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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
551
Brown Wealth Management
Illinois
$5.38M +$5.25M +37,834 New
AF
552
Advisornet Financial
Minnesota
$5.36M -$64.9K -467 -1%
ECA
553
Elevated Capital Advisors
Utah
$5.34M +$668K +4,811 +15%
JWA
554
JFS Wealth Advisors
Pennsylvania
$5.26M
GWM
555
GSB Wealth Management
Connecticut
$5.26M +$983K +7,079 +24%
AT
556
American Trust
Kentucky
$5.25M +$543K +3,913 +12%
LSAG
557
Lake Street Advisors Group
New Hampshire
$5.23M +$33.5K +241 +0.7%
CAG
558
Csenge Advisory Group
Florida
$5.22M +$1.44M +10,394 +39%
FC
559
Family CFO
California
$5.2M -$798K -5,749 -14%
JGC
560
J. Goldman & Co
New York
$5.19M +$5.07M +36,496 New
NG
561
Northstar Group
New York
$5.18M +$95K +684 +2%
CAL
562
Capital Analysts LLC
Pennsylvania
$5.17M +$141K +1,013 +3%
VIA
563
Vantagepoint Investment Advisers
District of Columbia
$5.16M
RMAM
564
Raab & Moskowitz Asset Management
New Jersey
$5.14M +$4.86K +35 +0.1%
VFA
565
Valeo Financial Advisors
Indiana
$5.14M -$4.73M -34,032 -48%
AIM
566
AMI Investment Management
Indiana
$5.11M -$97.5K -702 -2%
PWMG
567
Pioneer Wealth Management Group
Texas
$5.11M +$241K +1,737 +5%
IAG
568
Investment Advisory Group
Massachusetts
$5.09M +$137K +989 +3%
OC
569
Oppenheimer & Co
New York
$5.07M -$2.82M -20,327 -36%
WDL
570
Well Done LLC
Michigan
$4.96M -$125K -902 -3%
RTL
571
Red Tortoise LLC
Georgia
$4.95M +$942K +6,784 +24%
FCFC
572
First Commonwealth Financial Corp
Pennsylvania
$4.94M -$264K -1,899 -5%
ACA
573
Atlas Capital Advisors
Wyoming
$4.93M -$716K -5,158 -13%
GWM
574
GoalFusion Wealth Management
Texas
$4.92M +$305K +2,199 +7%
LWM
575
Lodestone Wealth Management
Washington
$4.92M -$407K -2,933 -8%