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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACP
501
Aveo Capital Partners
Colorado
$5.24M +$204K +1,445 +4%
GSWM
502
Greenup Street Wealth Management
Michigan
$5.24M +$2.02M +14,324 +56%
PFM
503
Phillips Financial Management
Indiana
$5.23M -$55.9K -396 -1%
BDF
504
Black Diamond Financial
Maryland
$5.2M +$163K +1,158 +3%
MWA
505
Martel Wealth Advisors
Washington
$5.13M +$282K +1,996 +5%
IGWM
506
ICA Group Wealth Management
Colorado
$5.12M +$30.3K +215 +0.6%
JMG Financial Group
507
JMG Financial Group
Illinois
$5.09M -$14.6M -103,536 -73%
GAM
508
Gemmer Asset Management
California
$5.08M +$614K +4,355 +13%
Johnson Investment Counsel
509
Johnson Investment Counsel
Ohio
$5.07M +$61.1K +433 +1%
FA
510
Flagstar Advisors
New York
$5.07M +$411K +2,912 +8%
WAM
511
Weinberger Asset Management
California
$5.05M +$358K +2,535 +7%
DW
512
Domani Wealth
Pennsylvania
$5.04M +$47.4K +336 +0.9%
CA
513
CGN Advisors
Kansas
$4.99M -$1.16M -8,238 -18%
LWAC
514
Laurel Wealth Advisors (California)
California
$4.97M -$1.87M -13,234 -26%
RG
515
Retirement Group
California
$4.95M -$135K -955 -2%
WFAG
516
Wescott Financial Advisory Group
Pennsylvania
$4.94M -$792K -5,616 -13%
Millennium Management
517
Millennium Management
New York
$4.94M -$257K -1,822 -5%
LI
518
Latigo Investments
Florida
$4.93M – – –
TCMP
519
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.9M -$1.02M -7,247 -16%
EA
520
Emerald Advisors
Washington
$4.86M +$133K +940 +3%
LSAG
521
Lake Street Advisors Group
New Hampshire
$4.85M +$630K +4,465 +14%
Wealthfront Advisers
522
Wealthfront Advisers
California
$4.79M +$70.5K +500 +1%
FCFC
523
First Commonwealth Financial Corp
Pennsylvania
$4.78M +$720K +5,102 +16%
CBFP
524
Cedar Brook Financial Partners
Ohio
$4.77M +$83.2K +590 +2%
Dynamic Advisor Solutions
525
Dynamic Advisor Solutions
Arizona
$4.77M +$1.8M +12,787 +55%