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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMA
2051
Pension & Wealth Management Advisors
Massachusetts
$54.5K – – –
DCM
2052
Davis Capital Management
Florida
$54.1K -$14.1K -84 -21%
AIA
2053
Arcadia Investment Advisors
Idaho
$53.9K – – –
CB
2054
Centennial Bank
Arkansas
$52.7K – – –
FCMT
2055
Founders Capital Management (Texas)
Texas
$52.4K – – –
CP
2056
Castleview Partners
Texas
$51.5K +$167 +1 +0.3%
WI
2057
Wintrust Investments
Illinois
$50K -$291K -1,738 -86%
CWM
2058
CarsonAllaria Wealth Management
Illinois
$48.2K – – –
W
2059
WealthCollab
Washington
$47.6K +$1.17K +7 +3%
KA
2060
Kozak & Associates
Colorado
$47.6K +$167 +1 +0.4%
RPCA
2061
Running Point Capital Advisors
California
$46.8K +$6.53K +39 +17%
MBFW
2062
Morton Brown Family Wealth
Pennsylvania
$46.3K – – –
CWM
2063
Compass Wealth Management
Connecticut
$45.4K – – –
NRG
2064
Nemes Rush Group
Michigan
$45.3K – – –
KWAG
2065
Kiely Wealth Advisory Group
North Carolina
$45.1K – – –
LIS
2066
Legacy Investment Solutions
Idaho
$45K +$42.4K +253 New
LWMI
2067
Legacy Wealth Management (Idaho)
Idaho
$45K +$42.4K +253 New
RDIA
2068
RE Dickinson Investment Advisors
Iowa
$44.5K – – –
AFG
2069
Albion Financial Group
Utah
$44K – – –
HWA
2070
HHM Wealth Advisors
Tennessee
$43.3K – – –
CPA
2071
Capital Performance Advisors
California
$42.1K +$40.4K +241 New
EBA
2072
Eagle Bay Advisors
New York
$41.7K -$1.67K -10 -4%
PWA
2073
Provenance Wealth Advisors
Florida
$41.4K – – –
TCM
2074
Tradewinds Capital Management
Washington
$40.5K – – –
MTIC
2075
Missouri Trust & Investment Company
Missouri
$39.3K – – –