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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MLFP
851
MPS Loria Financial Planners
Illinois
$222K +$219K +2,227 New
LFA
852
Landmark Financial Advisors
Kentucky
$221K +$98 +1 +0%
BOS
853
Bingham Osborn & Scarborough
California
$221K +$218K +2,220 New
RDWM
854
Red Door Wealth Management
Tennessee
$220K +$25.4K +259 +13%
M
855
MOTCO
Texas
$217K -$6.67K -68 -3%
SAM
856
S.A. Mason
Michigan
$217K – – –
EWM
857
EPG Wealth Management
Georgia
$213K -$19.9K -203 -9%
CAS
858
Cascadia Advisory Services
Oregon
$213K +$209K +2,134 New
F.L. Putnam Investment Management
859
F.L. Putnam Investment Management
Massachusetts
$212K +$209K +2,130 New
MWC
860
MKD Wealth Coaches
Michigan
$212K +$209K +2,131 New
WB
861
West Bancorporation
Iowa
$211K +$95.8K +976 +85%
PA
862
PFG Advisors
Arizona
$209K +$205K +2,086 New
ISWM
863
Independent Solutions Wealth Management
New York
$209K +$205K +2,094 New
Lazard Asset Management
864
Lazard Asset Management
New York
$204K – – –
AWM
865
Aprio Wealth Management
Georgia
$201K +$198K +2,019 New
KFI
866
Key Financial Inc
Pennsylvania
$200K +$3.04K +31 +2%
RF
867
RHS Financial
California
$200K +$197K +2,010 New
IFG
868
Investors Financial Group
Minnesota
$200K +$198K +2,013 New
PGAM
869
Princeton Global Asset Management
New Jersey
$199K +$196K +2,000 New
Simplex Trading
870
Simplex Trading
Illinois
$192K +$190K +1,933 New
EFSCE
871
Enterprise Financial Services Corp (EFSC)
Missouri
$190K -$2.06K -21 -1%
GEA
872
Glen Eagle Advisors
New Jersey
$183K -$6.87K -70 -4%
JSL
873
JT Stratford LLC
Georgia
$180K +$177K +1,804 New
RWM
874
Raffa Wealth Management
District of Columbia
$175K +$1.47K +15 +0.9%
WEC
875
Winslow Evans & Crocker
Massachusetts
$173K -$2.55K -26 -1%