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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1551
RPG Investment Advisory
California
$704K -$709K -4,196 -51%
PMG
1552
Private Management Group
California
$702K +$109K +646 +19%
DFG
1553
Dynamic Financial Group
Iowa
$697K +$276K +1,635 +71%
CI
1554
CPR Investments
Michigan
$696K +$53.4K +316 +9%
SWP
1555
Summit Wealth Partners
Florida
$695K +$9.8K +58 +1%
NCM
1556
NCM Capital Management
New Jersey
$694K -$4.22K -25 -0.6%
1WM
1557
1900 Wealth Management
Texas
$693K
CA
1558
Crewe Advisors
Utah
$692K +$498K +2,949 +306%
CFS
1559
CGC Financial Services
Oregon
$691K
JWM
1560
JP Wealth Management
South Carolina
$689K
JSL
1561
JT Stratford LLC
Georgia
$686K -$42.2K -250 -6%
IWA
1562
Icon Wealth Advisors
Texas
$686K -$21.1K -125 -3%
Luther King Capital Management (LKCM)
1563
Luther King Capital Management (LKCM)
Texas
$685K
RYIA
1564
Roehl & Yi Investment Advisors
Oregon
$682K +$31.2K +185 +5%
OWA
1565
One Wealth Advisors
California
$681K
FPCP
1566
Fort Point Capital Partners
California
$680K +$99.7K +590 +18%
RF
1567
Roxbury Financial
New Jersey
$677K +$16.2K +96 +3%
BIM
1568
Breakwater Investment Management
Washington
$675K +$66.7K +395 +12%
TCPW
1569
Twin City Private Wealth
North Carolina
$673K -$54.9K -325 -8%
AHC
1570
Adell Harriman & Carpenter
Texas
$672K -$55.9K -331 -8%
EA
1571
Everpar Advisors
Oklahoma
$671K -$33.4K -198 -5%
WP
1572
Westmount Partners
California
$669K
GEA
1573
Glen Eagle Advisors
New Jersey
$668K -$338 -2 -0.1%
1WA
1574
180 Wealth Advisors
Washington
$668K +$87.8K +520 +16%
SIC
1575
SJS Investment Consulting
Ohio
$663K +$10.8K +64 +2%