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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BZWA
1901
Blue Zone Wealth Advisors
California
$614K – – –
BI
1902
Ballast Inc
Kentucky
$613K – – –
EP
1903
Essential Partners
California
$613K +$1.04K +5 +0.2%
CWMP
1904
Clarion Wealth Managment Partners
Virginia
$612K -$79.6K -381 -12%
HAS
1905
Holland Advisory Services
Florida
$612K -$26.5K -127 -4%
JWM
1906
JHP Wealth Management
Colorado
$611K +$2.71K +13 +0.5%
RCM
1907
Raleigh Capital Management
North Carolina
$610K -$31.1K -149 -5%
BIA
1908
Biondo Investment Advisors
Pennsylvania
$609K +$583K +2,793 New
TWP
1909
Tyche Wealth Partners
Texas
$608K +$20K +96 +4%
PIA
1910
Polaris Investment Advisors
Massachusetts
$606K – – –
EWM
1911
Evercore Wealth Management
New York
$604K – – –
AIC
1912
Archer Investment Corporation
Indiana
$604K +$9.4K +45 +2%
SFG
1913
Synergy Financial Group
California
$602K – – –
HFA
1914
Highland Financial Advisors
New Jersey
$600K +$27.1K +130 +5%
HIGP
1915
Hill Investment Group Partners
Missouri
$599K +$574K +2,750 New
CNBT
1916
Canandaigua National Bank & Trust
New York
$598K +$573K +2,744 New
PWA
1917
PCG Wealth Advisors
Kansas
$596K +$30.9K +148 +6%
SLWA
1918
San Luis Wealth Advisors
California
$596K -$50.3K -241 -8%
NA
1919
Nestegg Advisors
New York
$596K +$65.2K +312 +13%
WFA
1920
West Financial Advisors
Iowa
$595K +$10.2K +49 +2%
PAMG
1921
Patton Albertson Miller Group
Tennessee
$595K -$21.5K -103 -4%
TCWM
1922
Total Clarity Wealth Management
Illinois
$595K -$21.3K -102 -4%
NW
1923
Naviter Wealth
Arkansas
$593K +$568K +2,719 New
MA
1924
MKT Advisors
California
$592K +$42.2K +202 +8%
GWS
1925
Glassman Wealth Services
Virginia
$591K +$5.22K +25 +0.9%