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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPCG
376
Matrix Private Capital Group
New York
$11.4M +$662K +4,620 +6%
Financial Engines Advisors
377
Financial Engines Advisors
California
$11.4M -$815K -5,685 -6%
LIG
378
Lokken Investment Group
Delaware
$11.3M +$419K +2,926 +4%
GWM
379
Greenhouse Wealth Management
Connecticut
$11.2M +$350K +2,440 +3%
FNBOO
380
First National Bank of Omaha
Nebraska
$11.2M +$248K +1,731 +2%
SW
381
SlateStone Wealth
Florida
$11M -$348K -2,429 -3%
AWM
382
Avior Wealth Management
Nebraska
$11M +$660K +4,606 +6%
EGA
383
E&G Advisors
Texas
$10.8M -$811K -5,658 -7%
FUBT
384
First United Bank & Trust
Maryland
$10.7M +$101K +702 +0.9%
MMPW
385
Mitchell McLeod Pugh & Williams
Alabama
$10.6M +$942K +6,578 +9%
AWM
386
Altus Wealth Management
Kentucky
$10.5M +$347K +2,422 +3%
OPPS
387
Obsidian Personal Planning Solutions
Maryland
$10.5M +$1.18M +8,257 +12%
AG
388
Ascent Group
Virginia
$10.5M -$66.3K -463 -0.6%
NRI
389
NFP Retirement Inc
California
$10.4M +$28.5K +199 +0.3%
AA
390
AJ Advisors
Tennessee
$10.4M +$664K +4,634 +7%
LI
391
Latigo Investments
Florida
$10.3M
BBA
392
BLB&B Advisors
Pennsylvania
$10.2M -$435K -3,037 -4%
GFG
393
Goldstone Financial Group
Illinois
$9.98M +$47.6K +332 +0.5%
CWP
394
Cyndeo Wealth Partners
Florida
$9.93M +$473K +3,299 +5%
LFP
395
Leeward Financial Partners
Washington
$9.9M +$2.13M +14,853 +26%
GAM
396
Gemmer Asset Management
California
$9.8M +$542K +3,783 +6%
NFG
397
Nations Financial Group
Iowa
$9.77M +$1.5M +10,464 +17%
FAP
398
Financial Advisory Partners
Florida
$9.73M +$133K +928 +1%
MWM
399
Meridian Wealth Management
Kentucky
$9.49M +$729K +5,090 +8%
WCM
400
Windham Capital Management
Massachusetts
$9.49M -$123K -860 -1%