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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
301
Keebeck Wealth Management
Illinois
$6.2M -$46.2K -411 -0.8%
FLA
302
Financial Life Advisors
Texas
$6.17M -$27.1K -241 -0.5%
BWM
303
BerganKDV Wealth Management
Minnesota
$6.14M +$163K +1,451 +3%
CPIG
304
Chicago Partners Investment Group
Illinois
$6.09M -$1.14M -10,175 -17%
GP
305
Girard Partners
Pennsylvania
$6.05M -$720K -6,404 -11%
SWA
306
Safir Wealth Advisors
New Hampshire
$6.02M +$5.69M +50,621 New
TFA
307
TPG Financial Advisors
Oregon
$6.01M +$779K +6,925 +16%
SPC
308
Sigma Planning Corp
Michigan
$6M -$1.16M -10,298 -17%
CWAG
309
Compton Wealth Advisory Group
Virginia
$6M +$177K +1,571 +3%
SWA
310
Sax Wealth Advisors
New Jersey
$5.98M +$5.65M +50,294 New
SHWM
311
Smith & Howard Wealth Management
Georgia
$5.96M +$847K +7,535 +18%
SBSB
312
Sullivan, Bruyette, Speros & Blaney
Virginia
$5.96M -$101K -894 -2%
CF
313
Corrigan Financial
Rhode Island
$5.9M +$41.7K +371 +0.8%
ACA
314
Atlas Capital Advisors
Wyoming
$5.88M +$843K +7,494 +18%
MW
315
Marcum Wealth
Ohio
$5.88M -$1.43M -12,714 -20%
CA
316
CGN Advisors
Kansas
$5.75M +$5.44M +48,343 New
ABC
317
Associated Banc-Corp
Wisconsin
$5.58M -$123K -1,097 -2%
CWS
318
Cypress Wealth Services
California
$5.58M +$5.28M +46,944 New
BBA
319
BLB&B Advisors
Pennsylvania
$5.58M +$4.48M +39,857 +569%
BS
320
Banco Santander
Spain
$5.52M +$2.98M +26,486 +133%
DPI
321
Diversified Portfolios Inc
Michigan
$5.46M -$14.4K -128 -0.3%
TIM
322
Tortoise Investment Management
New York
$5.38M -$317K -2,820 -6%
SWA
323
Stratos Wealth Advisors
Ohio
$5.36M +$4.64M +41,288 +1,094%
KPWG
324
KFA Private Wealth Group
Virginia
$5.29M +$577K +5,134 +13%
Comerica Bank
325
Comerica Bank
Texas
$5.29M -$939K -8,348 -16%