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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1801
Baldwin Wealth Partners
Massachusetts
$736K – – –
CPA
1802
Cathy Pareto & Associates
Florida
$735K +$51.2K +245 +8%
TFG
1803
Tilson Financial Group
New Jersey
$734K -$5.64K -27 -0.8%
RA
1804
Rockingstone Advisors
Massachusetts
$733K +$23K +110 +3%
BFS
1805
Bradley Foster & Sargent
Connecticut
$733K +$21.1K +101 +3%
FA
1806
Fiducient Advisors
Illinois
$733K +$3.34K +16 +0.5%
BCA
1807
Bay Colony Advisors
Massachusetts
$732K -$95.8K -459 -12%
TA
1808
TrueWealth Advisors
Alabama
$731K +$12.1K +58 +2%
FB
1809
Fulton Bank
Pennsylvania
$731K +$150K +717 +27%
RWM
1810
Revisor Wealth Management
Ohio
$731K +$267K +1,279 +62%
CWA
1811
CogentBlue Wealth Advisors
Tennessee
$730K +$700K +3,351 New
VM
1812
VPR Management
Texas
$730K – – –
MFS
1813
Miller Financial Services
Michigan
$728K +$122K +586 +21%
FPF
1814
First Pacific Financial
Washington
$724K -$18.2K -87 -3%
Luther King Capital Management (LKCM)
1815
Luther King Capital Management (LKCM)
Texas
$723K – – –
EI
1816
EFG International
$722K -$6.06K -29 -0.9%
GEA
1817
Glen Eagle Advisors
New Jersey
$722K -$20.7K -99 -3%
IIL
1818
Insight Inv LLC
California
$721K -$79.6K -381 -10%
SIC
1819
Samalin Investment Counsel
New York
$721K -$14.8K -71 -2%
SFMG
1820
Sage Financial Management Group
Virginia
$720K – – –
AFG
1821
Altiora Financial Group
Ohio
$719K – – –
AWP
1822
Axis Wealth Partners
Rhode Island
$718K -$59.7K -286 -8%
JF
1823
JMN Financial
Ohio
$716K +$1.88K +9 +0.3%
CCWM
1824
Cassaday & Co Wealth Management
Virginia
$715K +$23K +110 +3%
RCA
1825
Ranch Capital Advisors
Florida
$715K -$40.9K -196 -6%