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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CD
1876
Chapin Davis
Maryland
$356K
FFW
1877
Fusion Family Wealth
New York
$355K -$89K -527 -21%
Capital World Investors
1878
Capital World Investors
California
$354K -$440K -2,604 -56%
IWP
1879
IAG Wealth Partners
Wisconsin
$354K
HP
1880
Haven Private
Florida
$353K -$47.3K -280 -12%
RWP
1881
Revolve Wealth Partners
New Jersey
$353K -$845 -5 -0.2%
RPCONE
1882
Retirement Planning Company of New England
Rhode Island
$353K +$12.8K +76 +4%
PA
1883
PSI Advisors
Florida
$352K +$75.2K +445 +29%
BCM
1884
Bayesian Capital Management
New York
$351K +$335K +1,984 New
SAM
1885
S.A. Mason
Michigan
$350K -$16.9K -100 -5%
RWM
1886
Raffa Wealth Management
District of Columbia
$349K
HP
1887
HT Partners
Connecticut
$348K
MFS
1888
McNamara Financial Services
Massachusetts
$346K -$4.22K -25 -1%
MMCM
1889
Murphy & Mullick Capital Management
New York
$346K
FIBT
1890
First International Bank & Trust
North Dakota
$345K -$17.7K -105 -5%
VCM
1891
Versant Capital Management
Arizona
$345K +$23.6K +140 +8%
TWA
1892
Trace Wealth Advisors
California
$345K
MWM
1893
Marion Wealth Management
Pennsylvania
$344K
CC
1894
Cultivar Capital
Texas
$344K
OC
1895
Optima Capital
Oregon
$343K -$60K -355 -16%
AF
1896
Atala Financial
California
$342K +$327K +1,934 New
MFS
1897
Miller Financial Services
Michigan
$341K -$23.3K -138 -7%
EFP
1898
EnRich Financial Partners
Wisconsin
$340K -$9.12K -54 -3%
SP
1899
Stablepoint Partners
Massachusetts
$340K +$107K +631 +49%
BCM
1900
Boreal Capital Management
Florida
$339K +$323K +1,910 New