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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
1876
Total Clarity Wealth Management
Illinois
$555K -$11.6K -58 -2%
EI
1877
Ethic Inc
New York
$553K +$564K +2,819 New
CIS
1878
Continental Investors Services
Washington
$553K +$200 +1 +0%
BZWA
1879
Blue Zone Wealth Advisors
California
$553K
BI
1880
Ballast Inc
Kentucky
$552K -$14K -70 -2%
EP
1881
Essential Partners
California
$550K -$7.01K -35 -1%
Kovitz Investment Group Partners
1882
Kovitz Investment Group Partners
Illinois
$550K +$165K +822 +41%
SA
1883
SPWM Advisors
Michigan
$550K +$151K +755 +40%
Massachusetts Financial Services
1884
Massachusetts Financial Services
Massachusetts
$549K -$909K -4,538 -62%
JWM
1885
JHP Wealth Management
Colorado
$547K -$17.8K -89 -3%
BC
1886
Burney Company
Virginia
$547K +$20.2K +101 +4%
TIA
1887
Traphagen Investment Advisors
New Jersey
$545K +$23.6K +118 +4%
PIA
1888
Polaris Investment Advisors
Massachusetts
$545K
EWM
1889
Evercore Wealth Management
New York
$544K
MSWM
1890
McGlone Suttner Wealth Management
Wisconsin
$544K
SFG
1891
Synergy Financial Group
California
$542K +$56.1K +280 +11%
GPW
1892
Genesis Private Wealth
Virginia
$541K +$12.8K +64 +2%
MFS
1893
Miller Financial Services
Michigan
$541K +$167K +836 +44%
DM
1894
Diversified Management
Wisconsin
$541K +$552K +2,755 New
NCM
1895
NCM Capital Management
New Jersey
$540K
PFM
1896
Potomac Fund Management
Florida
$537K -$40K -200 -7%
FCFC
1897
First Commonwealth Financial Corp
Pennsylvania
$537K -$21.6K -108 -4%
MPWT
1898
MassMutual Private Wealth & Trust
Connecticut
$536K +$70.9K +354 +15%
AIC
1899
Archer Investment Corporation
Indiana
$535K -$35K -175 -6%
IC
1900
Iconiq Capital
California
$535K