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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GA
1826
GSG Advisors
New Jersey
$714K +$3.34K +16 +0.5%
DP
1827
DDD Partners
Washington
$714K +$209 +1 +0%
AAS
1828
Asset Allocation Strategies
Michigan
$712K +$74.1K +355 +12%
PFG
1829
Putney Financial Group
California
$711K +$34.2K +164 +5%
CAAM
1830
Cornerstone Advisors Asset Management
Pennsylvania
$704K -$11.3K -54 -2%
NWWA
1831
New Wave Wealth Advisors
Arkansas
$704K -$2.51M -12,007 -79%
LWCFA
1832
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$702K -$6.68K -32 -1%
YWM
1833
Yoder Wealth Management
California
$701K – – –
Kayne Anderson Rudnick Investment Management
1834
Kayne Anderson Rudnick Investment Management
California
$695K +$209 +1 +0%
BWMG
1835
Barnes Wealth Management Group
California
$694K -$21.1K -101 -3%
RSA
1836
River Street Advisors
Illinois
$692K -$27.8K -133 -4%
KFI
1837
Kachkovsky & Fisher Inc
California
$691K +$662K +3,168 New
CWP
1838
Corepath Wealth Partners
Arizona
$690K -$51.4K -246 -7%
MAMG
1839
Milestone Asset Management Group
Connecticut
$689K -$6.06K -29 -0.9%
PAG
1840
Private Advisory Group
Washington
$688K +$132K +631 +25%
PFG
1841
PAX Financial Group
Texas
$687K -$1.56M -7,464 -70%
PWM
1842
Pines Wealth Management
North Carolina
$686K -$75.6K -362 -10%
RIA
1843
Realta Investment Advisors
Delaware
$684K -$102K -488 -13%
KCP
1844
Kera Capital Partners
California
$680K +$433K +2,074 +198%
PFSC
1845
Peoples Financial Services Corp
Pennsylvania
$679K – – –
BBPWM
1846
Blue Bell Private Wealth Management
Pennsylvania
$675K +$12.3K +59 +2%
NAG
1847
Northstar Advisory Group
New Jersey
$675K +$835 +4 +0.1%
SGI
1848
Summit Global Investments
Utah
$673K -$69.3K -332 -10%
OFW
1849
Omnia Family Wealth
Florida
$671K – – –
SP
1850
Sequent Planning
Nebraska
$670K +$43K +206 +7%