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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CI
901
Cambiar Investors
Colorado
$1.71M +$1.23M +8,897 +272%
RPG
902
Resource Planning Group
Georgia
$1.71M +$131K +953 +9%
MLA
903
My Legacy Advisors
Oregon
$1.7M -$322K -2,336 -16%
IAN
904
Integrated Advisors Network
Texas
$1.7M -$34.6K -251 -2%
FWM
905
Forza Wealth Management
Florida
$1.69M +$1.66M +12,072 New
LIM
906
Leavell Investment Management
Alabama
$1.69M +$354K +2,569 +27%
RFA
907
RTD Financial Advisors
Pennsylvania
$1.69M -$86.4K -627 -5%
ACI
908
Alpha Cubed Investments
California
$1.69M +$768K +5,574 +86%
LWM
909
Laidlaw Wealth Management
New York
$1.68M +$107K +777 +7%
CWP
910
Corepath Wealth Partners
Arizona
$1.67M -$39K -283 -2%
ADL
911
Asset Dedication LLC
California
$1.64M -$11.8K -86 -0.7%
OPW
912
Oxler Private Wealth
New York
$1.62M -$71.5K -519 -4%
MC
913
Moors & Cabot
Massachusetts
$1.61M +$239K +1,736 +18%
AWA
914
AmeriServ Wealth Advisors
Pennsylvania
$1.6M -$28.8K -209 -2%
CFFP
915
Center for Financial Planning
Michigan
$1.59M
LA
916
Lane & Associates
New Jersey
$1.59M +$1.56M +11,312 New
KeyBank National Association
917
KeyBank National Association
Ohio
$1.58M -$99.2K -720 -6%
RCI
918
RS Crum Inc
California
$1.58M -$116K -845 -7%
DIP
919
DT Investment Partners
Pennsylvania
$1.58M
LRIA
920
Leonard Rickey Investment Advisors
Washington
$1.57M -$7.16K -52 -0.5%
Boston Partners
921
Boston Partners
Massachusetts
$1.57M +$1.07M +7,782 +231%
PCM
922
Parsons Capital Management
Rhode Island
$1.57M +$129K +938 +9%
LGWM
923
Litman Gregory Wealth Management
California
$1.55M +$47.7K +346 +3%
DIA
924
Dana Investment Advisors
Wisconsin
$1.55M +$457K +3,321 +43%
EWM
925
Evercore Wealth Management
New York
$1.54M -$72K -523 -5%