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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
1801
Rockingstone Advisors
Massachusetts
$639K +$21.4K +107 +3%
AWM
1802
Accurate Wealth Management
Florida
$638K -$1.21M -6,026 -66%
IF
1803
IRON Financial
Illinois
$634K
UWPG
1804
Ullmann Wealth Partners Group
Florida
$633K
YWM
1805
Yoder Wealth Management
California
$631K
KFA
1806
Kapstone Financial Advisors
Ohio
$629K +$642K +3,208 New
TCM
1807
Towercrest Capital Management
Pennsylvania
$629K +$4K +20 +0.6%
Mackenzie Financial
1808
Mackenzie Financial
Ontario, Canada
$628K -$9.2M -45,965 -93%
CWMP
1809
Clarion Wealth Managment Partners
Virginia
$626K +$30.6K +153 +5%
MAMG
1810
Milestone Asset Management Group
Connecticut
$626K +$3.2K +16 +0.5%
Kayne Anderson Rudnick Investment Management
1811
Kayne Anderson Rudnick Investment Management
California
$626K +$23.8K +119 +4%
SFPG
1812
Stonebridge Financial Planning Group
Florida
$624K +$49.1K +245 +8%
CCWM
1813
Cassaday & Co Wealth Management
Virginia
$622K +$33.8K +169 +6%
BMWS
1814
Brady Martz Wealth Solutions
North Dakota
$622K +$81.1K +405 +15%
LIA
1815
Lynx Investment Advisory
District of Columbia
$618K +$326K +1,626 +107%
PA
1816
PW Advisors
Florida
$616K -$42.6K -213 -6%
CPA
1817
Cathy Pareto & Associates
Florida
$613K -$1.2K -6 -0.2%
PFSC
1818
Peoples Financial Services Corp
Pennsylvania
$612K -$5.41K -27 -0.9%
WFPG
1819
Waller Financial Planning Group
Ohio
$608K +$166K +829 +36%
PFG
1820
Putney Financial Group
California
$608K +$36K +180 +6%
NAG
1821
Northstar Advisory Group
New Jersey
$607K -$16.4K -82 -3%
BFG
1822
Bouchey Financial Group
New York
$604K -$213K -1,063 -26%
OFW
1823
Omnia Family Wealth
Florida
$604K +$84.9K +424 +16%
HC
1824
Henshaw Capital
Massachusetts
$603K
MCP
1825
Mirador Capital Partners
California
$601K +$26.2K +131 +4%