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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NRG
1976
Nemes Rush Group
Michigan
$44.6K -$18.1K -113 -29%
CWM
1977
CarsonAllaria Wealth Management
Illinois
$44.3K +$44.1K +276 New
MBFW
1978
Morton Brown Family Wealth
Pennsylvania
$44.1K – – –
KA
1979
Kozak & Associates
Colorado
$42.8K +$160 +1 +0.4%
W
1980
WealthCollab
Washington
$42.6K – – –
AW
1981
Avion Wealth
Texas
$42K – – –
CWM
1982
Compass Wealth Management
Connecticut
$41.7K – – –
KWAG
1983
Kiely Wealth Advisory Group
North Carolina
$41.2K +$40.4K +253 New
RDIA
1984
RE Dickinson Investment Advisors
Iowa
$40.9K – – –
AFG
1985
Albion Financial Group
Utah
$40.4K +$21.9K +137 +119%
EBA
1986
Eagle Bay Advisors
New York
$40.2K +$10.2K +64 +35%
RDFA
1987
Ritter Daniher Financial Advisory
Ohio
$39.9K +$39.8K +249 New
HWA
1988
HHM Wealth Advisors
Tennessee
$39.8K – – –
PWA
1989
Provenance Wealth Advisors
Florida
$38K -$17.7K -111 -32%
TCM
1990
Tradewinds Capital Management
Washington
$37.2K – – –
MSS
1991
Mitchell Sinkler & Starr
Pennsylvania
$37.1K – – –
RPCA
1992
Running Point Capital Advisors
California
$36.7K +$11K +69 +43%
MTIC
1993
Missouri Trust & Investment Company
Missouri
$36.1K – – –
BAM
1994
Bellevue Asset Management
Washington
$35K – – –
SWC
1995
Spectrum Wealth Counsel
Indiana
$33.5K +$33.4K +209 New
WWMSC
1996
Wagner Wealth Management (South Carolina)
South Carolina
$33.4K – – –
AP
1997
Aspect Partners
Virginia
$33.2K – – –
RP
1998
Rice Partnership
Hawaii
$33K – – –
TFA
1999
Toth Financial Advisory
Virginia
$32.1K +$32K +200 New
ECM
2000
EMC Capital Management
Texas
$32K – – –