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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DIP
926
DT Investment Partners
Pennsylvania
$3.82M +$81.8K +435 +2%
SMA
927
Sage Mountain Advisors
Georgia
$3.82M -$4.89K -26 -0.1%
BAM
928
Belpointe Asset Management
Nevada
$3.82M -$533K -2,836 -12%
MIA
929
Milestone Investment Advisors
Wisconsin
$3.8M +$7.52K +40 +0.2%
DT
930
Diversified Trust
Tennessee
$3.79M -$292K -1,552 -7%
Harris Associates
931
Harris Associates
Illinois
$3.79M +$3.59M +19,111 +2,555%
AWE
932
Avidian Wealth Enterprises
Texas
$3.78M +$236K +1,256 +7%
AWS
933
Alliance Wealth Strategies
Virginia
$3.78M +$3.72M +19,775 New
AWA
934
Archvest Wealth Advisors
California
$3.77M +$123K +654 +3%
CWM
935
Chemistry Wealth Management
New York
$3.77M -$4.33K -23 -0.1%
PA
936
Powerhouse Assets
Massachusetts
$3.77M +$3.71M +19,739 New
SWM
937
Segment Wealth Management
Texas
$3.74M
WBCM
938
Wilson & Boucher Capital Management
California
$3.74M +$373K +1,982 +11%
EAM
939
Evanson Asset Management
California
$3.74M +$169K +896 +5%
HCP
940
Hexagon Capital Partners
Arkansas
$3.72M -$98.9K -526 -3%
NB
941
Nicolet Bankshares
Wisconsin
$3.72M +$38.2K +203 +1%
LGWM
942
Litman Gregory Wealth Management
California
$3.71M +$65.1K +346 +2%
FF
943
Francis Financial
$3.69M +$21.8K +116 +0.6%
TC
944
Tacita Capital
Ontario, Canada
$3.66M -$48K -255 -1%
NAS
945
NWF Advisory Services
California
$3.66M -$78.2K -416 -2%
PCM
946
Parsons Capital Management
Rhode Island
$3.65M +$458K +2,435 +15%
IA
947
Insight Advisors
Pennsylvania
$3.64M
UFA
948
Uptown Financial Advisors
Texas
$3.63M -$95K -505 -3%
RFC
949
Regions Financial Corp
Alabama
$3.61M -$9.4K -50 -0.3%
SAG
950
SageView Advisory Group
California
$3.61M -$270K -1,438 -7%