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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HR
526
Hayden Royal
North Carolina
$1.05M +$36.8K +375 +4%
MFG
527
Magnus Financial Group
New York
$1.05M -$5.27M -53,710 -84%
MFG
528
Merit Financial Group
Georgia
$1.04M -$162K -1,652 -14%
LWM
529
Laidlaw Wealth Management
New York
$1.04M +$1.28K +13 +0.1%
HSWM
530
Hubbell Strickland Wealth Management
Louisiana
$1.02M -$114K -1,164 -10%
I
531
IberiaBank
Louisiana
$1.02M -$289K -2,941 -22%
RPG
532
Resource Planning Group
Georgia
$1.01M +$153K +1,556 +18%
BWM
533
BCS Wealth Management
Tennessee
$1.01M
RFC
534
Regions Financial Corp
Alabama
$993K -$87.5K -892 -8%
EFS
535
Essex Financial Services
Connecticut
$993K -$50.2K -512 -5%
SG
536
StoneX Group
New York
$986K -$2.16M -22,035 -69%
CPC
537
Cookson Peirce & Co
Pennsylvania
$982K +$29.4K +300 +3%
LF
538
LifeSteps Financial
California
$978K +$2.94K +30 +0.3%
Fiera Capital (Canada)
539
Fiera Capital (Canada)
Quebec, Canada
$977K -$748K -7,620 -44%
DWM
540
Dakota Wealth Management
Florida
$971K -$55.8K -569 -6%
EWM
541
Evercore Wealth Management
New York
$969K -$66K -673 -6%
HH
542
Hilltop Holdings
Texas
$964K +$297K +3,029 +46%
TAM
543
Tradition Asset Management
Virginia
$954K +$5.5K +56 +0.6%
FT
544
Fiduciary Trust
Massachusetts
$952K -$29.6K -302 -3%
Vanguard Group
545
Vanguard Group
Pennsylvania
$935K -$197K -2,005 -18%
OIA
546
OneDigital Investment Advisors
Kansas
$927K -$118K -1,207 -11%
HIA
547
Harbor Investment Advisory
Maryland
$925K +$41K +418 +5%
LW
548
Linscomb Wealth
Texas
$922K -$2.98M -30,403 -77%
FI
549
FormulaFolio Investments
Michigan
$920K +$906K +9,234 New
CM
550
Columbus Macro
Pennsylvania
$904K