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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
1701
Coordinated Financial Services
Colorado
$512K +$5.57K +33 +1%
LEFP
1702
Leading Edge Financial Planning
Tennessee
$512K -$39.9K -236 -8%
PSP
1703
Principal Street Partners
Tennessee
$509K +$1.44M +8,503 New
AAS
1704
Asset Allocation Strategies
Michigan
$505K -$349K -2,068 -42%
CA
1705
Cambridge Advisors
Nebraska
$504K
MWA
1706
Meridian Wealth Advisors
Texas
$502K
MPM
1707
Meritage Portfolio Management
Kansas
$501K -$2.03K -12 -0.4%
PAMG
1708
Patton Albertson Miller Group
Tennessee
$501K
AIM
1709
Archer Investment Management
Texas
$500K -$31.4K -186 -6%
AWM
1710
Abound Wealth Management
Tennessee
$500K +$105K +620 +28%
GC
1711
GatePass Capital
Ohio
$499K +$86K +509 +22%
BI
1712
Ballast Inc
Kentucky
$497K
DA
1713
Dover Advisors
Virginia
$496K
4FG
1714
4Thought Financial Group
New York
$496K -$1.02M -6,047 -68%
EWM
1715
Evercore Wealth Management
New York
$495K -$38K -225 -7%
HFA
1716
Highland Financial Advisors
New Jersey
$495K -$12.3K -73 -3%
BBPWM
1717
Blue Bell Private Wealth Management
Pennsylvania
$495K +$15.7K +93 +3%
GS
1718
GTS Securities
Florida
$493K +$471K +2,790 New
GL
1719
Graypoint LLC
New York
$492K +$9.63K +57 +2%
BCMLT
1720
Beacon Capital Management LLC (Tennessee)
Tennessee
$490K -$404K -2,393 -46%
NCM
1721
Next Capital Management
New York
$489K +$42.9K +254 +10%
WFA
1722
West Financial Advisors
Iowa
$489K +$198K +1,172 +74%
MIM
1723
Moseley Investment Management
Florida
$488K -$4.39K -26 -0.9%
BFS
1724
Bradley Foster & Sargent
Connecticut
$487K +$51.7K +306 +12%
SS
1725
Sunbelt Securities
Texas
$484K +$70.1K +415 +17%