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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
501
Wealthfront Advisers
California
$717K -$3.05K -29 -0.4%
CPO
502
Cerity Partners OCIO
New York
$714K -$152K -1,442 -18%
VFA
503
Valeo Financial Advisors
Indiana
$711K +$117K +1,116 +20%
FNC
504
First National Corp
Massachusetts
$710K -$2K -19 -0.3%
WA
505
WBH Advisory
Maryland
$708K +$3.16K +30 +0.5%
CAM
506
Crestone Asset Management
Colorado
$701K
SBH
507
Segall Bryant & Hamill
Illinois
$700K -$4K -38 -0.6%
Rockefeller Capital Management
508
Rockefeller Capital Management
New York
$700K +$518K +4,917 +310%
SG
509
StoneX Group
New York
$693K +$71.4K +678 +12%
BP
510
Broadleaf Partners
Ohio
$685K +$4.21K +40 +0.6%
DBRC
511
D.B. Root & Company
Pennsylvania
$683K -$4.11K -39 -0.6%
EWM
512
Evercore Wealth Management
New York
$677K +$59.3K +563 +10%
TI
513
Truepoint Inc
Ohio
$677K +$106K +1,007 +19%
B
514
Bridgeworth
Alabama
$665K -$282K -2,682 -30%
WA
515
Winfield Associates
Ohio
$664K +$65.8K +625 +11%
LNWWM
516
Laird Norton Wetherby Wealth Management
California
$661K -$70.6K -671 -10%
JCM
517
Jacobi Capital Management
Pennsylvania
$656K -$13.4K -127 -2%
CMBA
518
C.M. Bidwell & Associates
Hawaii
$646K -$8.84K -84 -1%
MJRIC
519
Mogy Joel R Investment Counsel
California
$643K -$34.7K -330 -5%
AWM
520
Aevitas Wealth Management
Massachusetts
$641K -$10.6K -101 -2%
LFPWM
521
Leicht Financial Planning & Wealth Management
New Jersey
$637K -$983K -9,336 -61%
PCIA
522
Prime Capital Investment Advisors
Kansas
$635K +$621K +5,900 New
BTW
523
Boston Trust Walden
Massachusetts
$634K
DY
524
Dowling & Yahnke
California
$629K -$18.6K -177 -3%
FWM
525
Focused Wealth Management
New York
$623K -$105K -996 -15%