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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2151
Centurion Wealth Management
Virginia
$399K -$11.7K -56 -3%
AA
2152
Apriem Advisors
California
$399K +$70.6K +338 +23%
TFS
2153
truNorth Financial Services
Pennsylvania
$398K – – –
DWA
2154
Delap Wealth Advisory
Oregon
$397K – – –
AIM
2155
Aspen Investment Management
Michigan
$397K – – –
MWC
2156
MKD Wealth Coaches
Michigan
$396K -$66K -316 -15%
RSWA
2157
Robinson Smith Wealth Advisors
Maine
$395K -$56.2K -269 -13%
OWCM
2158
One Wealth Capital Management
Arizona
$395K +$378K +1,811 New
AG
2159
AmeriFlex Group
Nevada
$392K +$222K +1,062 +144%
RWC
2160
Rare Wolf Capital
Washington
$392K – – –
MFS
2161
McNamara Financial Services
Massachusetts
$391K -$15.2K -73 -4%
NFSG
2162
Newbridge Financial Services Group
Florida
$390K +$26.7K +128 +8%
LI
2163
LMCG Investments
Massachusetts
$390K +$33.6K +161 +10%
WA
2164
WealthTrust Axiom
Pennsylvania
$389K +$92.3K +442 +33%
MW
2165
MBL Wealth
North Carolina
$388K – – –
IWP
2166
Innova Wealth Partners
Pennsylvania
$388K +$1.04K +5 +0.3%
DF
2167
Define Financial
California
$387K -$3.55K -17 -0.9%
CP
2168
Cornerstone Planning
North Carolina
$387K – – –
EFN
2169
Equita Financial Network
Pennsylvania
$386K -$40.5K -194 -10%
AIP
2170
ARS Investment Partners
New York
$386K -$40.7K -195 -10%
SWM
2171
Sendero Wealth Management
Texas
$384K +$368K +1,763 New
HDIM
2172
Hanson & Doremus Investment Management
Vermont
$384K – – –
AGA
2173
Arkos Global Advisors
Texas
$384K +$1.04K +5 +0.3%
NPI
2174
New Perspectives Inc
Mississippi
$384K – – –
TCM
2175
Triumph Capital Management
Colorado
$383K +$13.2K +63 +4%