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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
1026
Capstone Investment Advisors
New York
$3.64M +$62.6K +300 +2%
SFP
1027
Strategic Financial Partners
Oregon
$3.63M +$178K +854 +5%
HAM
1028
Harmony Asset Management
Arizona
$3.63M +$485K +2,321 +16%
CAG
1029
Crestwood Advisors Group
Massachusetts
$3.62M -$6.26K -30 -0.2%
GG
1030
GenWealth Group
New Jersey
$3.62M +$2.92K +14 +0.1%
LA
1031
LM Advisors
California
$3.62M +$2.77M +13,283 +402%
AF
1032
Advisornet Financial
Minnesota
$3.61M +$29.4K +141 +0.9%
SA
1033
Sovran Advisors
California
$3.61M +$66.4K +318 +2%
CFO
1034
Callan Family Office
Pennsylvania
$3.58M +$2.66M +12,722 +344%
MFA
1035
Mayflower Financial Advisors
Massachusetts
$3.57M -$186K -891 -5%
SHF
1036
Stage Harbor Financial
Massachusetts
$3.56M +$22.6K +108 +0.7%
SAG
1037
SageView Advisory Group
California
$3.54M -$75.4K -361 -2%
HNB
1038
Hilltop National Bank
Wyoming
$3.52M -$1.46K -7 -0%
GT
1039
Greenleaf Trust
Michigan
$3.51M +$1.37M +6,584 +69%
LKBC
1040
L.K. Benson & Company
Maryland
$3.51M +$31.9K +153 +1%
SCM
1041
Sollinda Capital Management
Florida
$3.48M +$3.34M +15,971 New
GCM
1042
Gibraltar Capital Management
Oklahoma
$3.48M -$207K -992 -6%
GIA
1043
GHP Investment Advisors
Colorado
$3.47M +$19.4K +93 +0.6%
NB
1044
NBT Bank
New York
$3.46M -$17.1M -81,750 -84%
BWM
1045
BKM Wealth Management
Wisconsin
$3.44M -$1.27M -6,092 -28%
AUB
1046
Atlantic Union Bankshares
Virginia
$3.42M -$48K -230 -1%
KW
1047
Keyvantage Wealth
Pennsylvania
$3.42M -$146K -697 -4%
TFG
1048
Taylor Financial Group
Virginia
$3.4M +$18.6K +89 +0.6%
NSIM
1049
North Star Investment Management
Illinois
$3.4M -$34.2K -164 -1%
PFA
1050
Pillar Financial Advisors
Kentucky
$3.4M -$99.8K -478 -3%