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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACG
1651
Allen Capital Group
Nebraska
$529K -$12.8K -73 -2%
EWA
1652
Encompass Wealth Advisors
Oregon
$528K +$281K +1,600 +105%
Lazard Asset Management
1653
Lazard Asset Management
New York
$527K +$128K +729 +31%
ARC
1654
Advisor Resource Council
Texas
$526K +$546K +3,109 New
TF
1655
Tenon Financial
New Jersey
$526K
SPA
1656
Sentinel Pension Advisors
Massachusetts
$525K +$13K +74 +2%
BW
1657
Bison Wealth
Georgia
$523K +$52.3K +298 +11%
C
1658
Certuity
Florida
$521K -$106K -602 -16%
BIM
1659
Breakwater Investment Management
Washington
$521K +$6.32K +36 +1%
HC
1660
Henshaw Capital
Massachusetts
$521K +$110K +625 +26%
BWMG
1661
Barnes Wealth Management Group
California
$520K +$539K +3,070 New
IAG
1662
Investmark Advisory Group
Connecticut
$519K +$16.1K +92 +3%
BWM
1663
Baron Wealth Management
Michigan
$518K +$3.16K +18 +0.6%
CWA
1664
CM Wealth Advisors
Ohio
$516K +$4.39K +25 +0.8%
LEFP
1665
Leading Edge Financial Planning
Tennessee
$515K -$2.46K -14 -0.5%
WAM
1666
WFA Asset Management
Wisconsin
$515K +$2.46K +14 +0.5%
TW
1667
Transform Wealth
Colorado
$512K +$259K +1,473 +95%
EWM
1668
Evercore Wealth Management
New York
$512K
Legacy Financial Group (Iowa)
1669
Legacy Financial Group (Iowa)
Iowa
$511K +$529K +3,016 New
PSP
1670
Pacific Sage Partners
Washington
$509K +$10.9K +62 +2%
MWM
1671
MGB Wealth Management
Texas
$509K +$212K +1,206 +67%
JWS
1672
Juncture Wealth Strategies
Arizona
$508K +$118K +674 +29%
SWM
1673
SilverOak Wealth Management
Minnesota
$507K +$175 +1 +0%
CGPCS
1674
Capital Group Private Client Services
California
$507K +$1.05K +6 +0.2%
HAS
1675
Holland Advisory Services
Florida
$506K -$13K -74 -2%