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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
601
PrairieView Wealth Partners
Illinois
$10.2M +$119K +595 +1%
PA
602
PFG Advisors
Arizona
$10.1M -$275K -1,374 -3%
RFA
603
Register Financial Advisors
Georgia
$10.1M +$337K +1,683 +3%
LFA
604
Level Financial Advisors
New York
$10.1M +$607K +3,031 +6%
PSCM
605
Per Stirling Capital Management
Texas
$10.1M -$528K -2,639 -5%
TRCT
606
Tower Research Capital (TRC)
New York
$10M +$10.2M +51,021 +231,914%
BP
607
Ballentine Partners
Massachusetts
$9.9M +$1.88M +9,403 +23%
PIA
608
Perennial Investment Advisors
California
$9.82M +$181K +905 +2%
PRP
609
Peak Retirement Planning
Ohio
$9.8M +$3.52M +17,583 +54%
VA
610
Vestwell Advisors
New York
$9.8M
GAM
611
Grandview Asset Management
Pennsylvania
$9.79M +$3.34M +16,688 +51%
VT
612
Vise Technologies
New York
$9.76M
AIM
613
AMI Investment Management
Indiana
$9.75M +$429K +2,141 +5%
CWAI
614
Core Wealth Advisors (Indiana)
Indiana
$9.71M -$990K -4,943 -9%
CCAM
615
Cascades Capital Asset Management
North Carolina
$9.67M +$3.02M +15,106 +44%
BW
616
Bravera Wealth
North Dakota
$9.67M +$2.06M +10,289 +26%
JFG
617
JMG Financial Group
Illinois
$9.59M -$59.3K -296 -0.6%
PA
618
Pinnacle Associates
New York
$9.58M +$50.1K +250 +0.5%
HNB
619
Huntington National Bank
Ohio
$9.54M +$348K +1,739 New
LSA
620
Lansing Street Advisors
Pennsylvania
$9.53M +$53.5K +267 +0.6%
CCA
621
Cypress Capital Advisors
Tennessee
$9.43M +$2.86M +14,305 +42%
PSP
622
Principal Street Partners
Tennessee
$9.4M +$50.3K +251 +0.5%
CFP
623
Curran Financial Partners
South Carolina
$9.39M +$2.48M +12,384 +35%
Pathstone Holdings
624
Pathstone Holdings
New Jersey
$9.37M +$720K +3,595 +8%
AWM
625
Accel Wealth Management
Iowa
$9.36M +$548K +2,738 +6%