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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
1901
Whittier Trust
California
$312K +$31.7K +182 +11%
MWA
1902
Motive Wealth Advisors
Michigan
$312K -$4.01K -23 -1%
CIG
1903
Cascade Investment Group
Colorado
$312K
EFP
1904
Elser Financial Planning
Indiana
$309K +$312K +1,788 New
DWA
1905
Delap Wealth Advisory
Oregon
$308K -$3.66K -21 -1%
WTC
1906
WhitTier Trust Company
Nevada
$308K -$21.4K -123 -6%
CPCP
1907
Cedar Point Capital Partners
Iowa
$307K +$6.97K +40 +2%
OWM
1908
OneAscent Wealth Management
Alabama
$306K -$87.2K -500 -22%
WIM
1909
WealthPlan Investment Management
Nebraska
$306K +$1.74K +10 +0.6%
SWM
1910
Silverlake Wealth Management
Vermont
$305K +$10.1K +58 +3%
SSC
1911
Syverson Strege & Co
Iowa
$305K +$54.6K +313 +22%
NPI
1912
New Perspectives Inc
Mississippi
$304K
CA
1913
Carson Advisory
Georgia
$304K -$43.2K -248 -12%
HWA
1914
Hilltop Wealth Advisors
North Carolina
$304K +$5.23K +30 +2%
TWP
1915
Tyche Wealth Partners
Texas
$303K +$53K +304 +21%
SIC
1916
Sterling Investment Counsel
New York
$302K +$305K +1,749 New
CISOA
1917
Capital Investment Services of America
Wisconsin
$302K +$5.75K +33 +2%
CWM
1918
Collaborative Wealth Management
Florida
$301K -$12.2K -70 -4%
AWP
1919
Accretive Wealth Partners
New Jersey
$300K
BWCS
1920
Beirne Wealth Consulting Services
Connecticut
$300K
JFA
1921
JNBA Financial Advisors
Minnesota
$299K -$59.1K -339 -16%
CGFA
1922
Colton Groome Financial Advisors
North Carolina
$299K -$54.6K -313 -15%
PWS
1923
Peterson Wealth Services
Utah
$299K -$2.25M -12,874 -88%
CWM
1924
Centurion Wealth Management
Virginia
$298K
TP
1925
Tranquility Partners
Tennessee
$298K +$3.49K +20 +1%