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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMP
2026
Christine Messmer PC
Pennsylvania
$491K +$2.3K +11 +0.5%
MPWT
2027
MassMutual Private Wealth & Trust
Connecticut
$490K -$101K -486 -18%
FNB
2028
Farmers National Bank
Kentucky
$487K +$24.4K +117 +6%
MW
2029
Members Wealth
Pennsylvania
$486K – – –
HPWM
2030
High Point Wealth Management
New Jersey
$483K – – –
PMWMG
2031
Parr McKnight Wealth Management Group
Minnesota
$482K -$1.46K -7 -0.3%
JA
2032
JVL Associates
Michigan
$482K – – –
LCAM
2033
London & Capital Asset Management
United Kingdom
$481K +$125K +600 +37%
AAG
2034
Armstrong Advisory Group
Massachusetts
$480K +$209 +1 +0%
OCM
2035
Orion Capital Management
California
$480K -$6.89K -33 -1%
IMT
2036
Investment Management Trust
Massachusetts
$479K +$2.3K +11 +0.5%
NA
2037
Note Advisors
New York
$479K -$1.25K -6 -0.3%
KWM
2038
Kingsman Wealth Management
Florida
$479K +$2.3K +11 +0.5%
TCWA
2039
Turtle Creek Wealth Advisors
Texas
$478K -$77.9K -373 -15%
GTAM
2040
Global Trust Asset Management
Florida
$477K -$97.1K -465 -18%
C
2041
Croban
Ohio
$477K – – –
SAG
2042
Sentinel Advisory Group
Wisconsin
$476K -$11.5K -55 -2%
CD
2043
Chapin Davis
Maryland
$476K +$34.5K +165 +8%
BIG
2044
Brookwood Investment Group
Arizona
$473K -$78.5K -376 -15%
SC
2045
Schoolcraft Capital
Colorado
$472K -$17.8K -85 -4%
SWA
2046
SFMG Wealth Advisors
Texas
$471K +$42.2K +202 +10%
KIA
2047
KCM Investment Advisors
California
$466K – – –
FS
2048
Ferguson Shapiro
Georgia
$465K +$446K +2,135 New
SFG
2049
Shum Financial Group
California
$465K +$446K +2,135 New
CA
2050
Commerce Advisors
Tennessee
$465K – – –