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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ARC
1926
Advisor Resource Council
Texas
$298K -$118K -676 -22%
IIA
1927
Integral Investment Advisors
California
$297K +$28.6K +164 +11%
WWA
1928
Wisconsin Wealth Advisors
Wisconsin
$296K +$56.7K +325 +23%
AAG
1929
Armstrong Advisory Group
Massachusetts
$296K
KW
1930
KWB Wealth
California
$296K +$523 +3 +0.2%
EFG
1931
Ethos Financial Group
Pennsylvania
$295K +$298K +1,708 New
PCA
1932
Peddock Capital Advisors
Massachusetts
$294K
AFAS
1933
Acorn Financial Advisory Services
Virginia
$292K -$51.6K -296 -15%
JCIA
1934
Jackson Creek Investment Advisors
Colorado
$292K +$4.01K +23 +1%
BWP
1935
Baldwin Wealth Partners
Massachusetts
$292K
FDCP
1936
Foster Dykema Cabot & Partners
Massachusetts
$292K
GAA
1937
Global Assets Advisory
Florida
$291K +$312K +1,792 New
RMCM
1938
Reynders McVeigh Capital Management
Massachusetts
$291K
JFG
1939
Jefferies Financial Group
New York
$291K -$3.06M -17,570 -91%
HDIM
1940
Hanson & Doremus Investment Management
Vermont
$290K -$7.85K -45 -3%
LFS
1941
Legacy Financial Strategies
Kansas
$289K +$23.7K +136 +9%
SWM
1942
SK Wealth Management
Rhode Island
$288K +$34.9K +200 +12%
APW
1943
Axim Planning & Wealth
Ohio
$287K +$10.5K +60 +4%
PBO
1944
Peoples Bank (Ohio)
Ohio
$286K +$9.42K +54 +3%
WWWM
1945
White Wing Wealth Management
Texas
$286K +$38.5K +221 +14%
RWM
1946
Revisor Wealth Management
Ohio
$286K +$288K +1,654 New
PWS
1947
Proactive Wealth Strategies
Georgia
$285K +$19.2K +110 +7%
PWP
1948
Prasad Wealth Partners
Ohio
$284K +$1.22K +7 +0.4%
BF
1949
Brooklyn FI
New York
$284K -$5.93K -34 -2%
TNA
1950
True North Advisors
Texas
$283K +$30K +172 +12%