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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
1176
Haverford Trust Company
Pennsylvania
$1.5M +$26K +148 +2%
GC
1177
Grimes & Company
Massachusetts
$1.48M +$107K +609 +7%
KLI
1178
Kelman-Lazarov Inc
Tennessee
$1.48M -$16.8K -96 -1%
CFS
1179
CRA Financial Services
New Jersey
$1.47M +$3.51K +20 +0.2%
EFG
1180
Embree Financial Group
Illinois
$1.47M +$4.74K +27 +0.3%
PWM
1181
PBMares Wealth Management
Virginia
$1.47M +$76.7K +437 +5%
RIA
1182
Regal Investment Advisors
Michigan
$1.47M -$1.77M -10,094 -54%
CT
1183
Caldwell Trust
Florida
$1.46M +$1.02M +5,830 +207%
IFA
1184
Index Fund Advisors
California
$1.46M -$43.2K -246 -3%
WAG
1185
Winthrop Advisory Group
Massachusetts
$1.46M -$64.2K -366 -4%
MAA
1186
Mraz Amerine & Associates
California
$1.46M -$274K -1,561 -15%
AWA
1187
Acorn Wealth Advisors
Michigan
$1.46M +$672K +3,830 +80%
PCG
1188
Prosperity Consulting Group
Maryland
$1.45M – – –
CF
1189
Centaurus Financial
California
$1.45M +$233K +1,326 +18%
HFS
1190
Hopwood Financial Services
Virginia
$1.44M +$1.5M +8,526 New
CWP
1191
Curated Wealth Partners
California
$1.44M +$1.49M +8,503 New
CIA
1192
Capital Investment Advisors
Georgia
$1.43M -$123K -700 -8%
SIAS
1193
Summit Investment Advisory Services
Minnesota
$1.43M +$4.39K +25 +0.3%
WP
1194
WMS Partners
Maryland
$1.43M -$566K -3,224 -28%
FPW
1195
Flywheel Private Wealth
California
$1.42M +$1.47M +8,369 New
SIM
1196
Synergy Investment Management
Florida
$1.41M +$1.46M +8,314 New
PWMA
1197
Pension & Wealth Management Advisors
Massachusetts
$1.41M +$1.4M +8,000 +2,564%
WFM
1198
Wolff Financial Management
Michigan
$1.4M +$8.25K +47 +0.6%
PA
1199
Procyon Advisors
Connecticut
$1.39M +$192K +1,095 +15%
GAG
1200
GM Advisory Group
New York
$1.39M +$254K +1,448 +21%
46 47
48
49 50