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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GT
851
Glenview Trust
Kentucky
$3.3M +$57.9K +330 +2%
LSAG
852
Lake Street Advisors Group
New Hampshire
$3.29M -$389K -2,218 -10%
LGWM
853
Litman Gregory Wealth Management
California
$3.29M +$736K +4,195 +28%
MA
854
MCF Advisors
Kentucky
$3.27M +$27.6K +157 +0.8%
KCIC
855
Kuhn & Co Investment Counsel
Illinois
$3.27M +$141K +802 +4%
CA
856
Cornerstone Advisory
Maryland
$3.26M -$185K -1,055 -5%
JFG
857
Jefferies Financial Group
New York
$3.26M +$3.38M +19,253 New
HH
858
Hilltop Holdings
Texas
$3.26M +$296K +1,688 +10%
IA
859
Insight Advisors
Pennsylvania
$3.25M -$89K -507 -3%
MWA
860
Moser Wealth Advisors
Washington
$3.24M +$183K +1,044 +6%
MW
861
Maia Wealth
Colorado
$3.23M +$470K +2,677 +17%
CSB
862
City State Bank
Iowa
$3.22M +$154K +875 +5%
CCFM
863
Clear Creek Financial Management
Washington
$3.22M +$303K +1,727 +10%
CIC
864
Carnegie Investment Counsel
Ohio
$3.21M +$103K +585 +3%
AIM
865
AMI Investment Management
Indiana
$3.2M -$370K -2,107 -10%
UAG
866
United Advisor Group
Ohio
$3.18M +$1.04M +5,953 +46%
SSWM
867
Sheets Smith Wealth Management
North Carolina
$3.16M -$5.62K -32 -0.2%
MA
868
MONECO Advisors
Connecticut
$3.16M +$136K +777 +4%
LIM
869
Leavell Investment Management
Alabama
$3.15M +$9.13K +52 +0.3%
CAG
870
Compass Advisory Group
New York
$3.15M -$645K -3,676 -16%
PWP
871
Principle Wealth Partners
Connecticut
$3.13M -$97.4K -555 -3%
WAS
872
Wealth Advisory Solutions
Indiana
$3.13M +$68.1K +388 +2%
WFS
873
Weitzel Financial Services
Iowa
$3.13M +$118K +670 +4%
Empower Advisory Group
874
Empower Advisory Group
Colorado
$3.12M -$29K -165 -0.9%
MAM
875
Marotta Asset Management
Virginia
$3.11M -$304K -1,730 -9%