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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
651
Hoge Financial Services
Pennsylvania
$4.67M +$4.39M +31,231 New
OCG
652
Opus Capital Group
Ohio
$4.67M -$150K -1,064 -3%
KWM
653
Kingsview Wealth Management
Oregon
$4.66M -$952K -6,766 -18%
CG
654
Caprock Group
Idaho
$4.66M +$23.6K +168 +0.5%
DWM
655
Defined Wealth Management
Oregon
$4.64M +$71.9K +511 +2%
KFA
656
Kelleher Financial Advisors
New York
$4.63M
EP
657
Eudaimonia Partners
Tennessee
$4.62M +$341K +2,421 +8%
MWM
658
Marietta Wealth Management
Georgia
$4.62M +$23.9K +170 +0.6%
CAL
659
Capital Advisors Ltd
Ohio
$4.61M +$20.1K +143 +0.5%
AWM
660
Accel Wealth Management
Iowa
$4.6M -$25.3K -180 -0.6%
PIA
661
Perennial Investment Advisors
California
$4.6M +$101K +718 +2%
KBC Group
662
KBC Group
Belgium
$4.59M -$42.2K -300 -1%
SL
663
Salomon & Ludwin
Virginia
$4.58M
ECG
664
Edge Capital Group
Georgia
$4.57M +$13.1K +93 +0.3%
SVWAG
665
Sound View Wealth Advisors Group
Georgia
$4.55M -$79.6K -566 -2%
FWP
666
Family Wealth Partners
North Carolina
$4.53M +$4.26M +30,306 New
LL
667
LPWM LLC
Minnesota
$4.52M +$143K +1,013 +3%
SFWC
668
Strategic Family Wealth Counselors
New Jersey
$4.49M +$617K +4,385 +17%
BST
669
Bath Savings Trust
Maine
$4.49M +$238K +1,693 +6%
First Manhattan
670
First Manhattan
New York
$4.48M +$327K +2,324 +8%
ACP
671
Aveo Capital Partners
Colorado
$4.47M -$125K -891 -3%
Prudential Financial
672
Prudential Financial
New Jersey
$4.45M -$290K -2,058 -6%
GP
673
Girard Partners
Pennsylvania
$4.43M -$465K -3,305 -10%
JWA
674
JFS Wealth Advisors
Pennsylvania
$4.43M -$73.3K -521 -2%
BWM
675
Birchcreek Wealth Management
Ohio
$4.42M +$447K +3,180 +12%