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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1801
FWL Investment Management
Texas
$422K -$50.7K -300 -11%
IIC
1802
Ironwood Investment Counsel
Arizona
$421K -$77.4K -458 -16%
FCM
1803
Fortis Capital Management
Washington
$419K – – –
RIA
1804
Realta Investment Advisors
Delaware
$418K +$162K +960 +68%
LWA
1805
Lantern Wealth Advisors
New York
$417K +$44.9K +266 New
AWM
1806
Austin Wealth Management
Texas
$415K -$1.35K -8 -0.3%
GPW
1807
Genesis Private Wealth
Virginia
$414K +$1.69K +10 +0.4%
SWA
1808
SFMG Wealth Advisors
Texas
$414K +$72.8K +431 +23%
NW
1809
Naviter Wealth
Arkansas
$410K – – –
C1AG
1810
Client 1st Advisory Group
Florida
$410K – – –
First Citizens Bank & Trust
1811
First Citizens Bank & Trust
North Carolina
$410K +$25K +148 +7%
CFG
1812
Cornerstone Financial Group
Nebraska
$409K – – –
ASBI
1813
American State Bank (Iowa)
Iowa
$408K +$181K +1,073 +87%
SW
1814
Solidarity Wealth
Utah
$407K – – –
TWP
1815
Triad Wealth Partners
Kansas
$407K +$389K +2,303 New
OC
1816
Oakworth Capital
Alabama
$404K – – –
SIMG
1817
Sonora Investment Management Group
Arizona
$403K +$167K +988 +76%
SFG
1818
Synergy Financial Group
California
$402K -$5.57K -33 -1%
FCIM
1819
Fairview Capital Investment Management
California
$402K – – –
IWP
1820
Innova Wealth Partners
Pennsylvania
$401K – – –
PIA
1821
Panoramic Investment Advisors
Colorado
$400K +$382K +2,262 New
HWM
1822
Horizon Wealth Management
Illinois
$399K -$5.24K -31 -1%
CF
1823
Convergence Financial
Missouri
$399K +$27.5K +163 +8%
SC
1824
Schoolcraft Capital
Colorado
$397K -$4.39K -26 -1%
TWG
1825
The Wealth Group
Minnesota
$397K -$3.38K -20 -0.9%