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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
751
Level Financial Advisors
New York
$3.54M +$48.7K +346 +1%
SAM
752
Sawgrass Asset Management
Florida
$3.53M -$108K -770 -3%
LFAS
753
Level Four Advisory Services
Texas
$3.52M -$116K -823 -3%
AA
754
Auxano Advisors
Washington
$3.52M
C
755
CEDRUS
Colorado
$3.51M +$193K +1,369 +6%
TW
756
TritonPoint Wealth
Maryland
$3.5M +$3.29M +23,406 New
NPT
757
National Philanthropic Trust
Pennsylvania
$3.42M +$3.22M +22,884 New
AIM
758
AMI Investment Management
Indiana
$3.42M -$1.01M -7,167 -24%
NAMNJ
759
NorthStar Asset Management (New Jersey)
New Jersey
$3.42M +$3.22M +22,861 New
WIA
760
World Investment Advisors
California
$3.4M +$163K +1,160 +5%
OSAM
761
O'Shaughnessy Asset Management
Connecticut
$3.4M +$123K +873 +4%
DTC
762
Davidson Trust Company
Washington
$3.4M -$27K -192 -0.8%
AWE
763
Avidian Wealth Enterprises
Texas
$3.4M +$449K +3,191 +16%
JGC
764
J. Goldman & Co
New York
$3.4M +$3.2M +22,711 New
MW
765
Marcum Wealth
Ohio
$3.39M +$274K +1,944 +9%
Empower Advisory Group
766
Empower Advisory Group
Colorado
$3.39M -$299K -2,126 -9%
MFT
767
Moisand Fitzgerald Tamayo
Florida
$3.39M -$53.6K -381 -2%
CANC
768
Culbertson A N & Co
Virginia
$3.37M +$11.7K +83 +0.4%
KJWM
769
Kiley Juergens Wealth Management
Washington
$3.36M +$74.1K +527 +2%
TCMP
770
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.36M -$538K -3,826 -15%
ACM
771
AUA Capital Management
Pennsylvania
$3.35M +$878K +6,243 +39%
PFWA
772
Paces Ferry Wealth Advisors
Georgia
$3.35M -$29.7K -211 -0.9%
FFWM
773
Future Financial Wealth Management
Ohio
$3.35M +$15.6K +111 +0.5%
DIP
774
DT Investment Partners
Pennsylvania
$3.3M +$1.47M +10,432 +93%
BMCM
775
Bryn Mawr Capital Management
Pennsylvania
$3.3M +$182K +1,293 +6%