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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFWA
1926
FRG Family Wealth Advisors
Washington
$324K – – –
FIB
1927
First Interstate Bank
Montana
$324K +$103K +607 +49%
FHB
1928
First Hawaiian Bank
Hawaii
$324K +$310K +1,835 New
AGA
1929
Arkos Global Advisors
Texas
$324K -$38.3K -227 -11%
RP
1930
Rowlandmiller & Partners
Georgia
$324K – – –
TF
1931
Trek Financial
Arizona
$324K -$61.1K -362 -16%
LJAC
1932
L.J. Altfest & Co
New York
$324K -$169 -1 -0.1%
DP
1933
Denver PWM
Colorado
$321K -$3.72K -22 -1%
TC
1934
TownSquare Capital
Utah
$320K -$45.7M -270,749 -99%
GC
1935
Guidance Capital
Kentucky
$320K -$25.3K -150 -8%
HWA
1936
HHM Wealth Advisors
Tennessee
$320K +$194K +1,148 +174%
CIG
1937
Cascade Investment Group
Colorado
$319K – – –
MWA
1938
Motive Wealth Advisors
Michigan
$319K – – –
AWP
1939
Accretive Wealth Partners
New Jersey
$319K – – –
RWM
1940
RMG Wealth Management
Wisconsin
$316K +$300K +1,779 New
CPCP
1941
Cedar Point Capital Partners
Iowa
$316K +$1.18K +7 +0.4%
AFG
1942
ABLE Financial Group
Arizona
$315K -$19.8K -117 -6%
DWA
1943
Delap Wealth Advisory
Oregon
$315K – – –
APW
1944
Aurora Private Wealth
New Jersey
$315K +$43.7K +259 +17%
CWM
1945
Collaborative Wealth Management
Florida
$313K +$4.9K +29 +2%
HA
1946
Harfst & Associates
Wyoming
$313K -$55.1K -326 -16%
WWWM
1947
White Wing Wealth Management
Texas
$312K – – –
NPI
1948
New Perspectives Inc
Mississippi
$311K – – –
CI
1949
Ceera Investments
Texas
$311K -$16.9K -100 -5%
NFSG
1950
Newbridge Financial Services Group
Florida
$310K +$20.3K +120 +7%