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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APG
451
Abacus Planning Group
South Carolina
$7.75M -$104K -742 -1%
LFP
452
Leeward Financial Partners
Washington
$7.74M +$291K +2,071 +4%
OC
453
Oppenheimer & Co
New York
$7.74M +$195K +1,390 +3%
MA
454
Mangham Associates
Virginia
$7.72M -$3.71M -26,464 -32%
RA
455
Riversedge Advisors
Delaware
$7.72M -$67.5K -481 -0.9%
PIAS
456
PCA Investment Advisory Services
Ohio
$7.67M +$7.79M +55,509 New
APC
457
Asset Planning Corporation
Tennessee
$7.66M -$153K -1,088 -2%
EIP
458
Ellis Investment Partners
Pennsylvania
$7.65M +$689K +4,912 +10%
FAIM
459
Financial Advocates Investment Management
Washington
$7.57M -$3.45M -24,586 -31%
MAS
460
Madden Advisory Services
Florida
$7.56M +$17.3K +123 +0.2%
EFG
461
Everhart Financial Group
Ohio
$7.47M +$812K +5,784 +12%
NFG
462
Nations Financial Group
Iowa
$7.44M +$388K +2,768 +5%
CSIA
463
Conrad Siegel Investment Advisors
Pennsylvania
$7.44M +$4.03M +28,728 +114%
SWA
464
Sax Wealth Advisors
New Jersey
$7.41M -$89.8K -640 -1%
EFS
465
Essex Financial Services
Connecticut
$7.39M -$53K -378 -0.7%
PA
466
Planning Alternatives
Michigan
$7.37M
WTA
467
Washington Trust Advisors
Massachusetts
$7.33M -$130K -927 -2%
SWA
468
Safir Wealth Advisors
New Hampshire
$7.3M -$47.9K -341 -0.6%
TCA
469
Transcend Capital Advisors
New Jersey
$7.29M -$2.77M -19,739 -27%
PWM
470
Perigon Wealth Management
California
$7.29M -$2.06M -14,659 -22%
GFG
471
Goldstone Financial Group
Illinois
$7.25M +$7.37M +52,500 New
ICP
472
Interchange Capital Partners
Pennsylvania
$7.24M +$1.16M +8,255 +19%
Neuberger Berman Group
473
Neuberger Berman Group
New York
$7.22M +$362K +2,578 +5%
CB
474
Commerce Bank
Missouri
$7.21M -$655K -4,670 -8%
Lido Advisors
475
Lido Advisors
California
$7.2M +$1.05M +7,518 +17%