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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSW
376
Stone Summit Wealth
Florida
$10.6M +$709K +5,102 +7%
LI
377
Latigo Investments
Florida
$10.6M +$10.4M +74,918 New
BC
378
Bowman & Company
Wisconsin
$10.6M -$4.39M -31,576 -30%
State Street
379
State Street
Massachusetts
$10.6M +$69.4K +500 +0.7%
AA
380
Aire Advisors
California
$10.6M -$1.59M -11,433 -13%
AWM
381
Altus Wealth Management
Kentucky
$10.5M +$26.3K +189 +0.3%
GSWM
382
Greenup Street Wealth Management
Michigan
$10.4M +$955K +6,876 +10%
AAS
383
Ameritas Advisory Services
Nebraska
$10.3M -$37.7M -271,645 -79%
VFM
384
Valley Financial Management
New York
$10.3M +$10M +72,313 New
SPC
385
Sigma Planning Corp
Michigan
$10.3M -$470K -3,384 -4%
GFG
386
Goldstone Financial Group
Illinois
$10.2M +$2.71M +19,491 +37%
MMPW
387
Mitchell McLeod Pugh & Williams
Alabama
$10M +$936K +6,737 +11%
KFGK
388
Keystone Financial Group (Kentucky)
Kentucky
$10M +$9.79M +70,520 New
AA
389
AJ Advisors
Tennessee
$10M +$315K +2,269 +3%
RWI
390
Red Wave Investments
Pennsylvania
$9.97M -$19.2K -138 -0.2%
FAP
391
Financial Advisory Partners
Florida
$9.9M -$84K -605 -0.9%
WCM
392
Windham Capital Management
Massachusetts
$9.9M +$475K +3,421 +5%
FIS
393
Fischer Investment Strategies
California
$9.84M +$9.61M +69,223 New
CWP
394
Cyndeo Wealth Partners
Florida
$9.76M +$369K +2,658 +4%
AIS
395
American Investment Services
Massachusetts
$9.72M -$1.28M -9,192 -12%
TPW
396
Tiller Private Wealth
Pennsylvania
$9.68M -$191K -1,374 -2%
CFSG
397
Clark Financial Services Group
Missouri
$9.68M +$277K +1,994 +3%
OPPS
398
Obsidian Personal Planning Solutions
Maryland
$9.66M +$535K +3,849 +6%
PAS
399
Park Avenue Securities
New York
$9.66M +$1.22M +8,772 +15%
GAM
400
Gemmer Asset Management
California
$9.56M +$719K +5,178 +8%