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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
426
High Pines Wealth Management
Massachusetts
$8.59M +$439K +3,161 +6%
Lido Advisors
427
Lido Advisors
California
$8.58M +$746K +5,371 +10%
NFG
428
Nations Financial Group
Iowa
$8.58M +$904K +6,508 +12%
MAG
429
Mokosak Advisory Group
Iowa
$8.55M +$152K +1,092 +2%
EA
430
Eclectic Associates
California
$8.53M +$298K +2,148 +4%
HNB
431
Huntington National Bank
Ohio
$8.53M
FHC
432
First Heartland Consultants
Missouri
$8.48M +$288K +2,071 +4%
TIM
433
Tortoise Investment Management
New York
$8.48M -$236K -1,701 -3%
CPRC
434
Consolidated Portfolio Review Corp
New York
$8.45M -$72.2K -520 -0.9%
WAP
435
Wealthcare Advisory Partners
Pennsylvania
$8.36M -$707K -5,087 -8%
CFO
436
Collective Family Office
Pennsylvania
$8.34M +$237K +1,708 +3%
ACA
437
Ackerman Capital Advisors
Texas
$8.34M -$107K -772 -1%
ZF
438
Zhang Financial
Michigan
$8.33M -$15.8K -114 -0.2%
VBWMG
439
Von Berge Wealth Management Group
California
$8.26M +$153K +1,103 +2%
BCM
440
BTC Capital Management
Iowa
$8.24M -$145K -1,044 -2%
CSIA
441
Conrad Siegel Investment Advisors
Pennsylvania
$8.18M +$514K +3,699 +7%
GWM
442
Gray Wealth Management
Maine
$8.18M -$33.3K -240 -0.4%
MCA
443
Magnolia Capital Advisors
Mississippi
$8.17M +$6.1M +43,904 +323%
MAS
444
Madden Advisory Services
Florida
$8.15M +$363K +2,613 +5%
CWM
445
Cranbrook Wealth Management
Michigan
$8.14M -$668K -4,813 -8%
5SA
446
5th Street Advisors
Connecticut
$8.14M -$1.09M -7,850 -12%
EIP
447
Ellis Investment Partners
Pennsylvania
$8.13M +$252K +1,814 +3%
LFP
448
Leeward Financial Partners
Washington
$8.09M +$121K +871 +2%
KOC
449
Koss-Olinger Consulting
Florida
$8.04M
VA
450
Valmark Advisers
Ohio
$8M -$963K -6,931 -11%