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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
2176
NRI Wealth Management
California
$208K -$20.1K -119 -9%
WC
2177
Whitney & Co
New York
$208K -$38K -225 -16%
FAM
2178
Formidable Asset Management
Ohio
$208K – – –
SWA
2179
ShankerValleau Wealth Advisors
Illinois
$206K – – –
MWM
2180
MorganRosel Wealth Management
Colorado
$206K – – –
MEG
2181
Millstone Evans Group
Colorado
$206K – – –
FCMA
2182
Foresight Capital Management Advisors
Michigan
$205K – – –
AWMNY
2183
Arcadia Wealth Management (New York)
New York
$205K -$10.1K -60 -5%
SFS
2184
Solitude Financial Services
Virginia
$203K +$194K +1,147 New
DWA
2185
Davis Wealth Advisors
New Hampshire
$202K +$194K +1,146 New
PWMG
2186
Pinnacle Wealth Management Group
Michigan
$202K +$193K +1,145 New
TWM
2187
Tumwater Wealth Management
Idaho
$202K +$193K +1,145 New
PMSA
2188
Patrick M. Sweeney & Associates
Illinois
$202K +$190K +1,126 New
KCM
2189
Kendall Capital Management
Maryland
$202K +$193K +1,144 New
BF
2190
Blankinship & Foster
California
$202K +$193K +1,141 New
OCM
2191
Orleans Capital Management
Louisiana
$201K +$193K +1,140 New
GWM
2192
Gibbs Wealth Management
Georgia
$201K +$192K +1,139 New
B
2193
Bellecapital
Switzerland
$201K +$192K +1,137 New
HOWA
2194
Heritage Oak Wealth Advisors
Florida
$201K -$33.3K -197 -15%
RCA
2195
Resonant Capital Advisors
Wisconsin
$200K +$191K +1,128 New
SFO
2196
Stenger Family Office
Illinois
$200K +$189K +1,121 New
RFA
2197
Resurgent Financial Advisors
Georgia
$200K +$191K +1,133 New
HFA
2198
High Falls Advisors
New York
$200K +$191K +1,132 New
WIM
2199
Westside Investment Management
California
$199K – – –
BWM
2200
Bullock Wealth Management
Indiana
$199K – – –