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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
2126
Wealthstar Advisors
Texas
– -$277K -1,698 Closed
AA
2127
AlphaQ Advisors
Florida
– -$270K -1,659 Closed
WA
2128
WESPAC Advisors
California
– -$270K -1,657 Closed
BWA
2129
Bordeaux Wealth Advisors
California
– -$266K -1,634 Closed
RA
2130
Rockingstone Advisors
Massachusetts
– -$266K -1,633 Closed
SDWMA
2131
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$265K -1,626 Closed
OWM
2132
OneAscent Wealth Management
Alabama
– -$261K -1,606 Closed
SIC
2133
Shoker Investment Counsel
Ohio
– -$259K -1,596 Closed
RPCONE
2134
Retirement Planning Company of New England
Rhode Island
– -$259K -1,590 Closed
CSIA
2135
Charles Schwab Investment Advisory
California
– -$255K -1,568 Closed
LLWM
2136
Life Line Wealth Management
California
– -$251K -1,539 Closed
RWP
2137
Revolve Wealth Partners
New Jersey
– -$241K -1,482 Closed
Principal Financial Group
2138
Principal Financial Group
Iowa
– -$235K -1,443 Closed
SFG
2139
SNS Financial Group
Minnesota
– -$235K -1,442 Closed
CWM
2140
Castle Wealth Management
Florida
– -$235K -1,441 Closed
NPF
2141
Norris Perne & French
Michigan
– -$231K -1,419 Closed
Belvedere Trading
2142
Belvedere Trading
Illinois
– -$228K -1,401 Closed
OWM
2143
Opes Wealth Management
California
– -$227K -1,395 Closed
SSWM
2144
Smith Salley Wealth Management
North Carolina
– -$225K -1,382 Closed
CCT
2145
Capital City Trust
Florida
– -$222K -1,361 Closed
NGA
2146
Naples Global Advisors
Florida
– -$216K -1,328 Closed
ISWM
2147
Independent Solutions Wealth Management
New York
– -$215K -1,320 Closed
RB
2148
Rodgers Brothers
Pennsylvania
– -$212K -1,304 Closed
CA
2149
Claris Advisors
Missouri
– -$212K -1,300 Closed
MA
2150
Mezzasalma Advisors
New Jersey
– -$209K -1,281 Closed