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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
376
IHT Wealth Management
Illinois
$1.62M +$320K +3,040 +23%
BMCM
377
Bryn Mawr Capital Management
Pennsylvania
$1.62M +$477K +4,535 +38%
WFPG
378
Waller Financial Planning Group
Ohio
$1.61M +$1.73M +16,429 New
EAM
379
Evanson Asset Management
California
$1.6M -$156K -1,480 -8%
UB
380
UMB Bank
Missouri
$1.59M -$4.42K -42 -0.3%
ODG
381
O'Dell Group
Ohio
$1.59M +$340K +3,231 +25%
WTFG
382
Wells Trecaso Financial Group
Ohio
$1.59M +$1.04M +9,885 +157%
MA
383
MONECO Advisors
Connecticut
$1.57M +$1.69M +16,071 New
BAM
384
Belpointe Asset Management
Nevada
$1.55M -$503K -4,784 -23%
MFGP
385
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.55M +$1.66M +15,830 New
SCA
386
Snowden Capital Advisors
New York
$1.55M +$53.1K +505 +3%
IWC
387
Integrated Wealth Concepts
Massachusetts
$1.54M +$169K +1,604 +11%
PA
388
Prism Advisors
California
$1.54M +$1.29M +12,225 +344%
HCM
389
Howland Capital Management
Massachusetts
$1.54M
RC
390
RegentAtlantic Capital
New Jersey
$1.54M -$149K -1,419 -8%
MHS
391
M Holdings Securities
Oregon
$1.52M +$53.7K +511 +3%
Carson Wealth (CWM LLC)
392
Carson Wealth (CWM LLC)
Nebraska
$1.5M +$517K +4,920 +47%
JFG
393
JMG Financial Group
Illinois
$1.5M +$63.4K +603 +4%
LFPWM
394
Leicht Financial Planning & Wealth Management
New Jersey
$1.5M -$564K -5,361 -26%
EGA
395
E&G Advisors
Texas
$1.49M -$124K -1,182 -7%
CP
396
Camelot Portfolios
Ohio
$1.49M -$270K -2,570 -14%
WMSA
397
Weiss Multi-Strategy Advisers
New York
$1.47M +$1.58M +15,000 New
WP
398
WealthPLAN Partners
Nebraska
$1.44M -$6.73K -64 -0.5%
AWM
399
Altium Wealth Management
New York
$1.42M -$805K -7,654 -35%
BGIM
400
Brandywine Global Investment Management
Pennsylvania
$1.4M +$1.51M +14,316 New