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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGI
451
MayTech Global Investments
New York
$1.64M
MPM
452
Meritage Portfolio Management
Kansas
$1.64M +$1.61M +16,435 New
AL
453
Aspiriant LLC
California
$1.63M +$441K +4,492 +38%
MMPW
454
Mitchell McLeod Pugh & Williams
Alabama
$1.62M +$907K +9,245 +131%
ATC
455
Argent Trust Co
Tennessee
$1.62M +$63.1K +643 +4%
PA
456
Probity Advisors
Texas
$1.62M +$43.9K +447 +3%
SLT
457
St Louis Trust
Missouri
$1.62M
THWM
458
Taylor Hoffman Wealth Management
Virginia
$1.61M -$53.2K -542 -3%
BAM
459
Belpointe Asset Management
Nevada
$1.6M -$24.3K -248 -2%
WTFG
460
Wells Trecaso Financial Group
Ohio
$1.59M -$1.96K -20 -0.1%
CANC
461
Culbertson A N & Co
Virginia
$1.59M +$20.6K +210 +1%
PFS
462
Prospera Financial Services
Texas
$1.56M -$119K -1,211 -7%
CPA
463
Clear Perspective Advisors
Illinois
$1.56M +$17.2K +175 +1%
MA
464
MONECO Advisors
Connecticut
$1.56M +$19.6K +200 +1%
SFP
465
Strategic Financial Partners
Oregon
$1.52M -$437K -4,452 -23%
RIM
466
Rockbridge Investment Management
New York
$1.52M +$1.5M +15,284 New
LL
467
LPWM LLC
Minnesota
$1.49M +$790K +8,055 +116%
BF
468
BOK Financial
Oklahoma
$1.49M -$353K -3,597 -19%
Millennium Management
469
Millennium Management
New York
$1.49M +$1.46M +14,926 New
HWM
470
Howard Wealth Management
Connecticut
$1.48M +$51.2K +522 +4%
PJB
471
Paul John Balson
California
$1.47M +$134K +1,361 +10%
WGCA
472
Wolf Group Capital Advisors
Virginia
$1.46M +$111K +1,134 +8%
OSAM
473
O'Shaughnessy Asset Management
Connecticut
$1.44M +$1.42M +14,444 New
CF
474
Centaurus Financial
California
$1.44M -$8.05K -82 -0.6%
POIA
475
Pin Oak Investment Advisors
Texas
$1.43M