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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
351
Cresset Asset Management
Illinois
$2.83M -$159K -1,520 -5%
GA
352
GFS Advisors
Texas
$2.83M -$18.3K -175 -0.6%
DWM
353
Destination Wealth Management
California
$2.83M -$12.7K -121 -0.4%
VR
354
Viridian RIA
Washington
$2.79M -$68.5K -654 -2%
LFG
355
LifePlan Financial Group
Ohio
$2.79M -$23.9K -228 -0.8%
WDL
356
Well Done LLC
Michigan
$2.79M -$1.41M -13,443 -34%
SFA
357
Stewardship Financial Advisors
Georgia
$2.78M -$393K -3,749 -12%
AIC
358
Ameritas Investment Company
Nebraska
$2.78M
BP
359
Ballentine Partners
Massachusetts
$2.78M -$132K -1,260 -5%
ECA
360
Elevated Capital Advisors
Utah
$2.78M -$49.5K -472 -2%
SWM
361
Segment Wealth Management
Texas
$2.77M
FFBTD
362
First Financial Bank - Trust Division
Ohio
$2.76M +$23.7K +226 +0.9%
NFG
363
Next Financial Group
Texas
$2.74M -$1.59M -15,136 -37%
Capstone Investment Advisors
364
Capstone Investment Advisors
New York
$2.74M +$2.74M +26,182 New
GWM
365
Gray Wealth Management
Maine
$2.71M +$8.38K +80 +0.3%
SW
366
SlateStone Wealth
Florida
$2.67M +$125K +1,194 +5%
SIC
367
Sigma Investment Counselors
Michigan
$2.67M -$5.3M -50,544 -66%
SIAS
368
Shine Investment Advisory Services
Colorado
$2.66M
AB
369
Atlas Brown
Kentucky
$2.63M -$184K -1,753 -7%
TNB
370
TCF National Bank
South Dakota
$2.62M -$4.39M -41,884 -63%
IA
371
IFP Advisors
Florida
$2.62M +$121K +1,153 +5%
PFO
372
Pathstone Family Office
New Jersey
$2.61M -$393K -3,746 -13%
EA
373
Elm Advisors
California
$2.6M -$215K -2,055 -8%
AC
374
Apella Capital
Connecticut
$2.59M +$561K +5,352 +27%
PAG
375
Private Advisory Group
Washington
$2.58M -$44K -420 -2%