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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
2051
Canandaigua National Bank & Trust
New York
$374K -$21.8K -116 -6%
TWA
2052
Trace Wealth Advisors
California
$372K
IWP
2053
IAG Wealth Partners
Wisconsin
$371K
CAGAS
2054
Capital Advisory Group Advisory Services
Minnesota
$370K +$36.1K +192 +11%
EP
2055
Essential Planning
New Hampshire
$369K +$363K +1,931 New
KFG
2056
Kingdom Financial Group
Arizona
$368K +$363K +1,929 New
MFS
2057
Miller Financial Services
Michigan
$367K -$1.5K -8 -0.4%
PWS
2058
Proactive Wealth Strategies
Georgia
$367K +$45.1K +240 +14%
VAM
2059
Virtue Asset Management
Illinois
$367K +$22K +117 +6%
SIAP
2060
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$366K +$1.32K +7 +0.4%
CISOA
2061
Capital Investment Services of America
Wisconsin
$365K
TDB
2062
Thompson David Blair
$365K +$360K +1,912 New
BCM
2063
Boreal Capital Management
Florida
$365K
HWP
2064
Highline Wealth Partners
California
$363K +$63.2K +336 +21%
SWA
2065
SFMG Wealth Advisors
Texas
$363K
VCAM
2066
Van Cleef Asset Management
Ohio
$363K
MFS
2067
McNamara Financial Services
Massachusetts
$361K -$3.57K -19 -1%
EFP
2068
EnRich Financial Partners
Wisconsin
$361K
WP
2069
WealthPLAN Partners
Nebraska
$361K +$51.4K +273 +17%
FFG
2070
Fortress Financial Group
Minnesota
$361K +$564 +3 +0.2%
SA
2071
SPWM Advisors
Michigan
$359K +$354K +1,881 New
TPWM
2072
Torrey-Payne Wealth Management
California
$358K +$340K +1,808 New
Balyasny Asset Management
2073
Balyasny Asset Management
Illinois
$358K -$270K -1,435 -43%
PWMG
2074
Private Wealth Management Group
New Jersey
$357K +$79.2K +421 +29%
MFG
2075
Mosaic Financial Group
Illinois
$357K