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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
976
Boston Partners
Massachusetts
$1.76M +$1.27M +9,014 +323%
Jane Street
977
Jane Street
New York
$1.76M -$7.23M -51,373 -81%
NSAM
978
North Star Asset Management
Wisconsin
$1.76M
PFPT
979
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.76M +$73K +519 +5%
BHWM
980
Beaird Harris Wealth Management
Texas
$1.75M -$14.5K -103 -0.9%
LGWM
981
Litman Gregory Wealth Management
California
$1.75M +$9K +64 +0.5%
PCA
982
Pallas Capital Advisors
Massachusetts
$1.74M -$668K -4,748 -29%
SCM
983
Stonehearth Capital Management
Massachusetts
$1.74M -$53.5K -380 -3%
RPGK
984
Retirement Planning Group (Kansas)
Kansas
$1.73M +$1.63M +11,602 New
MCWS
985
McKinley Carter Wealth Services
West Virginia
$1.73M -$175K -1,245 -10%
PTC
986
Private Trust Company
Ohio
$1.73M +$268K +1,905 +20%
LSA
987
Lion Street Advisors
Texas
$1.73M +$12K +85 +0.7%
AIM
988
Anchor Investment Management
South Carolina
$1.72M +$291K +2,067 +22%
FWM
989
Forza Wealth Management
Florida
$1.72M -$52.1K -370 -3%
TCOTS
990
Trust Company of the South
North Carolina
$1.71M +$1.61M +11,454 New
IAIM
991
International Assets Investment Management
Florida
$1.68M +$1.58M +11,207 New
CAWM
992
Capital Advisors Wealth Management
Washington
$1.67M -$50.6K -360 -3%
NIM
993
Northeast Investment Management
Massachusetts
$1.66M -$472K -3,358 -23%
SCA
994
Sandy Cove Advisors
Massachusetts
$1.66M +$75.4K +536 +5%
RF
995
Rollins Financial
Georgia
$1.66M -$4.5K -32 -0.3%
RFA
996
Rollins Financial Advisors
New York
$1.66M +$1.56M +11,109 New
BAM
997
Belpointe Asset Management
Nevada
$1.65M -$532K -3,778 -25%
PGFC
998
Peapack-Gladstone Financial Corp
New Jersey
$1.64M -$169K -1,199 -10%
CFFP
999
Center for Financial Planning
Michigan
$1.64M -$7.6K -54 -0.5%
MLA
1000
My Legacy Advisors
Oregon
$1.63M -$5.35K -38 -0.3%