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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
676
Clune & Associates
Illinois
$8.93M -$608K -2,914 -7%
HP
677
Holistic Planning
Texas
$8.89M +$992K +4,750 +13%
TCP
678
TMB Capital Partners
Arkansas
$8.87M +$428K +2,051 +5%
WWM
679
Western Wealth Management
Colorado
$8.83M +$46.1K +221 +0.5%
GWP
680
Gateway Wealth Partners
Wisconsin
$8.83M -$6M -28,749 -42%
EA
681
Enclave Advisors
Texas
$8.8M +$8.44M +40,394 New
RFP
682
Root Financial Partners
California
$8.8M +$1.45M +6,938 +21%
SG
683
Sharper & Granite
California
$8.76M -$21.5K -103 -0.3%
DW30
684
Drucker Wealth 3.0
New Jersey
$8.74M -$946K -4,532 -10%
PPA
685
Painted Porch Advisors
California
$8.72M +$50.5K +242 +0.6%
CPWA
686
Cerro Pacific Wealth Advisors
California
$8.67M -$211K -1,009 -2%
MYIA
687
Mount Yale Investment Advisors
Colorado
$8.66M -$125K -597 -1%
BJL
688
Brighton Jones LLC
Washington
$8.66M +$343K +1,644 +4%
SWM
689
SigFig Wealth Management
California
$8.64M -$41.3K -198 -0.5%
IIA
690
IPG Investment Advisors
California
$8.63M +$66.8K +320 +0.8%
AGP
691
Autumn Glory Partners
Texas
$8.63M +$103K +495 +1%
Mirae Asset Global Investments
692
Mirae Asset Global Investments
South Korea
$8.61M -$313K -1,500 -4%
FAM
693
Frontier Asset Management
Wyoming
$8.55M -$214K -1,026 -3%
EAN
694
Excelsior Advisor Network
Colorado
$8.51M +$1.09M +5,236 +15%
Vanguard National Trust
695
Vanguard National Trust
Pennsylvania
$8.49M +$460K +2,204 +6%
BOA
696
Birnam Oak Advisors
New York
$8.47M +$1.23M +5,880 +18%
VA
697
Veratis Advisors
North Carolina
$8.47M +$8.54M +40,894 New
GWM
698
Greenhouse Wealth Management
Connecticut
$8.44M -$5.39M -25,819 -40%
PWAC
699
Private Wealth Advisors (California)
California
$8.44M +$212K +1,016 +3%
AWMS
700
Advocacy Wealth Management Services
Georgia
$8.39M +$2.21M +10,579 +38%