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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FUBT
226
First United Bank & Trust
Maryland
$5.69M +$777K +7,078 +12%
APSP
227
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.67M -$282K -2,571 -4%
ACS
228
Archford Capital Strategies
Illinois
$5.61M -$55.9K -509 -0.8%
AWM
229
Altium Wealth Management
New York
$5.61M +$5.42M +49,431 +366%
RPWA
230
Regent Peak Wealth Advisors
Georgia
$5.55M -$621K -5,660 -8%
GP
231
Girard Partners
Pennsylvania
$5.52M +$279K +2,541 +4%
KWM
232
Keebeck Wealth Management
Illinois
$5.46M +$2.95M +26,860 +78%
GRP
233
Global Retirement Partners
California
$5.38M +$957K +8,724 +17%
Comerica Bank
234
Comerica Bank
Texas
$5.36M -$505K -4,606 -8%
CI
235
Cambiar Investors
Colorado
$5.36M +$6.6M +60,185 New
MCM
236
Manchester Capital Management
Vermont
$5.36M -$11.8M -107,287 -64%
PCMC
237
Paragon Capital Management (Colorado)
Colorado
$5.34M -$133K -1,211 -2%
SFM
238
Signet Financial Management
New Jersey
$5.21M -$347K -3,167 -5%
Neuberger Berman Group
239
Neuberger Berman Group
New York
$5.2M -$1.86M -16,977 -23%
LSPW
240
Lake Street Private Wealth
Illinois
$5.14M +$947K +8,632 +18%
WIC
241
Whitegate Investment Counselors
New Hampshire
$5.09M +$34.7K +316 +0.6%
BCM
242
BTC Capital Management
Iowa
$5.04M +$265K +2,414 +4%
RZH
243
Relyea Zuckerberg Hanson
Connecticut
$4.96M +$173K +1,579 +3%
Lido Advisors
244
Lido Advisors
California
$4.94M -$1.73M -15,725 -22%
CFD
245
Creative Financial Designs
Indiana
$4.92M -$829K -7,558 -12%
FLA
246
Financial Life Advisors
Texas
$4.91M +$1.23M +11,216 +26%
CWAG
247
Compton Wealth Advisory Group
Virginia
$4.91M +$1.57M +14,297 +35%
MAFM
248
Mid Atlantic Financial Management
Pennsylvania
$4.86M +$1.65M +15,070 +38%
CA
249
Cetera Advisors
Colorado
$4.81M -$1.24M -11,296 -17%
SB
250
Simmons Bank
Arkansas
$4.8M +$341K +3,112 +6%