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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
1401
Code Waechter
Florida
$698K +$670K +4,000 New
RIA
1402
RPG Investment Advisory
California
$697K -$21.8K -130 -3%
MWM
1403
Modern Wealth Management
Kansas
$694K +$1.17K +7 +0.2%
CD
1404
Chapin Davis
Maryland
$692K +$43.9K +262 +7%
AF
1405
Apollon Financial
South Carolina
$692K -$1.67K -10 -0.3%
LPT
1406
Legacy Private Trust
Wisconsin
$691K +$135K +808 +26%
SS
1407
Sunbelt Securities
Texas
$690K +$108K +647 +20%
SPI
1408
Sutton Place Investors
New York
$689K -$108K -644 -14%
HWP
1409
Hibernia Wealth Partners
Louisiana
$687K +$659K +3,936 New
Luther King Capital Management (LKCM)
1410
Luther King Capital Management (LKCM)
Texas
$686K
IFWM
1411
Institute for Wealth Management
Colorado
$686K +$43.9K +262 +7%
OWA
1412
One Wealth Advisors
California
$684K
1WM
1413
1900 Wealth Management
Texas
$684K
TSWM
1414
Triangle Securities Wealth Management
North Carolina
$682K -$6.87K -41 -1%
UPS
1415
UHLMANN PRICE SECURITIES
Illinois
$682K +$654K +3,906 New
AUB
1416
Atlantic Union Bankshares
Virginia
$678K -$20.9K -125 -3%
MAA
1417
Matrix Asset Advisors
New York
$677K +$395K +2,357 +155%
ATI
1418
ARK & TLK Investments
Oklahoma
$676K -$14.7K -88 -2%
RWM
1419
Rockwood Wealth Management
Pennsylvania
$676K +$59.3K +354 +10%
SWP
1420
Strategic Wealth Partners
Ohio
$670K -$89.9K -537 -12%
HW
1421
Hamilton Wealth
California
$669K +$642K +3,835 New
AFP
1422
Ausdal Financial Partners
Iowa
$669K -$24.3K -145 -4%
LWCFA
1423
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$666K -$4.19K -25 -0.7%
CWS
1424
Confluence Wealth Services
Pennsylvania
$665K +$10.2K +61 +2%
BBHC
1425
Brown Brothers Harriman & Co
New York
$665K +$26.6K +159 +4%