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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1751
Laidlaw Wealth Management
New York
$297K -$33.7K -201 -11%
CPCP
1752
Cedar Point Capital Partners
Iowa
$297K -$12.1K -72 -4%
GWSA
1753
Global Wealth Strategies & Associates
Colorado
$296K +$21.3K +127 +8%
BWP
1754
Baldwin Wealth Partners
Massachusetts
$295K -$9.54K -57 -3%
RMCM
1755
Reynders McVeigh Capital Management
Massachusetts
$295K -$4.19K -25 -1%
HCM
1756
HMS Capital Management
Tennessee
$293K
FOA
1757
Five Oceans Advisors
California
$293K -$30.6K -183 -10%
AHC
1758
Anderson Hoagland & Co
Missouri
$292K
SWP
1759
Semus Wealth Partners
Florida
$292K -$10K -60 -3%
DWP
1760
Destiny Wealth Partners
Florida
$292K +$2.85K +17 +1%
MWP
1761
Meridian Wealth Partners
Pennsylvania
$291K +$26.5K +158 +10%
JC
1762
Jentner Corp
Ohio
$290K
FMII
1763
Farmers & Merchants Investments Inc
Nebraska
$290K -$33.5K -200 -11%
SSWM
1764
Smith Salley Wealth Management
North Carolina
$289K +$277K +1,657 New
CF
1765
Convergence Financial
Missouri
$288K -$1.51K -9 -0.5%
BF
1766
Brooklyn FI
New York
$287K -$10.4K -62 -4%
AP
1767
Adero Partners
California
$286K +$274K +1,637 New
UL
1768
Unionview LLC
Washington
$285K +$2.01K +12 +0.7%
GM
1769
GeoWealth Management
Illinois
$285K -$56.9K -340 -17%
WT
1770
Whittier Trust
California
$284K +$1K +6 +0.4%
Vanguard Personalized Indexing Management
1771
Vanguard Personalized Indexing Management
California
$283K -$91.3K -545 -25%
PFG
1772
Peterson Financial Group
Iowa
$283K +$52.4K +313 +24%
CI
1773
Ceera Investments
Texas
$283K +$16.7K +100 +7%
SYBT
1774
Stock Yards Bank & Trust
Kentucky
$282K -$49.7K -297 -16%
AWM
1775
Abound Wealth Management
Tennessee
$282K +$7.03K +42 +3%