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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
626
AlphaSimPlex Group
Massachusetts
$1.11M -$457K -4,061 -30%
EP
627
Eudaimonia Partners
Tennessee
$1.11M +$65.4K +582 +7%
NS
628
Newman & Schimel
Illinois
$1.11M +$1.05M +9,352 New
CPC
629
Cookson Peirce & Co
Pennsylvania
$1.11M -$38.1K -339 -4%
RRC
630
Relaxing Retirement Coach
Massachusetts
$1.09M -$3.1M -27,577 -75%
CWP
631
Corepath Wealth Partners
Arizona
$1.09M +$1.03M +9,131 New
LF
632
LifeSteps Financial
California
$1.09M -$17.5K -156 -2%
CWM
633
Centric Wealth Management
Illinois
$1.08M +$736K +6,545 +258%
VFM
634
Vivid Financial Management
California
$1.08M +$1.02M +9,056 New
SG
635
StoneX Group
New York
$1.05M -$20.5K -182 -2%
DT
636
Diversified Trust
Tennessee
$1.05M +$34.4K +306 +4%
GCP
637
Gill Capital Partners
Colorado
$1.05M +$645K +5,737 +185%
NB
638
Nicolet Bankshares
Wisconsin
$1.05M -$339K -3,019 -25%
VFA
639
Valeo Financial Advisors
Indiana
$1.05M +$157K +1,400 +19%
NCP
640
NexWave Capital Partners
New York
$1.05M +$989K +8,796 New
MFA
641
Mayflower Financial Advisors
Massachusetts
$1.03M +$977K +8,685 New
LNWWM
642
Laird Norton Wetherby Wealth Management
California
$1.03M +$1.91K +17 +0.2%
FFN
643
Focus Financial Network
Minnesota
$1.02M +$54.3K +483 +6%
TFA
644
Trinity Financial Advisors
Ohio
$1.01M +$956K +8,505 New
WP
645
WealthSource Partners
California
$1.01M -$5.85K -52 -0.6%
WIA
646
World Investment Advisors
California
$1M -$27.4K -244 -3%
CCA
647
Checchi Capital Advisers
California
$1M +$582K +5,180 +161%
BP
648
Broadleaf Partners
Ohio
$999K +$91.8K +816 +11%
NFG
649
Nations Financial Group
Iowa
$997K +$114K +1,015 +14%
AL
650
ADE LLC
Maryland
$997K +$942K +8,380 New