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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2351
Core Wealth Management
Florida
$293K +$19.2K +92 +7%
CLA
2352
Carnegie Lake Advisors
New Jersey
$293K – – –
SCA
2353
Sage Capital Advisors
South Dakota
$293K +$626 +3 +0.2%
JFG
2354
JDM Financial Group
Texas
$292K – – –
CWM
2355
Cahaba Wealth Management
Georgia
$292K -$8.56K -41 -3%
KA
2356
Kure Advisory
Minnesota
$292K – – –
BH
2357
Burk Holdings
Oklahoma
$292K +$103K +494 +58%
PIWA
2358
Prevail Innovative Wealth Advisors
Kansas
$292K -$33.6K -161 -11%
CL
2359
CVFG LLC
Indiana
$292K +$10.7K +51 +4%
AIP
2360
Ameritas Investment Partners
Nebraska
$291K -$408K -1,954 -59%
RS
2361
Retirement Solution
Washington
$291K +$15.5K +74 +6%
PA
2362
PW Advisors
Florida
$290K -$378K -1,812 -58%
TPA
2363
Trivium Point Advisory
Connecticut
$289K +$277K +1,326 New
JF
2364
JSF Financial
California
$288K -$1.88K -9 -0.7%
PWS
2365
Peterson Wealth Services
Utah
$288K – – –
SCA
2366
St. Clair Advisors
Ohio
$287K – – –
AW
2367
Atlas Wealth
Ohio
$286K – – –
CWM
2368
Chesapeake Wealth Management
Virginia
$286K +$274K +1,312 New
HNWA
2369
Henrickson Nauta Wealth Advisors
Michigan
$285K – – –
JSA
2370
Jacobson & Schmitt Advisors
Wisconsin
$284K +$37.6K +180 +16%
GCIG
2371
Grand Central Investment Group
Florida
$283K – – –
PTC
2372
Philadelphia Trust Company
Pennsylvania
$283K – – –
FNBOH
2373
First National Bank of Hutchinson
Kansas
$283K +$271K +1,297 New
WT
2374
Whittier Trust
California
$283K – – –
IWAO
2375
Independence Wealth Advisors (Ohio)
Ohio
$282K -$5.01K -24 -2%