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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAM
2326
Formidable Asset Management
Ohio
$303K +$15K +72 +5%
PWMG
2327
Private Wealth Management Group
New Jersey
$302K – – –
SI
2328
SimpliFi Inc
California
$302K -$26.9K -129 -9%
MWM
2329
Manske Wealth Management
Texas
$302K – – –
HIC
2330
Holderness Investments Company
North Carolina
$302K +$15.2K +73 +6%
VIM
2331
Vista Investment Management
Pennsylvania
$301K +$10.9K +52 +4%
GPWA
2332
Gaddis Premier Wealth Advisors
Oklahoma
$301K +$288K +1,381 New
VIP
2333
Value Investment Professionals
New York
$301K +$288K +1,381 New
SF
2334
Succession Financial
Texas
$300K +$288K +1,378 New
GIL
2335
Go Invest LLC
Utah
$299K +$10.4K +50 +4%
HOWA
2336
Heritage Oak Wealth Advisors
Florida
$299K +$2.3K +11 +0.8%
GC
2337
Gilbert & Cook
Iowa
$299K – – –
AFGAS
2338
Allegiance Financial Group Advisory Services
Virginia
$299K +$286K +1,371 New
GLLW
2339
Graves Light Lenhart Wealth
Virginia
$298K +$286K +1,369 New
FC
2340
FCA Corp
Texas
$298K +$286K +1,368 New
BRWM
2341
Blue Rock Wealth Management
North Carolina
$298K +$10K +48 +4%
BCM
2342
Basso Capital Management
Connecticut
$298K – – –
SFGP
2343
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$298K +$56.4K +270 +25%
MIM
2344
Marco Investment Management
Georgia
$297K – – –
EM
2345
Excalibur Management
Massachusetts
$297K +$1.88K +9 +0.7%
FIB
2346
First Interstate Bank
Montana
$295K -$6.26K -30 -2%
MWM
2347
Mascagni Wealth Management
Mississippi
$295K +$27.6K +132 +11%
SMA
2348
Seven Mile Advisory
New Jersey
$295K – – –
CL
2349
CPWA LLC
Oregon
$295K -$11.5K -55 -4%
LEFP
2350
Leading Edge Financial Planning
Tennessee
$294K -$52K -249 -16%