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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HC
1676
Henshaw Capital
Massachusetts
$543K
BWM
1677
Baron Wealth Management
Michigan
$543K
CWA
1678
CM Wealth Advisors
Ohio
$542K
CWM
1679
Cherrydale Wealth Management
New Jersey
$542K +$518K +3,064 New
GF
1680
Gries Financial
Ohio
$537K +$65.2K +386 +15%
HAS
1681
HBW Advisory Services
California
$537K -$59.1K -350 -10%
EP
1682
Essential Partners
California
$536K +$513K +3,035 New
EFP
1683
Elser Financial Planning
Indiana
$534K +$208K +1,234 +69%
AWP
1684
Axis Wealth Partners
Rhode Island
$533K -$128K -759 -20%
QP
1685
Quartz Partners
New York
$532K +$509K +3,012 New
HAS
1686
Holland Advisory Services
Florida
$532K
TIA
1687
Traphagen Investment Advisors
New Jersey
$530K -$169 -1 -0%
NRC
1688
New Republic Capital
North Carolina
$529K +$230K +1,360 +84%
SWM
1689
SilverOak Wealth Management
Minnesota
$529K -$169 -1 -0%
CI
1690
Cambiar Investors
Colorado
$528K -$2.67M -15,778 -84%
Harris Associates
1691
Harris Associates
Illinois
$527K -$527K -3,118 -51%
GAB
1692
German American Bancorp
Indiana
$527K
WWA
1693
Wisconsin Wealth Advisors
Wisconsin
$520K +$208K +1,229 +72%
SIS
1694
Sound Income Strategies
Florida
$520K -$27.9K -165 -5%
SWM
1695
Silverlake Wealth Management
Vermont
$518K +$197K +1,164 +66%
AWM
1696
Aprio Wealth Management
Georgia
$518K +$2.7K +16 +0.5%
WDG
1697
Wealth Dimensions Group
Ohio
$516K +$26K +154 +6%
FG
1698
Fiduciary Group
Georgia
$514K +$20.8K +123 +4%
JWS
1699
Juncture Wealth Strategies
Arizona
$514K -$24K -142 -5%
RWA
1700
Resolute Wealth Advisor
Ohio
$513K +$441K +2,613 New