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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
1951
Cooper Financial Group
California
$448K +$113K +601 +34%
SFC
1952
Strategic Financial Concepts
Texas
$447K -$3.2M -16,987 -88%
CFG
1953
Cornerstone Financial Group
Nebraska
$446K +$2.63K +14 +0.6%
MW
1954
Maia Wealth
Colorado
$446K -$3.34M -17,737 -89%
FI
1955
FWG Investments
Kentucky
$445K +$439K +2,332 New
National Bank of Canada
1956
National Bank of Canada
Quebec, Canada
$442K -$142K -755 -25%
TAM
1957
TCP Asset Management
Ohio
$442K +$62.6K +333 +17%
HPWM
1958
High Point Wealth Management
New Jersey
$440K +$434K +2,305 New
LCM
1959
Logan Capital Management
Pennsylvania
$440K +$433K +2,302 New
PFA
1960
Petra Financial Advisors
Colorado
$439K -$3.01K -16 -0.7%
SWM
1961
Sterling Wealth Management
Illinois
$439K -$188 -1 -0%
SW
1962
Solidarity Wealth
Utah
$438K
NA
1963
Note Advisors
New York
$438K -$1.13K -6 -0.3%
WWWM
1964
White Wing Wealth Management
Texas
$437K +$95.4K +507 +28%
FIM
1965
FWL Investment Management
Texas
$435K -$13.2K -70 -3%
SAM
1966
Summit Asset Management
Tennessee
$435K -$15K -80 -3%
ORC
1967
O'Rourke & Company
Massachusetts
$434K -$10.5K -56 -2%
WFPG
1968
Waller Financial Planning Group
Ohio
$434K -$183K -972 -30%
EPW
1969
Endeavor Private Wealth
Kansas
$432K
HWM
1970
Horizon Wealth Management
Illinois
$432K
SEP
1971
Signature Equity Partners
Ohio
$430K +$423K +2,251 New
FCBT
1972
First Citizens Bank & Trust
North Carolina
$430K +$15.4K +82 +4%
PPC
1973
Pennington Partners & Co
Maryland
$430K
SC
1974
Schoolcraft Capital
Colorado
$430K +$188 +1 +0%
RBC
1975
Romano Brothers & Co
Illinois
$430K +$94K +500 +29%