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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1001
Prosperity Planning
Missouri
$3.89M -$61.8K -296 -2%
SFP
1002
SwitchPoint Financial Planning
Utah
$3.85M -$2.09K -10 -0.1%
KP
1003
Kitching Partners
Pennsylvania
$3.84M +$691K +3,310 +23%
ACS
1004
Archford Capital Strategies
Illinois
$3.84M -$163K -780 -4%
DBFM
1005
Dickmeyer Boyce Financial Management
Indiana
$3.83M +$7.93K +38 +0.2%
Principal Financial Group
1006
Principal Financial Group
Iowa
$3.81M -$391K -1,871 -10%
AH
1007
Addis & Hill
Pennsylvania
$3.8M +$3.65M +17,458 New
TFA
1008
Transamerica Financial Advisors
Florida
$3.8M +$1.21M +5,798 +50%
FIC
1009
FCG Investment Company
Tennessee
$3.79M +$3.63M +17,390 New
SAM
1010
Sawgrass Asset Management
Florida
$3.78M – – –
WF
1011
WoodTrust Financial
Wisconsin
$3.77M -$13.6K -65 -0.4%
PI
1012
PFG Investments
New York
$3.77M +$58.1K +278 +2%
WP
1013
WealthShield Partners
North Carolina
$3.77M -$9.73M -46,610 -73%
SG Americas Securities
1014
SG Americas Securities
New York
$3.77M +$3.07M +14,709 +570%
DFP
1015
Donalies Financial Planning
District of Columbia
$3.77M +$139K +666 +4%
TFS
1016
Thoroughbred Financial Services
Tennessee
$3.77M +$184K +883 +5%
BPFA
1017
Barnes Pettey Financial Advisors
Mississippi
$3.71M +$740K +3,545 +26%
IWC
1018
Infinity Wealth Counsel
Ohio
$3.71M +$118K +565 +3%
AFG
1019
Allegheny Financial Group
Pennsylvania
$3.7M +$31.1K +149 +0.9%
WSFS
1020
Wilmington Savings Fund Society
Delaware
$3.7M – – –
LWM
1021
LongView Wealth Management
Georgia
$3.69M -$66.4K -318 -2%
DIA
1022
Dana Investment Advisors
Wisconsin
$3.68M -$1.73M -8,286 -33%
DAS
1023
Dynamic Advisor Solutions
Arizona
$3.67M -$3.87M -18,516 -52%
CAMG
1024
CWA Asset Management Group
Florida
$3.67M +$5.43K +26 +0.2%
DAS
1025
DMKC Advisory Services
Iowa
$3.66M +$223K +1,070 +7%