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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RRA
2026
Red Reef Advisors
Florida
$419K +$1.6K +8 +0.4%
CA
2027
Commerce Advisors
Tennessee
$419K +$427K +2,134 New
PNAA
2028
Pictet North America Advisors
Switzerland
$418K
MWC
2029
MKD Wealth Coaches
Michigan
$418K
KFG
2030
Kingdom Financial Group
Arizona
$418K +$40.2K +201 +10%
LAS
2031
Lloyd Advisory Services
Georgia
$418K +$403K +2,015 +1,752%
FNB
2032
Farmers National Bank
Kentucky
$416K
CMMS
2033
Comprehensive Money Management Services
Florida
$413K -$10K -50 -2%
EWM
2034
Elevation Wealth Management
Minnesota
$411K +$18.2K +91 +5%
LJAC
2035
L.J. Altfest & Co
New York
$411K +$59.1K +295 +16%
LWM
2036
Lionshead Wealth Management
New York
$410K -$12.8K -64 -3%
CNC
2037
Canandaigua National Corp
New York
$410K +$418K +2,090 New
SPG
2038
Strategic Planning Group
Utah
$410K -$4.41K -22 -1%
ACGA
2039
Atlanta Consulting Group Advisors
Georgia
$409K
RSWA
2040
Robinson Smith Wealth Advisors
Maine
$408K -$29K -145 -7%
CCM
2041
Canal Capital Management
Virginia
$408K +$63.3K +316 +18%
TF
2042
Tompkins Financial
New York
$408K +$72.9K +364 +21%
RWM
2043
Revisor Wealth Management
Ohio
$407K +$92.1K +460 +29%
Capital International Investors
2044
Capital International Investors
California
$406K -$916K -4,574 -68%
SSI
2045
Scott & Selber Inc
Texas
$406K -$801 -4 -0.2%
CKAIS
2046
Christensen King & Associates Investment Services
Washington
$406K +$200 +1 +0%
JMA
2047
J.M. Arbour
Maine
$406K +$51.7K +258 +14%
ORC
2048
O'Rourke & Company
Massachusetts
$406K -$41.2K -206 -9%
AC
2049
Applied Capital
Arkansas
$404K
EL
2050
EWA LLC
Pennsylvania
$404K +$1.4K +7 +0.3%