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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1726
WESPAC Advisors
California
$270K -$503K -3,261 -66%
EWM
1727
EPG Wealth Management
Georgia
$270K +$4.32K +28 +2%
BSWA
1728
Bromfield Sneider Wealth Advisors
Massachusetts
$269K
GWA
1729
Geometric Wealth Advisors
District of Columbia
$269K +$12.3K +80 +5%
AHC
1730
Anderson Hoagland & Co
Missouri
$267K +$259K +1,681 New
BWA
1731
Bordeaux Wealth Advisors
California
$266K -$86.2K -559 -25%
RA
1732
Rockingstone Advisors
Massachusetts
$266K
MIM
1733
MTM Investment Management
South Carolina
$266K +$130K +844 +107%
SDWMA
1734
Schneider Downs Wealth Management Advisors
Pennsylvania
$265K +$251K +1,626 New
SCA
1735
Sage Capital Advisors
South Dakota
$264K -$20.3K -132 -8%
UL
1736
Unionview LLC
Washington
$264K +$250K +1,621 New
RGF
1737
Retirement Guys Formula
Ohio
$264K +$250K +1,620 New
WT
1738
Whittier Trust
California
$264K +$617 +4 +0.2%
WWP
1739
WR Wealth Planners
Missouri
$262K -$3.08K -20 -1%
OWM
1740
OneAscent Wealth Management
Alabama
$261K +$248K +1,606 New
JWM
1741
JPL Wealth Management
Colorado
$261K -$15.9K -103 -6%
AQR Capital Management
1742
AQR Capital Management
Connecticut
$261K -$190K -1,233 -44%
SRSA
1743
S.R. Schill & Associates
Washington
$261K -$7.4K -48 -3%
HA
1744
Harfst & Associates
Wyoming
$261K
RBC
1745
Romano Brothers & Co
Illinois
$260K
HCM
1746
Highlander Capital Management
New Jersey
$259K -$18.5K -120 -7%
SIC
1747
Shoker Investment Counsel
Ohio
$259K +$462 +3 +0.2%
RPCONE
1748
Retirement Planning Company of New England
Rhode Island
$259K +$154 +1 +0.1%
AFAS
1749
Acorn Financial Advisory Services
Virginia
$258K -$1.8M -11,708 -88%
PIM
1750
Pullen Investment Management
Florida
$258K +$244K +1,583 New