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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
601
Sax Wealth Advisors
New Jersey
$9.22M +$3.66M +19,483 +68%
CCFM
602
Clear Creek Financial Management
Washington
$9.18M -$288K -1,533 -3%
CBA
603
Coastal Bridge Advisors
Connecticut
$9.15M +$2.8M +14,878 +45%
PFPG
604
Pinnacle Financial Partners (Georgia)
Georgia
$9.12M +$8.98M +47,732 New
PSP
605
Principal Street Partners
Tennessee
$9.11M +$8.97M +47,675 New
SWM
606
Shrier Wealth Management
California
$9.08M +$8.95M +47,557 New
AIM
607
AMI Investment Management
Indiana
$9.08M +$1.27M +6,778 +17%
ICP
608
Interchange Capital Partners
Pennsylvania
$9.05M +$15.2K +81 +0.2%
FCB
609
First County Bank
Connecticut
$9M +$650K +3,454 +8%
TFA
610
TPG Financial Advisors
Oregon
$8.91M +$9.59K +51 +0.1%
VWM
611
Vivid Wealth Management
Iowa
$8.85M +$63.4K +337 +0.7%
GIA
612
Gladstone Institutional Advisory
Florida
$8.83M -$86.9K -462 -1%
SLT
613
St Louis Trust
Missouri
$8.82M -$78.6K -418 -0.9%
ECA
614
Elevated Capital Advisors
Utah
$8.77M -$69K -367 -0.8%
OW
615
Olistico Wealth
Oklahoma
$8.73M +$310K +1,650 +4%
RPWA
616
Regent Peak Wealth Advisors
Georgia
$8.72M -$8.28K -44 -0.1%
VA
617
Vestwell Advisors
New York
$8.69M
DW30
618
Drucker Wealth 3.0
New Jersey
$8.66M -$275K -1,464 -3%
PA
619
Planning Alternatives
Michigan
$8.66M -$348K -1,850 -4%
AWM
620
Accel Wealth Management
Iowa
$8.58M +$558K +2,967 +7%
CPWA
621
Cerro Pacific Wealth Advisors
California
$8.55M -$275K -1,464 -3%
PWC
622
Pathfinder Wealth Consulting
North Carolina
$8.53M +$8.4M +44,664 New
SCM
623
Spreng Capital Management
Ohio
$8.53M +$259K +1,376 +3%
VAS
624
Vestmark Advisory Solutions
Massachusetts
$8.45M +$8.33M +44,260 New
Pathstone Holdings
625
Pathstone Holdings
New Jersey
$8.44M +$17.1K +91 +0.2%