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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SB
351
Strategic Blueprint
Georgia
$9.54M +$2.12M +15,686 +25%
LCWP
352
Legacy Capital Wealth Partners
Arkansas
$9.43M +$29.6K +219 +0.3%
AIS
353
American Investment Services
Massachusetts
$9.42M +$180K +1,331 +2%
IDA
354
Intelligence Driven Advisers
California
$9.39M -$5.51M -40,742 -36%
BOK Financial
355
BOK Financial
Oklahoma
$9.36M +$377K +2,792 +4%
Merit Financial Group
356
Merit Financial Group
Georgia
$9.34M -$1.15M -8,525 -10%
VWA
357
Visionary Wealth Advisors
Illinois
$9.25M +$275K +2,031 +3%
FFG
358
Frisch Financial Group
New York
$9.24M +$1.09M +8,068 +12%
H
359
HoyleCohen
California
$9.16M +$2.29M +16,932 +30%
WJA
360
Willis Johnson & Associates
Texas
$9.15M +$6.49M +47,987 +184%
AWM
361
Altus Wealth Management
Kentucky
$9.1M +$61.8K +457 +0.6%
Millennium Management
362
Millennium Management
New York
$9.05M +$4.85M +35,853 +96%
State Street
363
State Street
Massachusetts
$9.02M +$67.6K +500 +0.7%
FAP
364
Financial Advisory Partners
Florida
$9.01M +$147K +1,091 +2%
CWM
365
Cornerstone Wealth Management
Missouri
$8.97M +$100K +743 +1%
Advisors Capital Management
366
Advisors Capital Management
New Jersey
$8.96M +$4.26M +31,507 +99%
Avior Wealth Management
367
Avior Wealth Management
Nebraska
$8.91M +$316K +2,337 +3%
RWI
368
Red Wave Investments
Pennsylvania
$8.9M – – –
NRI
369
NFP Retirement Inc
California
$8.82M +$73.5K +544 +0.8%
Sigma Planning Corp
370
Sigma Planning Corp
Michigan
$8.78M -$1.07M -7,943 -10%
KFGK
371
Keystone Financial Group (Kentucky)
Kentucky
$8.67M -$47.4K -351 -0.5%
LIG
372
Lokken Investment Group
Delaware
$8.67M +$48.3K +357 +0.5%
Avantax Planning Partners
373
Avantax Planning Partners
Iowa
$8.59M +$792K +5,860 +9%
RPWA
374
Regent Peak Wealth Advisors
Georgia
$8.53M +$87.9K +650 +0.9%
BWM
375
Boyd Wealth Management
California
$8.51M -$801K -5,928 -8%