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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
651
Strategic Family Wealth Counselors
New Jersey
$8.6M +$236K +1,180 +3%
FHA
652
Flagship Harbor Advisors
Massachusetts
$8.58M +$981K +4,901 +13%
FGWP
653
Founders Grove Wealth Partners
Virginia
$8.57M +$37.2K +186 +0.4%
VFS
654
Valpey Financial Services
New Hampshire
$8.51M -$110K -547 -1%
HF
655
HRT Financial
New York
$8.5M -$2.53M -12,620 -23%
HR
656
Hardy Reed
Mississippi
$8.49M
APG
657
Abacus Planning Group
South Carolina
$8.44M -$2.96M -14,808 -26%
OW
658
Olistico Wealth
Oklahoma
$8.4M -$585K -2,920 -6%
TGAM
659
TBH Global Asset Management
Tennessee
$8.33M +$8.5M +42,457 New
ICP
660
Interchange Capital Partners
Pennsylvania
$8.27M +$96.3K +481 +1%
CWG
661
Cornerstone Wealth Group
North Carolina
$8.21M +$8.1M +40,469 New
CPA
662
Cardiff Park Advisors
California
$8.18M +$9.41K +47 +0.1%
IW
663
Integrated Wealthcare
North Carolina
$8.16M +$339K +1,695 +4%
IAG
664
Investment Advisory Group
Massachusetts
$8.15M -$23.2K -116 -0.3%
MHS
665
M Holdings Securities
Oregon
$8.15M -$629K -3,143 -7%
APP
666
Avantax Planning Partners
Iowa
$8.1M +$37K +185 +0.4%
Mirae Asset Global Investments
667
Mirae Asset Global Investments
South Korea
$8.04M -$8.41M -42,000 -51%
LL
668
LPWM LLC
Minnesota
$8.04M +$838K +4,183 +11%
BS
669
Brighton Securities
New York
$8.04M +$2.92M +14,562 +55%
HAG
670
HighPoint Advisor Group
Illinois
$8.02M +$46.7K +233 +0.6%
ITB
671
Idaho Trust Bank
Idaho
$8M +$2.72M +13,567 +50%
CPWA
672
Cerro Pacific Wealth Advisors
California
$8M -$802K -4,006 -9%
MYIA
673
Mount Yale Investment Advisors
Colorado
$7.91M +$1.01M +5,049 +14%
WWM
674
Western Wealth Management
Colorado
$7.91M +$4.57M +22,828 +131%
SG
675
Sharper & Granite
California
$7.91M +$73.5K +367 +0.9%