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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CICC
1726
Capital Investment Counsel (Colorado)
Colorado
$848K -$189K -903 -19%
SIM
1727
Stratos Investment Management
Ohio
$845K -$556K -2,661 -41%
HIW
1728
Holos Integrated Wealth
Pennsylvania
$844K – – –
CAM
1729
Capital Asset Management
Colorado
$840K -$206K -985 -20%
HCWM
1730
Hidden Cove Wealth Management
Washington
$839K +$835 +4 +0.1%
OWA
1731
One Wealth Advisors
California
$839K – – –
CRA
1732
Clear Retirement Advice
California
$839K -$626 -3 -0.1%
RWA
1733
River Wealth Advisors
Pennsylvania
$837K -$163K -780 -17%
CCM
1734
Compass Capital Management
Minnesota
$835K -$471K -2,256 -37%
LWP
1735
LMG Wealth Partners
Louisiana
$835K +$3.13K +15 +0.4%
LCWP
1736
Legacy Capital Wealth Partners
Arkansas
$834K -$958K -4,587 -55%
EP
1737
E6 Portfolios
Utah
$832K +$190K +911 +31%
TP
1738
Tranquility Partners
Tennessee
$830K -$150K -717 -16%
HPIA
1739
Hamilton Point Investment Advisors
North Carolina
$822K – – –
KCPG
1740
Kavar Capital Partners Group
Kansas
$822K +$209 +1 +0%
FNWM
1741
Financial Network Wealth Management
Utah
$819K +$6.47K +31 +0.8%
TCBWMS
1742
Texas Capital Bank Wealth Management Services
Texas
$815K -$2.3K -11 -0.3%
HFS
1743
Hantz Financial Services
Michigan
$811K -$118K -565 -13%
TRIA
1744
Trail Ridge Investment Advisors
Colorado
$811K +$43K +206 +6%
TP
1745
Thayer Partners
Pennsylvania
$810K +$2.51K +12 +0.3%
LPP
1746
Life Planning Partners
Florida
$809K -$2.71K -13 -0.3%
DWM
1747
DecisionMap Wealth Management
Virginia
$807K -$2.92K -14 -0.4%
AAS
1748
Annex Advisory Services
Wisconsin
$800K +$164K +784 +27%
JFG
1749
Jefferies Financial Group
New York
$799K -$6.68K -32 -0.9%
FCG
1750
Fielder Capital Group
Tennessee
$799K – – –