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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DIA
826
Dana Investment Advisors
Wisconsin
$4.69M -$771K -4,097 -14%
LWM
827
Luminvest Wealth Management
Arizona
$4.68M +$884K +4,701 +24%
MA
828
Maxele Advisors
Missouri
$4.67M +$352K +1,871 +8%
LWL
829
Leo Wealth LLC
Texas
$4.66M +$1.72M +9,139 +60%
FWM
830
Fonville Wealth Management
Virginia
$4.65M +$438K +2,331 +11%
FFBTD
831
First Financial Bank - Trust Division
Ohio
$4.65M -$132K -704 -3%
ONB
832
Old National Bancorp
Indiana
$4.64M -$701K -3,726 -13%
BWM
833
Birchcreek Wealth Management
Ohio
$4.63M +$119K +635 +3%
IP
834
Indivisible Partners
Florida
$4.63M +$4.57M +24,283 New
CSPIA
835
Cary Street Partners Investment Advisory
Virginia
$4.61M +$4.39M +23,356 +3,010%
CANC
836
Culbertson A N & Co
Virginia
$4.59M -$10.3K -55 -0.2%
PCA
837
Pallas Capital Advisors
Massachusetts
$4.58M +$823K +4,378 +22%
GJIA
838
Glass Jacobson Investment Advisors
Maryland
$4.58M -$111K -591 -2%
BWM
839
Base Wealth Management
Florida
$4.57M +$431K +2,294 +11%
PFA
840
Perryman Financial Advisory
Texas
$4.56M +$4.5M +23,898 New
HAP
841
Harbor Asset Planning
Massachusetts
$4.53M +$78.4K +417 +2%
AA
842
Auxano Advisors
Washington
$4.53M +$20.7K +110 +0.5%
FNBT
843
FineMark National Bank & Trust
Florida
$4.5M +$723K +3,842 +20%
MC
844
Moors & Cabot
Massachusetts
$4.47M +$1.33M +7,078 +43%
BF
845
Bonfire Financial
Colorado
$4.46M -$333K -1,772 -7%
First Manhattan
846
First Manhattan
New York
$4.45M -$277K -1,475 -6%
RDFA
847
Ritter Daniher Financial Advisory
Ohio
$4.44M -$130K -689 -3%
TFA
848
Trinity Financial Advisors
Ohio
$4.43M -$627K -3,334 -13%
WAS
849
Wealth Advisory Solutions
Indiana
$4.43M +$183K +971 +4%
CCWA
850
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.42M -$219K -1,163 -5%