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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APW
2251
Atlantic Private Wealth
North Carolina
$72.9K
RMC
2252
Resources Management Corp
Connecticut
$72K -$26.2K -150 -27%
POIA
2253
Pin Oak Investment Advisors
Texas
$72K
Barclays
2254
Barclays
United Kingdom
$71.2K
PWM
2255
Proathlete Wealth Management
Florida
$68.8K +$69.4K +398 New
CAM
2256
Costello Asset Management
Pennsylvania
$64.4K +$65K +373 New
DFA
2257
DHJJ Financial Advisors
Illinois
$63.1K +$49.7K +285 +356%
BFS
2258
Burkett Financial Services
South Carolina
$63K +$2.44K +14 +4%
AW
2259
Avion Wealth
Texas
$63K
OHWP
2260
Oak Harbor Wealth Partners
North Carolina
$62.5K
PPC
2261
Park Place Capital
Alabama
$62K +$349 +2 +0.6%
PCFFS
2262
Pacific Center for Financial Services
California
$59.3K
OIA
2263
Optimum Investment Advisors
Illinois
$56.1K
RWM
2264
Ruedi Wealth Management
Illinois
$55.3K
RPCA
2265
Running Point Capital Advisors
California
$54.9K +$15.3K +88 +38%
NC
2266
North Capital
Utah
$54.6K +$55.1K +316 New
AIA
2267
Arcadia Investment Advisors
Idaho
$53.4K
FCMT
2268
Founders Capital Management (Texas)
Texas
$51.8K
CWP
2269
Concord Wealth Partners
Virginia
$51.6K -$5.93K -34 -10%
EWA
2270
Elevate Wealth Advisory
Georgia
$50.8K
RWS
2271
Retirement Wealth Solutions
Wisconsin
$50.4K -$231K -1,325 -82%
TWD
2272
True Wealth Design
Ohio
$50.1K
KA
2273
Kozak & Associates
Colorado
$48.7K +$4.88K +28 +10%
CWM
2274
CarsonAllaria Wealth Management
Illinois
$47.7K
W
2275
WealthCollab
Washington
$47.1K