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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
501
Essex Financial Services
Connecticut
$4.39M +$318K +2,227 +8%
IA
502
IFP Advisors
Florida
$4.39M -$282K -1,975 -6%
RCAG
503
Rehmann Capital Advisory Group
Michigan
$4.34M -$278K -1,946 -6%
AIM
504
AMI Investment Management
Indiana
$4.34M -$77K -539 -2%
NG
505
Northstar Group
New York
$4.31M +$30K +210 +0.7%
CCWA
506
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.31M +$98.1K +687 +2%
CG
507
Colony Group
Massachusetts
$4.3M +$589K +4,122 +16%
HIA
508
Harbor Investment Advisory
Maryland
$4.28M +$561K +3,932 +16%
GWMIA
509
Global Wealth Management Investment Advisory
Florida
$4.27M -$105K -737 -2%
ACM
510
Advisors Capital Management
New Jersey
$4.25M -$154K -1,081 -4%
V
511
Veritable
Delaware
$4.25M +$2.43M +17,000 +143%
SWM
512
Soundmark Wealth Management
Washington
$4.24M +$7.28K +51 +0.2%
CWA
513
CJM Wealth Advisers
Virginia
$4.21M +$4.08M +28,598 New
ASN
514
Advisory Services Network
Georgia
$4.21M +$299K +2,091 +8%
First Manhattan
515
First Manhattan
New York
$4.2M -$443K -3,101 -10%
HIM
516
Hanlon Investment Management
New Jersey
$4.19M +$135K +947 +3%
EA
517
Elm Advisors
California
$4.17M
HWM
518
HB Wealth Management
Georgia
$4.16M +$4.04M +28,265 New
PCA
519
Personal Capital Advisors
California
$4.15M +$836K +5,855 +26%
MSFS
520
Main Street Financial Solutions
Pennsylvania
$4.14M +$162K +1,131 +4%
E
521
ETFidea
New York
$4.14M +$4.02M +28,156 New
AWM
522
Axxcess Wealth Management
California
$4.14M +$4.02M +28,136 New
BAM
523
Belpointe Asset Management
Nevada
$4.13M +$375K +2,628 +10%
PA
524
Pinnacle Associates
New York
$4.12M +$163K +1,142 +4%
KNFPWM
525
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$4.12M +$4M +28,023 New