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Vanguard US Multifactor ETF
VFMF

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
51
Thoroughbred Financial Services
Tennessee
$517K +$495K +2,924 New
CIA
52
Compass Ion Advisors
Pennsylvania
$502K +$480K +2,837 New
CS
53
Capital Square
Tennessee
$472K +$35K +207 +9%
DAS
54
Dynamic Advisor Solutions
Arizona
$427K +$38.4K +227 +10%
HAP
55
Harbor Asset Planning
Massachusetts
$401K +$11.7K +69 +3%
KAS
56
Kestra Advisory Services
Texas
$386K -$22K -130 -6%
CCP
57
Cassia Capital Partners
North Carolina
$378K +$4.74K +28 +1%
SIM
58
Studio Investment Management
Illinois
$376K +$31K +183 +9%
GWM
59
Greenline Wealth Management
Florida
$369K +$353K +2,085 New
TC
60
TAGStone Capital
North Carolina
$361K +$44.1K +261 +15%
PCM
61
Parsons Capital Management
Rhode Island
$342K +$327K +1,932 New
WS
62
Wedbush Securities
California
$329K +$315K +1,860 New
HI
63
Harbour Investments
Wisconsin
$320K +$163K +966 +115%
CW
64
CreativeOne Wealth
Kansas
$308K +$295K +1,743 New
MWM
65
Modera Wealth Management
New Jersey
$305K – – –
EFS
66
Essex Financial Services
Connecticut
$289K +$50.2K +297 +22%
FCFC
67
First Citizens Financial Corp
Iowa
$289K -$100K -593 -27%
PS
68
Principal Securities
Iowa
$289K +$276K +1,631 New
SPIA
69
Steward Partners Investment Advisory
New York
$282K +$233K +1,380 +642%
IFG
70
Independent Financial Group
California
$279K -$2.2K -13 -0.8%
NFG
71
Nations Financial Group
Iowa
$276K +$30.4K +180 +13%
SAI
72
Savvy Advisors Inc
New York
$264K – – –
CPWL
73
Coquina Private Wealth LLC
Florida
$248K – – –
WIA
74
World Investment Advisors
California
$237K – – –
CPIG
75
Chicago Partners Investment Group
Illinois
$233K +$219K +1,297 New
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