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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSA
1826
River Street Advisors
Illinois
$692K -$27.8K -133 -4%
CWP
1827
Corepath Wealth Partners
Arizona
$690K -$51.4K -246 -7%
MAMG
1828
Milestone Asset Management Group
Connecticut
$689K -$6.06K -29 -0.9%
PAG
1829
Private Advisory Group
Washington
$688K +$132K +631 +25%
PFG
1830
PAX Financial Group
Texas
$687K -$1.56M -7,464 -70%
PWM
1831
Pines Wealth Management
North Carolina
$686K -$75.6K -362 -10%
RIA
1832
Realta Investment Advisors
Delaware
$684K -$102K -488 -13%
KCP
1833
Kera Capital Partners
California
$680K +$433K +2,074 +198%
PFSC
1834
Peoples Financial Services Corp
Pennsylvania
$679K
BBPWM
1835
Blue Bell Private Wealth Management
Pennsylvania
$675K +$12.3K +59 +2%
NAG
1836
Northstar Advisory Group
New Jersey
$675K +$835 +4 +0.1%
SGI
1837
Summit Global Investments
Utah
$673K -$69.3K -332 -10%
OFW
1838
Omnia Family Wealth
Florida
$671K
SP
1839
Sequent Planning
Nebraska
$670K +$43K +206 +7%
AA
1840
Advisory Advocates
Michigan
$670K +$150K +719 +31%
Asset Management One
1841
Asset Management One
Japan
$669K +$641K +3,072 New
TPI
1842
Trust Point Inc
Wisconsin
$667K +$403K +1,929 +171%
WSCM
1843
Wellington Shields Capital Management
New York
$666K
FCT
1844
First Community Trust
Iowa
$665K -$285K -1,366 -31%
CWA
1845
CM Wealth Advisors
Ohio
$664K
EB
1846
Eastern Bank
Massachusetts
$663K +$213K +1,022 +51%
MCP
1847
Mirador Capital Partners
California
$662K -$5.22K -25 -0.8%
Legacy Financial Group (Iowa)
1848
Legacy Financial Group (Iowa)
Iowa
$661K +$5.85K +28 +0.9%
NCM
1849
NCM Capital Management
New Jersey
$659K +$56.4K +270 +10%
PS
1850
Planning Strategies
Pennsylvania
$657K +$629K +3,013 New