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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FGWP
651
Founders Grove Wealth Partners
Virginia
$9.7M +$174K +835 +2%
ES
652
Eagle Strategies
New York
$9.69M +$1.72M +8,242 +23%
CCA
653
Clarity Capital Advisors
Florida
$9.63M +$872K +4,176 +10%
GP
654
GLR Partners
Maryland
$9.61M -$131K -627 -1%
ITB
655
Idaho Trust Bank
Idaho
$9.58M +$665K +3,183 +8%
TI
656
Tidal Investments
Wisconsin
$9.56M +$3.81M +18,227 +71%
RPWA
657
Regent Peak Wealth Advisors
Georgia
$9.56M -$93.1K -446 -1%
ICP
658
Interchange Capital Partners
Pennsylvania
$9.5M -$894K -4,279 -9%
HR
659
Hardy Reed
Mississippi
$9.44M +$11.5K +55 +0.1%
MCM
660
Manchester Capital Management
Vermont
$9.41M -$762K -3,649 -8%
MBI
661
May Barnhard Investments
Maryland
$9.35M +$721K +3,454 +9%
OW
662
Olistico Wealth
Oklahoma
$9.33M +$35.1M +168,133 +393%
BS
663
Brighton Securities
New York
$9.28M +$334K +1,598 +4%
TFA
664
TPG Financial Advisors
Oregon
$9.21M -$340K -1,626 -4%
ALC
665
Alexander Labrunerie & Co
Missouri
$9.19M +$2.05M +9,816 +30%
IW
666
Integrated Wealthcare
North Carolina
$9.18M +$119K +571 +1%
IFG
667
Independent Financial Group
California
$9.17M +$1.11M +5,308 +14%
VFS
668
Valpey Financial Services
New Hampshire
$9.16M -$281K -1,344 -3%
CSPIA
669
Cary Street Partners Investment Advisory
Virginia
$9.16M +$2.4M +11,512 +38%
TGAM
670
TBH Global Asset Management
Tennessee
$9.14M -$110K -527 -1%
STA
671
Summit Trail Advisors
New York
$9.11M +$434K +2,077 +5%
IAG
672
Investment Advisory Group
Massachusetts
$9.06M +$13.4K +64 +0.2%
CWG
673
Cornerstone Wealth Group
North Carolina
$9.03M +$201K +963 +2%
APP
674
Avantax Planning Partners
Iowa
$8.99M -$7.31K -35 -0.1%
WIA
675
Wealthedge Investment Advisors
New York
$8.95M +$1.24M +5,928 +17%