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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
426
Security Financial Services
Indiana
$6.42M +$6.23M +43,661 New
CFP
427
Curran Financial Partners
South Carolina
$6.4M +$2.04M +14,287 +49%
CB
428
Commerce Bank
Missouri
$6.39M +$312K +2,184 +5%
AWM
429
Avior Wealth Management
Nebraska
$6.38M -$454K -3,176 -7%
Lido Advisors
430
Lido Advisors
California
$6.33M -$337K -2,359 -5%
RCM
431
Regency Capital Management
Hawaii
$6.32M +$6.14M +42,971 New
MA
432
Mutual Advisors
Nebraska
$6.31M -$26.7K -187 -0.4%
C
433
Clearshares
New York
$6.29M
OCPWS
434
One Charles Private Wealth Services
Massachusetts
$6.25M -$189K -1,327 -3%
FHC
435
First Heartland Consultants
Missouri
$6.1M -$93.7K -656 -2%
JIC
436
Johnson Investment Counsel
Ohio
$6.05M +$150K +1,047 +3%
Susquehanna International Group
437
Susquehanna International Group
Pennsylvania
$6.03M +$3.05M +21,326 +108%
AA
438
Atmos Advisory
Pennsylvania
$5.99M +$5.82M +40,738 New
SFS
439
Sowell Financial Services
Arkansas
$5.99M -$848K -5,935 -13%
GIA
440
Gladstone Institutional Advisory
Florida
$5.99M +$457K +3,203 +9%
ICP
441
Interchange Capital Partners
Pennsylvania
$5.94M +$4.75M +33,247 +467%
PFM
442
Phillips Financial Management
Indiana
$5.88M -$1.43K -10 -0%
GBT
443
Grove Bank & Trust
Florida
$5.81M +$21.3K +149 +0.4%
FNBOO
444
First National Bank of Omaha
Nebraska
$5.78M +$253K +1,771 +5%
CSPIA
445
Cary Street Partners Investment Advisory
Virginia
$5.75M +$393K +2,750 +8%
LHWM
446
Lake Hills Wealth Management
Texas
$5.67M +$5.5M +38,525 New
MCM
447
Manchester Capital Management
Vermont
$5.66M +$161K +1,125 +3%
DW
448
Domani Wealth
Pennsylvania
$5.63M -$11K -77 -0.2%
BCP
449
Berkeley Capital Partners
Georgia
$5.62M +$4.45M +31,162 +445%
MW
450
Marcum Wealth
Ohio
$5.61M -$177K -1,241 -3%