FG
1700
Fiduciary Group
Georgia
$514K +$20.8K +123 +4%