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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IIC
1751
Ironwood Investment Counsel
Arizona
$424K +$351 +2 +0.1%
SWA
1752
SFMG Wealth Advisors
Texas
$424K +$4.74K +27 +1%
PJWM
1753
Philip James Wealth Mangement
Georgia
$423K +$1.93K +11 +0.4%
DPW
1754
DiNuzzo Private Wealth
Pennsylvania
$420K +$702 +4 +0.2%
GS
1755
GWN Securities
Florida
$420K +$417K +2,377 New
CAM
1756
Cidel Asset Management
Ontario, Canada
$419K
ORC
1757
O'Rourke & Company
Massachusetts
$419K +$1.23K +7 +0.3%
ICMM
1758
Integrated Capital Management (Michigan)
Michigan
$418K -$14.4K -82 -3%
CIS
1759
Continental Investors Services
Washington
$415K -$34.2K -195 -7%
B
1760
BetterWealth
California
$415K
TNB
1761
Thomasville National Bank
Georgia
$414K +$43.9K +250 +11%
LW
1762
Libra Wealth
California
$413K
LWA
1763
Lantern Wealth Advisors
New York
$413K +$42.8K +244 New
PWMAG
1764
Pinnacle Wealth Management Advisory Group
New Jersey
$411K +$157K +897 +59%
MC
1765
Mathes Company
New York
$409K
AO
1766
Advisor OS
Illinois
$407K +$174K +991 +70%
MW
1767
Members Wealth
Pennsylvania
$406K +$404K +2,300 New
CFG
1768
Carr Financial Group
Massachusetts
$405K +$1.23K +7 +0.3%
JWCA
1769
J.W. Coons Advisors
Ohio
$404K +$17.9K +102 +4%
QFPS
1770
Quantum Financial Planning Services
Washington
$403K +$418K +2,382 New
SWM
1771
Sterling Wealth Management
Illinois
$401K -$526 -3 -0.1%
GPW
1772
Genesis Private Wealth
Virginia
$401K +$416K +2,368 New
CFP
1773
Catalyst Financial Partners
Massachusetts
$401K +$157K +894 +61%
OC
1774
Oakworth Capital
Alabama
$399K
CMMS
1775
Comprehensive Money Management Services
Florida
$399K +$413K +2,355 New