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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1751
Physician Wealth Advisors
Utah
$257K +$16K +104 +7%
WWP
1752
Walden Wealth Partners
Ohio
$256K
GWSA
1753
Global Wealth Strategies & Associates
Colorado
$256K +$10.5K +68 +5%
WG
1754
Welch Group
Alabama
$255K +$242K +1,568 New
CSIA
1755
Charles Schwab Investment Advisory
California
$255K -$219K -1,418 -47%
NCM
1756
Novare Capital Management
North Carolina
$255K -$2.45M -15,900 -91%
GWANC
1757
Guardian Wealth Advisors (North Carolina)
North Carolina
$255K -$220K -1,425 -48%
Kayne Anderson Rudnick Investment Management
1758
Kayne Anderson Rudnick Investment Management
California
$253K +$8.17K +53 +4%
CI
1759
Cambiar Investors
Colorado
$253K -$591K -3,834 -71%
AIP
1760
Ameritas Investment Partners
Nebraska
$253K -$9.4K -61 -4%
DCM
1761
Dimension Capital Management
Florida
$253K
MSWM
1762
McGlone Suttner Wealth Management
Wisconsin
$251K
LLWM
1763
Life Line Wealth Management
California
$251K -$54.7K -355 -19%
N
1764
Natixis
France
$249K -$113K -732 -32%
PBO
1765
Peoples Bank (Ohio)
Ohio
$249K +$235K +1,526 New
SCA
1766
Stuart Chaussee & Associates
California
$249K +$215K +1,396 +1,074%
MWA
1767
Mills Wealth Advisors
Texas
$248K +$12.8K +83 +6%
SAM
1768
Satovsky Asset Management
New York
$248K -$9.1K -59 -4%
IP
1769
Ignite Planners
California
$248K -$2.16K -14 -0.9%
RLIM
1770
Red Lighthouse Investment Management
New York
$248K
CI
1771
Ceera Investments
Texas
$248K
EWA
1772
Encompass Wealth Advisors
Oregon
$248K
GFS
1773
GYL Financial Synergies
Connecticut
$246K -$1.54K -10 -0.7%
FPGT
1774
Financial Partners Group (Tennessee)
Tennessee
$244K +$231K +1,500 New
PWA
1775
PCG Wealth Advisors
Kansas
$244K +$13.3K +86 +6%