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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAMP
876
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.84M +$264K +1,900 +17%
SFPM
877
Sensible Financial Planning & Management
Massachusetts
$1.82M -$295K -2,121 -14%
KFP
878
KMG Fiduciary Partners
Ohio
$1.81M +$133K +961 +8%
RPG
879
Resource Planning Group
Georgia
$1.81M +$117K +842 +7%
CWMGP
880
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.8M -$21.1K -152 -1%
KeyBank National Association
881
KeyBank National Association
Ohio
$1.8M -$109K -785 -6%
NSG
882
Nalls Sherbakoff Group
Tennessee
$1.78M +$269K +1,940 +17%
PWA
883
Physician Wealth Advisors
Utah
$1.78M +$11.7K +84 +0.7%
BPFA
884
Barnes Pettey Financial Advisors
Mississippi
$1.78M -$34.7K -250 -2%
DF
885
Dunhill Financial
United Kingdom
$1.77M +$1.74M +12,494 New
NCM
886
Noesis Capital Mangement
Florida
$1.76M
SCM
887
Stonehearth Capital Management
Massachusetts
$1.76M +$27.8K +200 +2%
BHWM
888
Beaird Harris Wealth Management
Texas
$1.76M -$73.3K -528 -4%
ZB
889
Zions Bancorporation
Utah
$1.76M -$132K -950 -7%
PCH
890
PGIM Custom Harvest
New Jersey
$1.76M -$110K -792 -6%
PL
891
Plancorp LLC
Missouri
$1.75M -$40.7K -293 -2%
SWPG
892
Strategic Wealth Partners Group
Illinois
$1.75M -$46.1K -332 -3%
EWM
893
Evermay Wealth Management
Virginia
$1.75M -$1.39K -10 -0.1%
BIP
894
Blueprint Investment Partners
North Carolina
$1.74M -$6.38M -45,968 -79%
RIA
895
Regal Investment Advisors
Michigan
$1.74M +$563K +4,053 +49%
NLP
896
Next Level Private
New York
$1.73M +$694 +5 +0%
NSAM
897
North Star Asset Management
Wisconsin
$1.73M -$41K -295 -2%
AR
898
Apeiron RIA
Texas
$1.71M -$5.14K -37 -0.3%
ADL
899
Asset Dedication LLC
California
$1.71M +$26K +187 +2%
FANJ
900
Financial Architects (New Jersey)
New Jersey
$1.71M -$207K -1,490 -11%