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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KJWM
851
Kiley Juergens Wealth Management
Washington
$4.94M -$298K -1,488 -6%
RCAG
852
Rehmann Capital Advisory Group
Michigan
$4.94M -$39.4K -197 -0.8%
DIA
853
Dana Investment Advisors
Wisconsin
$4.94M +$125K +626 +3%
RFC
854
Regions Financial Corp
Alabama
$4.92M +$1.23M +6,129 +32%
OCWP
855
Owl Creek Wealth Partners
Colorado
$4.92M +$5.02M +25,052 New
SCTC
856
Sanibel Captiva Trust Company
Florida
$4.9M +$525K +2,621 +12%
CF
857
Calder Financial
Pennsylvania
$4.87M -$127K -636 -3%
IAA
858
Ironsides Asset Advisors
North Carolina
$4.87M
WPA
859
Wealth Preservation Advisors
Tennessee
$4.87M -$1.01M -5,054 -17%
HAP
860
Harbor Asset Planning
Massachusetts
$4.87M +$216K +1,081 +5%
MCA
861
Magnolia Capital Advisors
Mississippi
$4.86M -$5.16M -25,775 -51%
BAM
862
Beaumont Asset Management
Texas
$4.85M -$117K -584 -2%
Bank of Nova Scotia
863
Bank of Nova Scotia
Ontario, Canada
$4.82M +$4.92M +24,570 New
WAS
864
Wealth Advisory Solutions
Indiana
$4.82M +$268K +1,339 +6%
MCC
865
Money Concepts Capital
Florida
$4.81M -$25.6K -128 -0.5%
LF
866
LifeSteps Financial
California
$4.78M -$79.7K -398 -2%
GLA
867
Great Lakes Advisors
Illinois
$4.75M -$968K -4,837 -17%
PFA
868
Perryman Financial Advisory
Texas
$4.74M +$47.7K +238 +1%
SMC
869
Smith, Moore & Co
Missouri
$4.72M +$2.24M +11,189 +87%
BWM
870
Birchcreek Wealth Management
Ohio
$4.72M -$41.6K -208 -0.9%
IP
871
Indivisible Partners
Florida
$4.7M -$50.5K -252 -1%
KOC
872
Koss-Olinger Consulting
Florida
$4.69M -$1.04M -5,184 -18%
GJIA
873
Glass Jacobson Investment Advisors
Maryland
$4.68M -$19.2K -96 -0.4%
MSFS
874
Main Street Financial Solutions
Pennsylvania
$4.67M +$235K +1,172 +5%
FFBTD
875
First Financial Bank - Trust Division
Ohio
$4.63M -$148K -738 -3%