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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EPA
251
Element Pointe Advisors
Florida
$4.8M -$157K -1,430 -3%
AllianceBernstein
252
AllianceBernstein
Tennessee
$4.78M +$396K +3,610 +7%
S
253
SignatureFD
Georgia
$4.77M +$4.63M +42,191 +370%
AWM
254
Avior Wealth Management
Nebraska
$4.75M -$430K -3,922 -7%
HHRDM
255
H&H Retirement Design & Management
Nevada
$4.71M +$5.81M +52,918 New
CPA
256
Capital Planning Advisors
California
$4.65M -$609K -5,551 -10%
OPCM
257
Osborne Partners Capital Management
California
$4.64M -$51.7K -471 -0.9%
VVP
258
Venture Visionary Partners
Ohio
$4.61M -$892K -8,133 -14%
BPA
259
Beacon Pointe Advisors
California
$4.61M +$1.42M +12,914 +33%
WLIM
260
White Lighthouse Investment Management
Massachusetts
$4.6M +$1.71M +15,566 +43%
SBSB
261
Sullivan, Bruyette, Speros & Blaney
Virginia
$4.55M -$228K -2,082 -4%
GBT
262
Grove Bank & Trust
Florida
$4.52M +$421K +3,839 +8%
BFWA
263
Benchmark Financial Wealth Advisors
Florida
$4.44M -$283K -2,581 -5%
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$4.42M
ONB
265
Old National Bancorp
Indiana
$4.35M -$2.32M -21,125 -30%
ASN
266
Advisory Services Network
Georgia
$4.31M +$796K +7,254 +18%
DPI
267
Diversified Portfolios Inc
Michigan
$4.28M +$185K +1,684 +4%
QIM
268
Quest Investment Management
Oregon
$4.25M -$14.7K -134 -0.3%
CGL
269
Clarius Group LLC
Washington
$4.23M -$199K -1,811 -4%
SIA
270
Strategic Investment Advisors
Michigan
$4.13M +$375K +3,414 +8%
TFA
271
TPG Financial Advisors
Oregon
$4.06M +$272K +2,480 +6%
RRC
272
Relaxing Retirement Coach
Massachusetts
$4.04M -$5.45M -49,663 -52%
SC
273
Savant Capital
Illinois
$4.02M +$121K +1,105 +3%
SCM
274
SOL Capital Management
Maryland
$3.98M +$464K +4,228 +10%
DW
275
Domani Wealth
Pennsylvania
$3.95M +$4.43M +40,381 +1,009%