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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ECA
576
Elevated Capital Advisors
Utah
$3.46M +$3.79M +28,009 New
CFA
577
CWS Financial Advisors
Michigan
$3.45M +$456K +3,377 +14%
AC
578
Avant Capital
Louisiana
$3.45M +$138K +1,023 +4%
RW
579
REDW Wealth
New Mexico
$3.41M -$597K -4,418 -14%
NB
580
Nicolet Bankshares
Wisconsin
$3.39M -$107K -792 -3%
HHRDM
581
H&H Retirement Design & Management
Nevada
$3.39M -$680K -5,030 -16%
DWT
582
Dorsey & Whitney Trust
South Dakota
$3.38M +$1.02M +7,516 +38%
KTM
583
Keeler Thomas Management
Utah
$3.35M +$2.12M +15,668 New
TC
584
Tacita Capital
Ontario, Canada
$3.31M -$110K -815 -3%
MW
585
Marcum Wealth
Ohio
$3.3M -$500K -3,703 -12%
CG
586
Caprock Group
Idaho
$3.27M +$187K +1,383 +6%
WWM
587
Western Wealth Management
Colorado
$3.25M +$1.33M +9,865 +60%
FFP
588
Forbes Financial Planning
Rhode Island
$3.25M +$691K +5,114 +24%
CS
589
Credit Suisse
Switzerland
$3.22M +$2.5M +18,524 +244%
CCA
590
Checchi Capital Advisers
California
$3.21M +$3.11M +23,011 +777%
CWM
591
Connecticut Wealth Management
Connecticut
$3.2M +$1.26M +9,344 +56%
BP
592
BBR Partners
New York
$3.2M -$2.61M -19,277 -43%
GWMIA
593
Global Wealth Management Investment Advisory
Florida
$3.19M -$47.7K -353 -1%
IAG
594
Investment Advisory Group
Massachusetts
$3.18M +$373K +2,759 +12%
BST
595
Bath Savings Trust
Maine
$3.17M +$122K +899 +4%
CA
596
CoreCap Advisors
Michigan
$3.13M +$509K +3,769 +17%
DWM
597
Destination Wealth Management
California
$3.12M +$213K +1,573 +7%
LFP
598
Leeward Financial Partners
Washington
$3.1M +$8.92K +66 +0.3%
UBG
599
United Bank (Georgia)
Georgia
$3.09M -$47.7K -353 -1%
AWM
600
Axxcess Wealth Management
California
$3.08M -$437K -3,233 -11%