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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
651
Nisa Investment Advisors
Missouri
$6.32M
FLA
652
Financial Life Advisors
Texas
$6.32M -$90K -516 -1%
SB
653
Simmons Bank
Arkansas
$6.24M -$105K -603 -2%
PFM
654
Phillips Financial Management
Indiana
$6.2M +$143K +820 +2%
FHA
655
Flagship Harbor Advisors
Massachusetts
$6.19M +$24.9K +143 +0.4%
GWM
656
GSB Wealth Management
Connecticut
$6.17M -$155K -886 -2%
NEWAS
657
N.E.W. Advisory Services
Wisconsin
$6.16M +$1.14M +6,549 +23%
EC
658
Estate Counselors
Wisconsin
$6.15M +$5.27M +30,200 +560%
FA
659
Flagstar Advisors
New York
$6.14M -$545K -3,124 -8%
MWM
660
Marietta Wealth Management
Georgia
$6.14M +$402K +2,306 +7%
IAS
661
Insigneo Advisory Services
Florida
$6.12M +$247K +1,417 +4%
BFA
662
Beaumont Financial Advisors
Massachusetts
$6.11M +$39.8K +228 +0.6%
VCA
663
Verdence Capital Advisors
Maryland
$6.05M +$224K +1,287 +4%
AC
664
Avant Capital
Louisiana
$6.01M +$192K +1,100 +3%
ES
665
Eagle Strategies
New York
$6M +$721K +4,133 +14%
MWA
666
Martel Wealth Advisors
Washington
$5.96M -$50.6K -290 -0.8%
F4L
667
Fortune 45 LLC
Louisiana
$5.96M +$4.44M +25,453 +281%
SG
668
StoneX Group
New York
$5.96M +$1.26M +7,199 +26%
SWM
669
SigFig Wealth Management
California
$5.94M +$195K +1,116 +3%
WIA
670
Wealthedge Investment Advisors
New York
$5.93M -$1.38M -7,924 -19%
RA
671
Riversedge Advisors
Delaware
$5.89M +$554K +3,175 +10%
FA
672
Fermata Advisors
California
$5.88M -$1.7M -9,744 -22%
TC
673
TFR Capital
Texas
$5.87M -$2.1M -12,053 -26%
IIC
674
Integrated Investment Consultants
Michigan
$5.86M -$65.4K -375 -1%
JBW
675
Journey Beyond Wealth
Georgia
$5.84M +$53.2K +305 +0.9%