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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Insigneo Advisory Services
651
Insigneo Advisory Services
Florida
$4.98M +$160 +1 +0%
LL
652
LPWM LLC
Minnesota
$4.95M +$14.1K +88 +0.3%
SJGA
653
Stephen J. Garry & Associates
New York
$4.94M -$456K -2,855 -8%
AWM
654
Accel Wealth Management
Iowa
$4.93M +$7.35K +46 +0.1%
Good Life Advisors
655
Good Life Advisors
Pennsylvania
$4.91M +$223K +1,398 +5%
Riversedge Advisors
656
Riversedge Advisors
Delaware
$4.89M -$399K -2,498 -8%
Johnson Investment Counsel
657
Johnson Investment Counsel
Ohio
$4.81M -$122K -763 -2%
GB
658
Gunma Bank
Japan
$4.81M +$1.6M +10,000 +50%
Independent Advisor Alliance
659
Independent Advisor Alliance
North Carolina
$4.8M +$505K +3,161 +12%
FWP
660
Family Wealth Partners
North Carolina
$4.79M +$462K +2,890 +11%
DWM
661
Defined Wealth Management
Oregon
$4.76M -$46.5K -291 -1%
AI
662
ArchPoint Investors
Florida
$4.76M – – –
Syon Capital
663
Syon Capital
California
$4.75M +$79.9K +500 +2%
CLA (CliftonLarsonAllen) Wealth Advisors
664
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.75M -$51.9K -325 -1%
CB
665
Chris Bulman
California
$4.72M +$4.7M +29,415 New
Opus Capital Group
666
Opus Capital Group
Ohio
$4.72M -$141K -880 -3%
ALC
667
Alexander Labrunerie & Co
Missouri
$4.71M +$21.7K +136 +0.5%
LSA
668
Lansing Street Advisors
Pennsylvania
$4.7M +$563K +3,521 +14%
Diversified Trust
669
Diversified Trust
Tennessee
$4.7M -$21.4K -134 -0.5%
Foundations Investment Advisors
670
Foundations Investment Advisors
Arizona
$4.7M -$212K -1,326 -4%
Raymond James Trust
671
Raymond James Trust
Florida
$4.7M +$222K +1,389 +5%
Montag & Associates
672
Montag & Associates
Georgia
$4.69M -$29.7K -186 -0.6%
SGWM
673
Sterling Group Wealth Management
California
$4.66M +$4.64M +29,030 New
DT Investment Partners
674
DT Investment Partners
Pennsylvania
$4.65M -$22.7K -142 -0.5%
IIA
675
IPG Investment Advisors
California
$4.61M +$189K +1,184 +4%