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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
701
Raymond James Trust
Florida
$3.17M +$988K +7,170 +47%
GA
702
GFS Advisors
Texas
$3.16M -$3.86K -28 -0.1%
CANC
703
Culbertson A N & Co
Virginia
$3.16M -$34.8K -253 -1%
PFWA
704
Paces Ferry Wealth Advisors
Georgia
$3.15M +$81.5K +592 +3%
PIA
705
Perennial Investment Advisors
California
$3.14M +$701K +5,092 +30%
ML
706
Mayport LLC
Massachusetts
$3.13M +$275K +1,997 +10%
TFP
707
Triune Financial Partners
Kansas
$3.1M +$2.34K +17 +0.1%
COCM
708
Charter Oak Capital Management
New Hampshire
$3.1M -$82.8K -601 -3%
TC
709
Tacita Capital
Ontario, Canada
$3.09M -$652K -4,730 -18%
FH
710
FWG Holdings
Florida
$3.09M -$922K -6,695 -23%
WAM
711
WNY Asset Management
New York
$3.09M -$200K -1,449 -6%
TFA
712
Tobias Financial Advisors
Florida
$3.09M -$1.11M -8,090 -27%
GLA
713
Great Lakes Advisors
Illinois
$3.08M +$144K +1,043 +5%
GJIA
714
Glass Jacobson Investment Advisors
Maryland
$3.07M +$3.02M +21,895 New
DT
715
Diversified Trust
Tennessee
$3.06M +$506K +3,671 +20%
LAM
716
LifePro Asset Management
California
$3.06M +$3M +21,782 New
AWA
717
Amplius Wealth Advisors
Pennsylvania
$3.05M -$57.3K -416 -2%
MWM
718
Meridian Wealth Management
Kentucky
$3.04M +$150K +1,087 +5%
SFS
719
Security Financial Services
Indiana
$3.03M +$17.1K +124 +0.6%
LFAS
720
Level Four Advisory Services
Texas
$3.03M +$1.15M +8,346 +63%
BAG
721
Bridgewealth Advisory Group
California
$3.02M +$2.96M +21,520 New
JCM
722
Jacobi Capital Management
Pennsylvania
$3M +$161K +1,168 +6%
CCFM
723
Clear Creek Financial Management
Washington
$2.99M -$141K -1,024 -5%
AB
724
Atlas Brown
Kentucky
$2.96M -$108K -787 -4%
AL
725
ACAS LLC
California
$2.93M +$2.88M +20,877 New