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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Roundview Capital
651
Roundview Capital
New Jersey
$1.66M -$550 -4 -0%
SFPM
652
Sensible Financial Planning & Management
Massachusetts
$1.65M -$157K -1,145 -9%
Tocqueville Asset Management
653
Tocqueville Asset Management
New York
$1.65M -$27.1K -197 -2%
Voya Financial Advisors
654
Voya Financial Advisors
Connecticut
$1.64M -$30.3M -220,433 -95%
VFIC
655
Valley Forge Investment Consultants
Pennsylvania
$1.64M +$77.8K +566 +5%
FH
656
FWG Holdings
Florida
$1.62M +$1.62M +11,800 New
HIGP
657
Hill Investment Group Partners
Missouri
$1.61M +$1.61M +11,720 New
Institutional & Family Asset Management
658
Institutional & Family Asset Management
Colorado
$1.6M -$49.5K -360 -3%
Vestmark Advisory Solutions
659
Vestmark Advisory Solutions
Massachusetts
$1.6M -$221K -1,611 -12%
Leonard Rickey Investment Advisors
660
Leonard Rickey Investment Advisors
Washington
$1.59M -$17K -124 -1%
SAMT
661
Select Asset Management & Trust
Pennsylvania
$1.58M -$135K -980 -8%
Magnus Financial Group
662
Magnus Financial Group
New York
$1.57M +$65.3K +475 +4%
OPW
663
Oxler Private Wealth
New York
$1.56M +$326K +2,370 +26%
Center for Financial Planning
664
Center for Financial Planning
Michigan
$1.55M – – –
Cookson Peirce & Co
665
Cookson Peirce & Co
Pennsylvania
$1.55M +$294K +2,139 +23%
Diversified Trust
666
Diversified Trust
Tennessee
$1.55M +$203K +1,480 +15%
Strategic Blueprint
667
Strategic Blueprint
Georgia
$1.5M +$989K +7,198 +195%
Jane Street
668
Jane Street
New York
$1.49M +$924K +6,727 +163%
BBW
669
Blue Barn Wealth
Utah
$1.48M +$1.48M +10,807 New
Montag & Associates
670
Montag & Associates
Georgia
$1.48M +$1.39M +10,128 +1,578%
CWP
671
Corepath Wealth Partners
Arizona
$1.46M +$50.2K +365 +4%
RFN
672
RDA Financial Network
Iowa
$1.46M +$9.07K +66 +0.6%
Columbus Macro
673
Columbus Macro
Pennsylvania
$1.45M – – –
HSWM
674
Hubbell Strickland Wealth Management
Louisiana
$1.45M +$6.18K +45 +0.4%
WFWM
675
Wechter Feldman Wealth Management
New Jersey
$1.44M +$1.44M +10,514 New