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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1851
Westside Investment Management
California
$577K +$357K +1,784 +155%
CFO
1852
Colony Family Offices
North Carolina
$576K
HAS
1853
Holland Advisory Services
Florida
$576K -$18.2K -91 -3%
BCMLT
1854
Beacon Capital Management LLC (Tennessee)
Tennessee
$574K -$15K -75 -3%
C
1855
Certuity
Florida
$574K -$123K -614 -17%
FGAM
1856
Financial Gravity Asset Management
Texas
$573K +$400 +2 +0.1%
AAS
1857
Asset Allocation Strategies
Michigan
$572K +$20.8K +104 +4%
CA
1858
Claro Advisors
Massachusetts
$570K +$286K +1,428 +96%
EP
1859
E6 Portfolios
Utah
$570K +$63.9K +319 +12%
ST
1860
Spinnaker Trust
Maine
$570K
National Bank of Canada
1861
National Bank of Canada
Quebec, Canada
$570K +$118K +591 +26%
MWP
1862
Madison Wealth Partners
Wisconsin
$570K +$14.6K +73 +3%
PPC
1863
Pennington Partners & Co
Maryland
$569K +$130K +651 +29%
AF
1864
ASL Financial
California
$567K
AAS
1865
Annex Advisory Services
Wisconsin
$566K -$7.61K -38 -1%
PPG
1866
Peak Planning Group
Colorado
$566K -$38K -190 -6%
SGCM
1867
Sanchez Gaunt Capital Management
Nevada
$565K +$577K +2,882 New
TWA
1868
Talisman Wealth Advisors
New Jersey
$565K -$397K -1,981 -41%
FG
1869
Fiduciary Group
Georgia
$564K -$4.41K -22 -0.8%
SP
1870
Sequent Planning
Nebraska
$563K +$105K +523 +22%
AGWCA
1871
Annis Gardner Whiting Capital Advisors
Florida
$563K -$7.01K -35 -1%
CA
1872
Cambridge Advisors
Nebraska
$559K
MWA
1873
Meridian Wealth Advisors
Texas
$558K
BCP
1874
Blue Chip Partners
Michigan
$557K +$26.6K +133 +5%
PAMG
1875
Patton Albertson Miller Group
Tennessee
$556K