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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UFA
851
Uptown Financial Advisors
Texas
$3.51M -$10.6K -61 -0.3%
LC
852
Lindbrook Capital
California
$3.5M +$4.36K +25 +0.1%
ONSWM
853
Old North State Wealth Management
North Carolina
$3.5M -$22K -126 -0.6%
MCM
854
MV Capital Management
Maryland
$3.49M +$659K +3,781 +23%
AWA
855
Arete Wealth Advisors
Illinois
$3.47M +$755K +4,327 +27%
TC
856
Tacita Capital
Ontario, Canada
$3.46M -$172K -988 -5%
TF
857
Theory Financial
Colorado
$3.45M -$48.1K -276 -1%
EAM
858
Evanson Asset Management
California
$3.45M -$201K -1,154 -5%
MIA
859
Milestone Investment Advisors
Wisconsin
$3.44M -$66.4K -381 -2%
SFP
860
Strategic Financial Partners
Oregon
$3.42M -$15K -86 -0.4%
REMPR
861
Roof Eidam Maycock Peralta (REMP)
California
$3.41M +$951K +5,453 +38%
DIP
862
DT Investment Partners
Pennsylvania
$3.38M -$17.3K -99 -0.5%
SWM
863
Segment Wealth Management
Texas
$3.38M
FFG
864
Fiduciary Financial Group
California
$3.38M +$2.42M +13,870 +190%
SAM
865
Sawgrass Asset Management
Florida
$3.36M -$95.9K -550 -3%
LGWM
866
Litman Gregory Wealth Management
California
$3.35M +$174 +1 +0%
NB
867
Nicolet Bankshares
Wisconsin
$3.35M -$26.2K -150 -0.8%
SFC
868
Strategic Financial Concepts
Texas
$3.34M +$303K +1,739 +10%
FWM
869
Forza Wealth Management
Florida
$3.33M +$316K +1,810 +10%
IA
870
Insight Advisors
Pennsylvania
$3.32M +$698 +4 +0%
JIC
871
Joel Isaacson & Co
New York
$3.31M +$977K +5,605 +41%
Empower Advisory Group
872
Empower Advisory Group
Colorado
$3.3M +$121K +691 +4%
FAIM
873
Financial Advocates Investment Management
Washington
$3.28M -$6.01M -34,439 -64%
NAMP
874
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.27M +$242K +1,390 +8%
TL
875
Tradewinds LLC
North Carolina
$3.26M +$1.16M +6,641 +54%