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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
651
Center for Financial Planning
Michigan
$1.53M
BWM
652
BCS Wealth Management
Tennessee
$1.5M +$1.54M +11,041 New
SG
653
StoneX Group
New York
$1.48M +$76.4K +549 +5%
KP
654
Keel Point
Alabama
$1.47M +$183K +1,314 +14%
CWP
655
Corepath Wealth Partners
Arizona
$1.46M +$23.9K +172 +2%
THWM
656
Taylor Hoffman Wealth Management
Virginia
$1.46M +$53.5K +384 +4%
PFPT
657
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.46M +$308K +2,215 +26%
BBW
658
Blue Barn Wealth
Utah
$1.45M -$8.91K -64 -0.6%
RFN
659
RDA Financial Network
Iowa
$1.45M +$3.62K +26 +0.2%
FANJ
660
Financial Architects (New Jersey)
New Jersey
$1.45M +$106K +759 +8%
LA
661
Latitude Advisors
Florida
$1.45M +$731K +5,253 +97%
HSWM
662
Hubbell Strickland Wealth Management
Louisiana
$1.44M +$11.4K +82 +0.8%
CM
663
Columbus Macro
Pennsylvania
$1.43M
CIAS
664
CFS Investment Advisory Services
New Jersey
$1.43M +$1.47M +10,551 New
SIM
665
Stratos Investment Management
Ohio
$1.42M +$1.47M +10,522 New
Millennium Management
666
Millennium Management
New York
$1.42M +$1.46M +10,471 New
WFS
667
Weitzel Financial Services
Iowa
$1.41M +$105K +757 +8%
GCA
668
Gradient Capital Advisors
California
$1.41M +$209K +1,503 +17%
AIA
669
Arbor Investment Advisors
North Carolina
$1.4M +$22.6K +162 +2%
GT
670
Greenleaf Trust
Michigan
$1.38M +$212K +1,519 +18%
JHCP
671
Jackson Hole Capital Partners
Oklahoma
$1.38M
DIP
672
DT Investment Partners
Pennsylvania
$1.37M -$3.34K -24 -0.2%
OWA
673
Outlook Wealth Advisors
Texas
$1.37M -$6.13K -44 -0.4%
SCM
674
Southport Capital Management
Tennessee
$1.35M -$17.1K -123 -1%
SAMT
675
Select Asset Management & Trust
Pennsylvania
$1.35M -$210K -1,510 -13%