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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAM
2076
NorthCrest Asset Manangement
Minnesota
$443K +$3.34K +16 +0.8%
PFO
2077
Pioneer Family Office
Florida
$442K -$43.2K -207 -9%
MWA
2078
Motive Wealth Advisors
Michigan
$442K – – –
MAV
2079
Mason & Associates (Virginia)
Virginia
$442K +$418 +2 +0.1%
RWM
2080
Raffa Wealth Management
District of Columbia
$439K -$3.04M -14,569 -88%
AWM
2081
Atticus Wealth Management
Florida
$439K – – –
FFW
2082
Fusion Family Wealth
New York
$438K – – –
HBW
2083
Hazlett, Burt & Watson
West Virginia
$437K +$149K +712 +55%
SP
2084
Stablepoint Partners
Massachusetts
$437K -$1.04K -5 -0.2%
Capital International Investors
2085
Capital International Investors
California
$436K -$22.8K -109 -5%
SWM
2086
SK Wealth Management
Rhode Island
$436K +$835 +4 +0.2%
AA
2087
Ascent Advisors
Minnesota
$435K +$17.1K +82 +4%
VAM
2088
Virtue Asset Management
Illinois
$435K – – –
BTIM
2089
BancFirst Trust & Investment Management
Oklahoma
$434K -$99.4K -476 -19%
JCFM
2090
JBR Co Financial Management
Oklahoma
$433K +$415K +1,987 New
AFO
2091
Arrowroot Family Office
California
$431K +$36.5K +175 +10%
SAM
2092
S.A. Mason
Michigan
$431K – – –
FPW
2093
Fairvoy Private Wealth
Alabama
$430K +$92.1K +441 +29%
IWB
2094
Innovative Wealth Building
Maryland
$430K +$62.6K +300 +18%
SLG
2095
Sanchez Levi Garrett
$429K – – –
HP
2096
HT Partners
Connecticut
$429K – – –
WG
2097
Wellington Group
Indiana
$428K -$8.98K -43 -2%
BC
2098
Burney Company
Virginia
$428K -$172K -824 -30%
FF
2099
Farrell Financial
New York
$426K +$14K +67 +4%
OWM
2100
Orca Wealth Management
Florida
$426K +$408K +1,956 New