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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
801
Auxano Advisors
Washington
$4.17M -$845 -5 -0%
IVP
802
Intrinsic Value Partners
Arizona
$4.17M +$997K +5,900 +33%
SF
803
Synovus Financial
Georgia
$4.16M +$322K +1,906 +9%
LF
804
LifeSteps Financial
California
$4.15M +$519K +3,070 +15%
HAP
805
Harbor Asset Planning
Massachusetts
$4.13M +$3.94M +23,339 New
WFAG
806
Wescott Financial Advisory Group
Pennsylvania
$4.12M -$293K -1,734 -7%
AF
807
Apexium Financial
Texas
$4.1M -$499K -2,956 -11%
BWM
808
Birchcreek Wealth Management
Ohio
$4.1M -$77.7K -460 -2%
LWL
809
Leo Wealth LLC
Texas
$4.1M +$1.45M +8,600 +59%
AIM
810
Acropolis Investment Management
Missouri
$4.07M +$318K +1,881 +9%
WA
811
Waddell & Associates
Tennessee
$4.03M +$896K +5,306 +30%
AC
812
AlphaCore Capital
California
$4.03M +$3.04M +17,980 +383%
EWA
813
Emergent Wealth Advisors
New York
$4.02M +$81.9K +485 +2%
Empower Advisory Group
814
Empower Advisory Group
Colorado
$4.01M +$602K +3,566 +19%
VT
815
Vise Technologies
New York
$3.99M +$3.81M +22,574 New
SWGC
816
Summit Wealth Group (Colorado)
Colorado
$3.99M +$3.79M +22,429 New
NAMNJ
817
NorthStar Asset Management (New Jersey)
New Jersey
$3.98M +$79.7K +472 +2%
FIA
818
Foundations Investment Advisors
Arizona
$3.98M -$6.31M -37,381 -62%
HWA
819
Hillcrest Wealth Advisors
New Jersey
$3.98M -$248K -1,470 -6%
IAA
820
Independent Advisor Alliance
North Carolina
$3.97M -$66.2K -392 -2%
NPT
821
National Philanthropic Trust
Pennsylvania
$3.97M
DI
822
Disciplined Investments
Oklahoma
$3.97M +$24.8K +147 +0.7%
REMPR
823
Roof Eidam Maycock Peralta (REMP)
California
$3.94M +$438K +2,595 +13%
MA
824
Maxele Advisors
Missouri
$3.93M +$181K +1,070 +5%
CGL
825
Clarius Group LLC
Washington
$3.91M