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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1826
Morton Capital Management
California
$260K
PWMG
1827
Private Wealth Management Group
New Jersey
$260K -$135K -806 -35%
FPGT
1828
Financial Partners Group (Tennessee)
Tennessee
$260K -$1.67K -10 -0.7%
KLCM
1829
KG&L Capital Management
Louisiana
$260K -$3.35K -20 -1%
GWP
1830
Gen-Wealth Partners
Michigan
$260K +$178K +1,062 +242%
WFP
1831
Wrenne Financial Planning
Kentucky
$259K +$15.9K +95 +7%
JA
1832
JVL Associates
Michigan
$259K +$33.2K +198 +15%
TCM
1833
Telos Capital Management
California
$258K -$13.4K -80 -5%
RMDI
1834
R.M. Davis Inc
Maine
$257K +$247K +1,473 New
CFP
1835
Catalyst Financial Partners
Massachusetts
$257K -$21.4K -128 -8%
ASI
1836
Advisory Services & Investments
Oregon
$256K
UOTTAIMCU
1837
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$256K
APW
1838
Aurora Private Wealth
New Jersey
$256K +$335 +2 +0.1%
SCA
1839
Sage Capital Advisors
South Dakota
$255K -$26.8K -160 -10%
AA
1840
Apriem Advisors
California
$255K -$82.9K -495 -25%
TWP
1841
Tyche Wealth Partners
Texas
$253K -$5.02K -30 -2%
TC
1842
Truvestments Capital
Florida
$253K -$2.18K -13 -0.9%
SSC
1843
Syverson Strege & Co
Iowa
$253K +$1.34K +8 +0.6%
LF
1844
Lantz Financial
Illinois
$253K
SFG
1845
SNS Financial Group
Minnesota
$252K +$242K +1,444 New
NCM
1846
Novare Capital Management
North Carolina
$251K
WWP
1847
WR Wealth Planners
Missouri
$251K -$3.85K -23 -2%
FNT
1848
First Nebraska Trust
Nebraska
$250K
1IA
1849
1834 Investment Advisors
Wisconsin
$250K +$240K +1,433 New
ACP
1850
Aviance Capital Partners
Florida
$248K