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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
351
Baldrige Asset Management
Pennsylvania
$2.29M -$50.9K -466 -2%
UBG
352
United Bank (Georgia)
Georgia
$2.22M -$82K -751 -4%
MA
353
MONECO Advisors
Connecticut
$2.21M +$6.55K +60 +0.3%
THWM
354
Taylor Hoffman Wealth Management
Virginia
$2.19M +$31.3K +287 +1%
SFPM
355
Sensible Financial Planning & Management
Massachusetts
$2.19M -$18.3K -168 -0.8%
BAM
356
Belpointe Asset Management
Nevada
$2.16M +$2.13M +19,490 New
CF
357
Centaurus Financial
California
$2.16M +$736K +6,741 +53%
PA
358
Parallel Advisors
California
$2.14M +$1.15M +10,559 +121%
BS
359
Banco Santander
Spain
$2.14M +$2.11M +19,290 New
AG
360
AlphaSimPlex Group
Massachusetts
$2.11M +$208K +1,909 +11%
SG
361
StoneX Group
New York
$2.11M +$1.36M +12,485 +195%
DT
362
Diversified Trust
Tennessee
$2.1M +$1.49M +13,607 +253%
SSWM
363
Sheets Smith Wealth Management
North Carolina
$2.1M
TA
364
Tiedemann Advisors
New York
$2.09M -$279K -2,554 -12%
CAL
365
Capital Advisors Ltd
Ohio
$2.07M -$376K -3,443 -16%
PA
366
Probity Advisors
Texas
$2.05M -$77.4K -709 -4%
OWA
367
Outlook Wealth Advisors
Texas
$2.04M +$185K +1,690 +10%
H
368
HoyleCohen
California
$2.01M +$401K +3,671 +25%
Fiera Capital (Canada)
369
Fiera Capital (Canada)
Quebec, Canada
$1.98M -$25.9K -237 -1%
FHA
370
First Horizon Advisors
Tennessee
$1.98M -$120K -1,102 -6%
JHCP
371
Jackson Hole Capital Partners
Oklahoma
$1.97M +$1.94M +17,764 New
UA
372
Unison Advisors
District of Columbia
$1.96M -$177K -1,617 -8%
MAS
373
Madden Advisory Services
Florida
$1.93M -$123K -1,131 -6%
NDSI
374
Newman Dignan & Sheerar Inc
Rhode Island
$1.92M -$9.5K -87 -0.5%
PCA
375
Personal Capital Advisors
California
$1.88M +$214K +1,964 +13%