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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WhitTier Trust Company
1701
WhitTier Trust Company
Nevada
$285K – – –
BFWA
1702
Benchmark Financial Wealth Advisors
Florida
$284K – – –
CPCP
1703
Cedar Point Capital Partners
Iowa
$284K +$8.79K +55 +3%
WLG
1704
Williamson Legacy Group
Indiana
$283K +$282K +1,767 New
KWB Wealth
1705
KWB Wealth
California
$283K – – –
NPI
1706
New Perspectives Inc
Mississippi
$282K – – –
SWM
1707
Silverlake Wealth Management
Vermont
$282K – – –
SIC
1708
Sterling Investment Counsel
New York
$281K – – –
Cooper Financial Group
1709
Cooper Financial Group
California
$281K -$5.75K -36 -2%
BWCS
1710
Beirne Wealth Consulting Services
Connecticut
$280K – – –
Fidelis Capital Partners
1711
Fidelis Capital Partners
Florida
$280K -$9.43K -59 -3%
Baldwin Wealth Partners
1712
Baldwin Wealth Partners
Massachusetts
$280K -$34K -213 -11%
TFF
1713
The Family Firm
Maryland
$280K +$279K +1,743 New
Trifecta Capital Advisors
1714
Trifecta Capital Advisors
Illinois
$279K – – –
Physician Wealth Advisors
1715
Physician Wealth Advisors
Utah
$279K +$1.12K +7 +0.4%
Hanson & Doremus Investment Management
1716
Hanson & Doremus Investment Management
Vermont
$279K – – –
Harbor Group
1717
Harbor Group
New Hampshire
$279K +$2.88K +18 +1%
SWP
1718
Semus Wealth Partners
Florida
$278K -$15K -94 -5%
Graves Light Lenhart Wealth
1719
Graves Light Lenhart Wealth
Virginia
$277K -$14.1K -88 -5%
HPC
1720
Hobart Private Capital
North Carolina
$277K +$276K +1,727 New
SWM
1721
Seed Wealth Management
Illinois
$277K – – –
EWA
1722
Encompass Wealth Advisors
Oregon
$276K +$32.4K +203 +13%
Capital Investment Services of America
1723
Capital Investment Services of America
Wisconsin
$275K -$25.6K -160 -9%
Reynders McVeigh Capital Management
1724
Reynders McVeigh Capital Management
Massachusetts
$275K -$26.2K -164 -9%
BF
1725
Brooklyn FI
New York
$274K +$5.27K +33 +2%