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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EA
1526
Everpar Advisors
Oklahoma
$675K -$81.6K -465 -10%
CFO
1527
Colony Family Offices
North Carolina
$672K +$697K +3,972 New
AF
1528
Apollon Financial
South Carolina
$671K
PPA
1529
Pacific Point Advisors
California
$669K +$667K +3,800 New
RIA
1530
RPG Investment Advisory
California
$669K -$7.2K -41 -1%
SPI
1531
Sutton Place Investors
New York
$669K +$526 +3 +0.1%
IFWM
1532
Institute for Wealth Management
Colorado
$664K -$1.05K -6 -0.2%
OWA
1533
One Wealth Advisors
California
$664K
KFS
1534
Kelly Financial Services
Massachusetts
$664K -$509K -2,900 -43%
TSWM
1535
Triangle Securities Wealth Management
North Carolina
$663K +$2.28K +13 +0.3%
LWCFA
1536
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$663K -$13.2K -75 -2%
CFB
1537
Cullen/Frost Bankers
Texas
$660K -$30.4K -173 -4%
JWM
1538
JP Wealth Management
South Carolina
$660K +$684K +3,900 New
BB
1539
Busey Bank
Illinois
$660K -$23.5K -134 -3%
RW
1540
Rede Wealth
Virginia
$657K -$473K -2,693 -41%
ATI
1541
ARK & TLK Investments
Oklahoma
$655K
XSC
1542
X-Square Capital
Puerto Rico
$655K +$208K +1,185 +44%
STFP
1543
Signal Tree Financial Partners
Ohio
$653K +$677K +3,860 New
SWP
1544
Summit Wealth Partners
Florida
$652K -$111K -630 -14%
MFA
1545
Millington Financial Advisors
Illinois
$652K +$131K +746 +25%
RF
1546
Roxbury Financial
New Jersey
$649K +$626K +3,567 New
AWP
1547
Axis Wealth Partners
Rhode Island
$647K +$670K +3,819 New
Luther King Capital Management (LKCM)
1548
Luther King Capital Management (LKCM)
Texas
$645K
LWP
1549
LMG Wealth Partners
Louisiana
$644K +$14.7K +84 +2%
BBHC
1550
Brown Brothers Harriman & Co
New York
$643K -$1.93K -11 -0.3%