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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
2076
IFG Advisors
Missouri
$245K +$234K +1,386 New
CW
2077
Channel Wealth
California
$245K -$338 -2 -0.1%
PWG
2078
Portside Wealth Group
Utah
$244K -$19.9K -118 -8%
NA
2079
Novus Advisors
South Carolina
$244K -$175K -1,037 -43%
SWM
2080
Stark Wealth Management
Pennsylvania
$244K – – –
Smith Salley Wealth Management
2081
Smith Salley Wealth Management
North Carolina
$243K – – –
DWM
2082
David Wealth Management
Virginia
$242K +$232K +1,371 New
DSC
2083
Duncker Streett & Co
Missouri
$242K -$6.76K -40 -3%
MIM
2084
Marco Investment Management
Georgia
$241K – – –
SWP
2085
Significant Wealth Partners
Illinois
$240K +$230K +1,360 New
HIC
2086
Holderness Investments Company
North Carolina
$240K -$132K -781 -37%
GWSA
2087
Global Wealth Strategies & Associates
Colorado
$240K -$4.22K -25 -2%
SMA
2088
Seven Mile Advisory
New Jersey
$239K – – –
JF
2089
JSF Financial
California
$239K +$21.1K +125 +10%
EM
2090
Excalibur Management
Massachusetts
$239K – – –
FCM
2091
Family Capital Management
Michigan
$239K – – –
GWP
2092
Gen-Wealth Partners
Michigan
$238K +$41.9K +248 +23%
FZCM
2093
Flynn Zito Capital Management
New York
$237K +$227K +1,343 New
KA
2094
Kure Advisory
Minnesota
$237K – – –
OCM
2095
Orion Capital Management
California
$237K – – –
PIWA
2096
Prevail Innovative Wealth Advisors
Kansas
$236K +$226K +1,338 New
SAM
2097
Satovsky Asset Management
New York
$236K – – –
FF
2098
Financial Futures
New Jersey
$236K +$22.6K +134 +11%
PWW
2099
Pettyjohn Wood & White
Virginia
$236K – – –
BFWA
2100
Benchmark Financial Wealth Advisors
Florida
$235K -$845 -5 -0.4%