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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPP
1201
Life Planning Partners
Florida
$411K +$51.6K +366 +13%
JIC
1202
Joel Isaacson & Co
New York
$410K +$19.5K +138 +5%
MPM
1203
Meritage Portfolio Management
Kansas
$410K +$97.3K +690 +29%
FG
1204
Fiduciary Group
Georgia
$409K +$15.9K +113 +4%
AWA
1205
ARQ Wealth Advisors
Arizona
$409K +$438K +3,105 New
PAG
1206
Private Advisory Group
Washington
$403K -$226K -1,602 -34%
CF
1207
Copperwynd Financial
Arizona
$402K -$14.1M -100,284 -97%
AFP
1208
Ausdal Financial Partners
Iowa
$402K -$43.3K -307 -9%
NorthRock Partners
1209
NorthRock Partners
Minnesota
$400K +$154K +1,095 +56%
Fisher Asset Management
1210
Fisher Asset Management
Washington
$399K -$210K -1,490 -33%
CWA
1211
CM Wealth Advisors
Ohio
$399K +$426K +3,023 New
AF
1212
Apexium Financial
Texas
$397K – – –
1WA
1213
180 Wealth Advisors
Washington
$396K -$3.53K -25 -0.8%
R.M. Davis Inc
1214
R.M. Davis Inc
Maine
$396K +$4.66K +33 +1%
Klingman & Associates
1215
Klingman & Associates
New York
$395K -$26.4K -187 -6%
TCOV
1216
Trust Company of Vermont
Vermont
$395K -$1.27K -9 -0.3%
JFA
1217
JNBA Financial Advisors
Minnesota
$394K -$165K -1,171 -28%
Obermeyer Wealth Partners
1218
Obermeyer Wealth Partners
Colorado
$394K – – –
SIM
1219
Stratos Investment Management
Ohio
$392K -$60.2K -427 -13%
MA
1220
Modus Advisors
Minnesota
$392K +$9.73K +69 +2%
Gradient Investments
1221
Gradient Investments
Minnesota
$392K +$77.7K +551 +23%
RK
1222
Rather & Kittrell
Tennessee
$391K -$3.67K -26 -0.9%
CWM
1223
Collaborative Wealth Management
Florida
$390K +$417K +2,956 New
LWA
1224
LWS Wealth Advisors
New Jersey
$389K -$28.8K -204 -6%
HTHT
1225
Hemenway Trust Hemenway Trust
New Hampshire
$389K – – –