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Vanguard US Multifactor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Independent Financial Group
26
Independent Financial Group
California
$269K -$22.6K -214 -8%
CSPIA
27
Cary Street Partners Investment Advisory
Virginia
$258K – – –
NewEdge Advisors
28
NewEdge Advisors
Louisiana
$246K +$252K +2,383 New
IAS
29
Insigneo Advisory Services
Florida
$238K +$244K +2,304 New
Modera Wealth Management
30
Modera Wealth Management
New Jersey
$213K – – –
CTWM
31
Cherry Tree Wealth Management
Minnesota
$211K – – –
CTA
32
Colonial Trust Advisors
South Carolina
$166K +$741 +7 +0.4%
First Horizon Advisors
33
First Horizon Advisors
Tennessee
$137K – – –
Bank of America
34
Bank of America
North Carolina
$131K +$49.9K +472 +59%
PTC
35
Private Trust Company
Ohio
$51.6K +$21.2K +200 +67%
CAL
36
Capital Advisors Ltd
Ohio
$36K -$43.3K -409 -54%
Steward Partners Investment Advisory
37
Steward Partners Investment Advisory
New York
$22.2K – – –
ME
38
McIlrath & Eck
Washington
$20.8K – – –
PCFFS
39
Pacific Center for Financial Services
California
$20K – – –
PFBT
40
Parkside Financial Bank & Trust
Missouri
$19.9K – – –
IFP Advisors
41
IFP Advisors
Florida
$13.3K +$106 +1 +0.8%
GEA
42
Glen Eagle Advisors
New Jersey
$10.3K – – –
Morgan Stanley
43
Morgan Stanley
New York
$5.16K – – –
Harbour Investments
44
Harbour Investments
Wisconsin
$4.35K – – –
Wells Fargo
45
Wells Fargo
California
$93 – – –
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
– -$539K -5,184 Closed
MML Investors Services
47
MML Investors Services
Massachusetts
– -$477K -4,588 Closed
SVCP
48
Silicon Valley Capital Partners
California
– -$2.24K -22 Closed