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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HF
601
Halpern Financial
Virginia
$5.72M +$3.47M +24,629 +180%
OC
602
Oppenheimer & Co
New York
$5.7M +$624K +4,432 +13%
NF
603
Nikulski Financial
Iowa
$5.69M -$258K -1,836 -5%
CWM
604
Connecticut Wealth Management
Connecticut
$5.62M +$643K +4,568 +14%
PFM
605
Phillips Financial Management
Indiana
$5.61M +$138K +983 +3%
GWM
606
GoalFusion Wealth Management
Texas
$5.59M +$171K +1,213 +3%
AWP
607
Ascent Wealth Partners
New York
$5.56M -$2.21M -15,710 -30%
FM
608
Family Management
New York
$5.53M +$4.78M +33,961 +1,126%
RG
609
Retirement Group
California
$5.52M -$93.4K -664 -2%
TA
610
TKG Advisors
Indiana
$5.51M -$31.5K -224 -0.6%
KOC
611
Koss-Olinger Consulting
Florida
$5.51M -$2.73M -19,389 -34%
OIA
612
OneDigital Investment Advisors
Kansas
$5.47M +$1.19M +8,454 +30%
WPWM
613
Windward Private Wealth Management
Kansas
$5.43M -$410K -2,913 -7%
VIA
614
Vantagepoint Investment Advisers
District of Columbia
$5.43M
FA
615
Fountainhead AM
New Jersey
$5.42M +$553K +3,929 +12%
DFG
616
Delta Financial Group
New Jersey
$5.42M +$418K +2,974 +9%
TFGT
617
TS Financial Group (TSFG)
Illinois
$5.39M -$1.2M -8,540 -19%
EFS
618
Econ Financial Services
Pennsylvania
$5.3M +$134K +950 +3%
ML
619
Mayport LLC
Massachusetts
$5.3M +$647K +4,600 +15%
ACA
620
Atlas Capital Advisors
Wyoming
$5.29M -$33.1K -235 -0.7%
CAG
621
Csenge Advisory Group
Florida
$5.28M -$356K -2,533 -7%
LSAG
622
Lake Street Advisors Group
New Hampshire
$5.21M +$65.1K +463 +1%
OPCM
623
Osborne Partners Capital Management
California
$5.18M +$188K +1,339 +4%
Millennium Management
624
Millennium Management
New York
$5.17M -$10.6M -75,550 -69%
IIC
625
Integrated Investment Consultants
Michigan
$5.16M -$256K -1,818 -5%