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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
551
Vivid Wealth Management
Iowa
$8.74M +$2.66M +15,234 +43%
AWM
552
Apollon Wealth Management
South Carolina
$8.74M -$226K -1,296 -2%
FWA
553
Flagship Wealth Advisors
Massachusetts
$8.68M +$2.15M +12,342 +33%
Qube Research & Technologies (QRT)
554
Qube Research & Technologies (QRT)
United Kingdom
$8.68M -$870K -4,991 -9%
KWM
555
Kingsview Wealth Management
Oregon
$8.63M -$967K -5,543 -10%
WSFS
556
Wilmington Savings Fund Society
Delaware
$8.62M +$207K +1,188 +2%
PA
557
Planning Alternatives
Michigan
$8.61M -$47.1K -270 -0.5%
WAM
558
Weinberger Asset Management
California
$8.57M -$107K -616 -1%
MNA
559
Manning & Napier Advisors
New York
$8.49M -$3.9M -22,388 -31%
FFS
560
Founders Financial Securities
Maryland
$8.47M +$1.53M +8,779 +21%
JFG
561
JMG Financial Group
Illinois
$8.46M -$111K -638 -1%
AA
562
Atmos Advisory
Pennsylvania
$8.44M +$327K +1,877 +4%
OCM
563
Orser Capital Management
Texas
$8.43M -$1.03M -5,909 -11%
CCA
564
Cora Capital Advisors
New Jersey
$8.4M +$237K +1,359 +3%
TFA
565
TPG Financial Advisors
Oregon
$8.39M +$432K +2,479 +5%
DW30
566
Drucker Wealth 3.0
New Jersey
$8.38M +$922K +5,287 +12%
RPWA
567
Regent Peak Wealth Advisors
Georgia
$8.36M -$1.41M -8,088 -14%
ICP
568
Interchange Capital Partners
Pennsylvania
$8.33M +$3.31K +19 +0%
MLRA
569
Main Line Retirement Advisors
Montana
$8.32M +$239K +1,372 +3%
AWAP
570
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$8.29M +$6.14M +35,206 +275%
PSCM
571
Per Stirling Capital Management
Texas
$8.21M +$8.29M +47,550 New
Capstone Investment Advisors
572
Capstone Investment Advisors
New York
$8.21M +$8.28M +47,501 New
FCB
573
First County Bank
Connecticut
$8.2M +$55.5K +318 +0.7%
NFP
574
NorthLanding Financial Partners
New York
$8.11M +$1.22K +7 +0%
SLT
575
St Louis Trust
Missouri
$8.07M -$35.6K -204 -0.4%