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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFP
451
Curran Financial Partners
South Carolina
$3.96M +$193K +1,383 +5%
NG
452
Northstar Group
New York
$3.94M +$149K +1,070 +4%
CFA
453
Carroll Financial Associates
North Carolina
$3.9M +$1.68M +12,034 +72%
SWM
454
Soundmark Wealth Management
Washington
$3.89M +$1.81K +13 +0%
CCWA
455
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.87M +$23.5K +169 +0.6%
Deutsche Bank
456
Deutsche Bank
Germany
$3.87M +$9.89K +71 +0.2%
SAM
457
Sawgrass Asset Management
Florida
$3.85M
HB
458
Homrich & Berg
Georgia
$3.84M +$5.71K +41 +0.1%
EA
459
Elm Advisors
California
$3.83M -$26.5K -190 -0.7%
GAM
460
Gemmer Asset Management
California
$3.83M +$63.2K +454 +2%
TC
461
Tacita Capital
Ontario, Canada
$3.81M -$150K -1,075 -4%
CCFM
462
Clear Creek Financial Management
Washington
$3.81M -$107K -770 -3%
MFT
463
Moisand Fitzgerald Tamayo
Florida
$3.8M -$7.94K -57 -0.2%
SCA
464
Snowden Capital Advisors
New York
$3.8M +$25.5K +183 +0.7%
EFS
465
Essex Financial Services
Connecticut
$3.74M +$770K +5,533 +25%
HIM
466
Hanlon Investment Management
New Jersey
$3.73M -$255K -1,832 -6%
WDL
467
Well Done LLC
Michigan
$3.71M -$7.24K -52 -0.2%
BFEC
468
Benjamin F. Edwards & Company
Missouri
$3.69M +$71.4K +513 +2%
BP
469
Ballentine Partners
Massachusetts
$3.67M -$68.6K -493 -2%
MSFS
470
Main Street Financial Solutions
Pennsylvania
$3.66M +$210K +1,511 +6%
CTA
471
Chesley Taft & Associates
Illinois
$3.65M +$118K +850 +3%
CS
472
Credit Suisse
Switzerland
$3.64M +$3.75M +26,903 New
PA
473
Pinnacle Associates
New York
$3.64M +$97.3K +699 +3%
GA
474
GFS Advisors
Texas
$3.62M
EA
475
Eclectic Associates
California
$3.61M +$204K +1,464 +6%