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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPIC
526
LeJeune Puetz Investment Counsel
Michigan
$5.83M +$239K +1,700 +4%
PA
527
Prism Advisors
California
$5.82M -$328K -2,336 -5%
D
528
Dentgroup
Louisiana
$5.81M -$157K -1,119 -3%
WAM
529
Weinberger Asset Management
California
$5.79M +$104K +740 +2%
USCWA
530
U.S. Capital Wealth Advisors
Texas
$5.77M -$550K -3,918 -9%
SWM
531
Soundmark Wealth Management
Washington
$5.77M +$1.61M +11,468 +38%
HIA
532
Harbor Investment Advisory
Maryland
$5.75M +$133K +946 +2%
SFS
533
Sowell Financial Services
Arkansas
$5.75M -$1.95M -13,912 -25%
WPWM
534
Windward Private Wealth Management
Kansas
$5.64M -$350K -2,495 -6%
NF
535
Nikulski Financial
Iowa
$5.62M +$614K +4,376 +12%
MAM
536
McLean Asset Management
Virginia
$5.6M -$2.78M -19,780 -33%
CA
537
Cambridge Associates
Massachusetts
$5.55M
ACA
538
Atlas Capital Advisors
Wyoming
$5.51M +$809K +5,763 +17%
BJL
539
Brighton Jones LLC
Washington
$5.49M +$162K +1,151 +3%
HPWA
540
Hall Private Wealth Advisors
North Carolina
$5.47M +$921K +6,565 +20%
MOS
541
MGO One Seven
Ohio
$5.45M -$854K -6,087 -13%
RG
542
Retirement Group
California
$5.45M +$176K +1,257 +3%
PWG
543
Private Wealth Group
Florida
$5.36M +$5.45M +38,838 New
PFM
544
Phillips Financial Management
Indiana
$5.34M -$2.25K -16 -0%
SG
545
Sharper & Granite
California
$5.32M +$82.8K +590 +2%
PVI
546
Pine Valley Investments
New Jersey
$5.32M +$5.42M +38,643 New
AF
547
Advisornet Financial
Minnesota
$5.27M -$50K -356 -0.9%
KA
548
Kovack Advisors
Florida
$5.27M -$409K -2,917 -7%
IIC
549
Integrated Investment Consultants
Michigan
$5.23M -$1.2M -8,530 -18%
FFP
550
Forbes Financial Planning
Rhode Island
$5.21M +$1.6M +11,392 +43%