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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
826
AmeriServ Wealth Advisors
Pennsylvania
$1.44M -$455K -3,364 -22%
EWM
827
Evercore Wealth Management
New York
$1.42M +$2.84K +21 +0.2%
AWM
828
Accurate Wealth Management
Florida
$1.42M +$1.19M +8,808 New
PGFC
829
Peapack-Gladstone Financial Corp
New Jersey
$1.42M +$777K +5,746 +100%
PFPT
830
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.42M -$113K -833 -7%
CFFP
831
Center for Financial Planning
Michigan
$1.4M
PWA
832
Physician Wealth Advisors
Utah
$1.4M +$78.9K +584 +6%
LRIA
833
Leonard Rickey Investment Advisors
Washington
$1.39M -$11.1K -82 -0.7%
DIP
834
DT Investment Partners
Pennsylvania
$1.39M
RPG
835
Resource Planning Group
Georgia
$1.38M -$259K -1,915 -15%
RFN
836
RDA Financial Network
Iowa
$1.38M -$101K -745 -6%
LWM
837
Laidlaw Wealth Management
New York
$1.38M -$63.5K -470 -4%
TWM
838
Tradition Wealth Management
Minnesota
$1.37M -$33K -244 -2%
MFA
839
Mayflower Financial Advisors
Massachusetts
$1.37M -$238K -1,763 -14%
WA
840
Wealth Alliance
New York
$1.36M -$116K -857 -7%
KAM
841
KEB Asset Management
Illinois
$1.35M +$185K +1,369 +14%
AIM
842
Acropolis Investment Management
Missouri
$1.34M +$29.1K +215 +2%
VFIC
843
Valley Forge Investment Consultants
Pennsylvania
$1.34M +$10.1K +75 +0.7%
WW
844
Waterfront Wealth
Kansas
$1.33M +$106K +785 +9%
LGWM
845
Litman Gregory Wealth Management
California
$1.32M +$565K +4,178 +64%
PA
846
Paragon Advisors
Texas
$1.32M +$1.44M +10,690 New
NF
847
Norwood Financial
Pennsylvania
$1.31M -$43.3K -320 -3%
Vontobel Holding
848
Vontobel Holding
Switzerland
$1.31M -$378K -2,800 -21%
SFG
849
StrategIQ Financial Group
Indiana
$1.31M +$6.08K +45 +0.4%
DWM
850
Doyle Wealth Management
Florida
$1.3M +$172K +1,269 +14%