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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
726
Principle Wealth Partners
Connecticut
$1.79M -$28.6K -200 -2%
LA
727
Latitude Advisors
Florida
$1.78M +$204K +1,430 +13%
KLI
728
Kelman-Lazarov Inc
Tennessee
$1.77M +$10.6K +74 +0.6%
SFA
729
Sequoia Financial Advisors
Ohio
$1.77M +$1.72M +12,042 New
SFPM
730
Sensible Financial Planning & Management
Massachusetts
$1.76M +$73.7K +516 +5%
MWM
731
Maripau Wealth Management
Indiana
$1.76M +$1.71M +11,959 New
IFPL
732
Investments & Financial Planning LLC
Kentucky
$1.75M +$1.7M +11,911 New
TAM
733
Tocqueville Asset Management
New York
$1.75M +$1K +7 +0.1%
KeyBank National Association
734
KeyBank National Association
Ohio
$1.71M +$39K +273 +2%
BWM
735
BCS Wealth Management
Tennessee
$1.7M +$70.4K +493 +4%
GFS
736
GYL Financial Synergies
Connecticut
$1.69M +$1.64M +11,505 New
EWM
737
Evercore Wealth Management
New York
$1.69M -$140K -982 -8%
LRIA
738
Leonard Rickey Investment Advisors
Washington
$1.69M +$857 +6 +0.1%
Aristotle Capital Management
739
Aristotle Capital Management
California
$1.68M +$1.63M +11,443 New
LNWWM
740
Laird Norton Wetherby Wealth Management
California
$1.68M +$571 +4 +0%
AIA
741
AIMZ Investment Advisors
California
$1.68M +$243K +1,702 +18%
OPW
742
Oxler Private Wealth
New York
$1.67M +$8.43K +59 +0.5%
VFIC
743
Valley Forge Investment Consultants
Pennsylvania
$1.67M +$1.71K +12 +0.1%
NF
744
Norwood Financial
Pennsylvania
$1.67M +$1.62M +11,343 New
RFN
745
RDA Financial Network
Iowa
$1.65M +$79K +553 +5%
CWP
746
Corepath Wealth Partners
Arizona
$1.65M +$62.8K +440 +4%
CFFP
747
Center for Financial Planning
Michigan
$1.65M -$12.3K -86 -0.8%
SG
748
StoneX Group
New York
$1.64M +$31K +217 +2%
GCA
749
Gradient Capital Advisors
California
$1.63M +$103K +719 +7%
EFA
750
Evernest Financial Advisors
Indiana
$1.61M +$1.51M +10,563 New