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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
826
MCF Advisors
Kentucky
$3.34M -$2.68K -16 -0.1%
AF
827
Advisornet Financial
Minnesota
$3.33M +$28.6K +171 +0.9%
PWP
828
Principle Wealth Partners
Connecticut
$3.33M +$282K +1,685 +10%
SMA
829
Sage Mountain Advisors
Georgia
$3.3M
NWM
830
Northwest Wealth Management
Iowa
$3.29M -$44K -263 -1%
RIA
831
Regal Investment Advisors
Michigan
$3.27M -$111K -661 -3%
Citadel Advisors
832
Citadel Advisors
Florida
$3.27M -$979K -5,845 -24%
SSWM
833
Sheets Smith Wealth Management
North Carolina
$3.26M +$10.2K +61 +0.3%
Empower Advisory Group
834
Empower Advisory Group
Colorado
$3.24M -$167K -997 -5%
LIM
835
Leavell Investment Management
Alabama
$3.24M +$570K +3,405 +22%
FA
836
FDx Advisors
Illinois
$3.23M -$9.54K -57 -0.3%
KCIC
837
Kuhn & Co Investment Counsel
Illinois
$3.23M -$6.7K -40 -0.2%
LIA
838
LifePlan Investment Advisors
North Carolina
$3.22M +$547K +3,268 +22%
CIC
839
Carnegie Investment Counsel
Ohio
$3.21M -$105K -627 -3%
IAA
840
Independent Advisor Alliance
North Carolina
$3.2M -$1.95M -11,628 -39%
LWM
841
Luminvest Wealth Management
Arizona
$3.19M +$66.5K +397 +2%
CSB
842
City State Bank
Iowa
$3.17M +$177K +1,060 +6%
WAS
843
Wealth Advisory Solutions
Indiana
$3.16M +$167 +1 +0%
MWA
844
Moser Wealth Advisors
Washington
$3.16M +$1.34K +8 +0%
SC
845
SouthState Corp
Florida
$3.15M +$92.1K +550 +3%
MA
846
MONECO Advisors
Connecticut
$3.12M -$226K -1,350 -7%
CWM
847
Chemistry Wealth Management
New York
$3.12M +$115K +688 +4%
LWL
848
Leo Wealth LLC
Texas
$3.11M +$263K +1,570 +10%
LWM
849
Liberty Wealth Management
California
$3.11M -$137K -818 -4%
WA
850
Waddell & Associates
Tennessee
$3.08M -$38K -227 -1%