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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIG
301
Lokken Investment Group
Delaware
$9.5M +$323K +2,317 +3%
KPWG
302
KFA Private Wealth Group
Virginia
$9.42M +$4.04K +29 +0%
NAS
303
Nicolet Advisory Services
Wisconsin
$9.37M -$5.01K -36 -0.1%
FFG
304
Fullen Financial Group
Ohio
$9.36M +$934K +6,711 +11%
FCM
305
Firestone Capital Management
Florida
$9.34M – – –
BCA
306
Berman Capital Advisors
Georgia
$9.27M +$45.1K +324 +0.5%
Neuberger Berman Group
307
Neuberger Berman Group
New York
$9.21M +$33.7K +242 +0.4%
RWG
308
Ratio Wealth Group
Colorado
$9.06M -$5.57K -40 -0.1%
MGO One Seven
309
MGO One Seven
Ohio
$9.04M -$46.1K -331 -0.5%
SW
310
SlateStone Wealth
Florida
$8.97M +$5.79M +41,575 +169%
Sigma Planning Corp
311
Sigma Planning Corp
Michigan
$8.87M -$6.49M -46,615 -42%
KFGK
312
Keystone Financial Group (Kentucky)
Kentucky
$8.82M +$99.1K +712 +1%
IC
313
Intersect Capital
California
$8.77M +$1.08M +7,788 +14%
ACA
314
Atlas Capital Advisors
Wyoming
$8.77M -$3.4M -24,383 -27%
UMB Bank
315
UMB Bank
Missouri
$8.73M +$1.63M +11,713 +22%
Avantax Planning Partners
316
Avantax Planning Partners
Iowa
$8.7M -$168K -1,204 -2%
CFSG
317
Clark Financial Services Group
Missouri
$8.6M +$373K +2,677 +4%
SFA
318
Semmax Financial Advisors
North Carolina
$8.59M -$1.12M -8,077 -11%
RPWA
319
Regent Peak Wealth Advisors
Georgia
$8.55M -$77.8K -559 -0.9%
BCM
320
BTC Capital Management
Iowa
$8.48M -$58.8K -422 -0.7%
WFA
321
West Financial Advisors
Iowa
$8.22M +$401K +2,883 +5%
Huntington National Bank
322
Huntington National Bank
Ohio
$8.18M -$46.4K -333 -1%
PA
323
Prism Advisors
California
$8.11M -$76.6K -550 -0.9%
Sax Wealth Advisors
324
Sax Wealth Advisors
New Jersey
$8M +$292K +2,098 +4%
QIM
325
Quest Investment Management
Oregon
$7.99M +$4.7M +33,727 +133%