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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
2201
Waycross Investment Management
Washington
$359K +$344K +1,648 New
GC
2202
Guidance Capital
Kentucky
$359K -$5.64K -27 -2%
TA
2203
Tactive Advisors
Florida
$358K -$53.5K -256 -13%
WFP
2204
Wrenne Financial Planning
Kentucky
$358K
TVPW
2205
Third View Private Wealth
Connecticut
$357K +$342K +1,639 New
VPWA
2206
Vestia Personal Wealth Advisors
Indiana
$357K +$209 +1 +0.1%
FFG
2207
Fortress Financial Group
Minnesota
$357K -$52.8K -253 -13%
RW
2208
RVW Wealth
California
$357K -$33.4K -160 -9%
AHC
2209
Anderson Hoagland & Co
Missouri
$356K -$5.01K -24 -1%
FPWM
2210
FSB Premier Wealth Management
Iowa
$355K -$15.2K -73 -4%
TCM
2211
Telos Capital Management
California
$354K -$7.31K -35 -2%
GIA
2212
Gateway Investment Advisers
Ohio
$354K +$339K +1,625 New
NPF
2213
Norris Perne & French
Michigan
$354K +$79.1K +379 +30%
TWM
2214
Tanager Wealth Management
United Kingdom
$353K -$58.1K -278 -15%
AP
2215
Appleton Partners
Massachusetts
$353K -$62.6K -300 -16%
SRSA
2216
S.R. Schill & Associates
Washington
$353K +$3.97K +19 +1%
ACP
2217
Aviance Capital Partners
Florida
$351K +$32.4K +155 +11%
OAM
2218
Occidental Asset Management
California
$351K
FCM
2219
Family Capital Management
Michigan
$351K
SYBT
2220
Stock Yards Bank & Trust
Kentucky
$351K -$94.2K -451 -22%
RF
2221
RHS Financial
California
$350K +$37.6K +180 +13%
PWC
2222
PYA Waltman Capital
Tennessee
$350K
CCP
2223
Carmel Capital Partners
California
$348K +$84.4K +404 +34%
UB
2224
Umpqua Bank
Oregon
$348K
KFS
2225
Kelly Financial Services
Massachusetts
$347K -$33.4K -160 -9%