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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
951
Fisher Asset Management
Washington
$760K +$75.8K +531 +11%
SFG
952
Sovereign Financial Group
Connecticut
$758K +$387K +2,708 +111%
AT
953
American Trust
Kentucky
$754K +$732K +5,126 New
PFG
954
PAX Financial Group
Texas
$752K +$37.6K +263 +5%
JWBC
955
J.W. Burns & Co
New York
$751K
WA
956
Wealth Alliance
New York
$751K +$73.5K +515 +11%
BZWA
957
Blue Zone Wealth Advisors
California
$749K
MJRIC
958
Mogy Joel R Investment Counsel
California
$747K -$10.7K -75 -1%
WA
959
Wealthstream Advisors
New York
$746K +$724K +5,071 New
CIAS
960
CFS Investment Advisory Services
New Jersey
$744K -$777K -5,442 -52%
SOAG
961
Silver Oak Advisory Group
Oregon
$744K +$722K +5,055 New
VWM
962
Venturi Wealth Management
Texas
$743K +$343K +2,404 +91%
VW
963
Vance Wealth
California
$742K +$720K +5,045 New
BPWM
964
Badgley Phelps Wealth Managers
Washington
$738K +$336K +2,350 +88%
RRC
965
Relaxing Retirement Coach
Massachusetts
$736K -$5.14K -36 -0.7%
TSWM
966
Triangle Securities Wealth Management
North Carolina
$728K +$33.6K +235 +5%
3AM
967
3EDGE Asset Management
Florida
$728K +$707K +4,948 New
FFA
968
Founders Financial Alliance
North Carolina
$727K -$4.57K -32 -0.6%
CHA
969
Carmichael Hill & Associates
Maryland
$727K +$32K +224 +5%
SAM
970
Silvercrest Asset Management
New York
$726K +$29.3K +205 +4%
SAM
971
SignalPoint Asset Management
Missouri
$723K -$21.8K -153 -3%
NRI
972
NFP Retirement Inc
California
$721K -$52.8K -370 -7%
AWCI
973
Alpine Woods Capital Investors
New York
$721K
CWA
974
Canvas Wealth Advisors
Kansas
$721K +$197K +1,379 +39%
SWM
975
SeaCrest Wealth Management
New York
$720K +$64.5K +452 +10%