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Vanguard US Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
76
Perigon Wealth Management
California
$233K +$223K +1,450 New
SEIA
77
Signature Estate & Investment Advisors
California
$214K +$204K +1,328 New
IFG
78
Independent Financial Group
California
$213K +$204K +1,325 New
PSF
79
Pacific Sun Financial
California
$212K +$203K +1,316 New
SB
80
Strategic Blueprint
Georgia
$203K +$194K +1,261 New
IA
81
IFP Advisors
Florida
$143K -$1.4M -9,084 -91%
Morgan Stanley
82
Morgan Stanley
New York
$126K -$11.5K -75 -9%
FHA
83
First Horizon Advisors
Tennessee
$73.1K
GJIA
84
Glass Jacobson Investment Advisors
Maryland
$72K
TFM
85
TFC Financial Management
Massachusetts
$65.7K +$62.8K +408 New
PFBT
86
Parkside Financial Bank & Trust
Missouri
$36.5K
SPIA
87
Steward Partners Investment Advisory
New York
$32.7K
CP
88
Castleview Partners
Texas
$21.4K
BC
89
Barrett & Company
Rhode Island
$20.1K
CT
90
Coastline Trust
Rhode Island
$20.1K +$19.2K +125 New
ACA
91
Atlas Capital Advisors
Wyoming
$18.7K -$7.08K -46 -28%
AW
92
Avion Wealth
Texas
$17K +$16.5K +107 New
CSB
93
City State Bank
Iowa
$16.1K
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$16.1K +$15.4K +100 New
CAL
95
Capital Analysts LLC
Pennsylvania
$15K
CPBTD
96
Central Pacific Bank - Trust Division
Hawaii
$6.28K
SWM
97
Spire Wealth Management
Virginia
$5.8K +$5.54K +36 New
SS
98
Sunbelt Securities
Texas
$5.15K +$4.93K +32 New
GRP
99
Global Retirement Partners
California
$4.99K +$1.08K +7 +29%
GIA
100
GHP Investment Advisors
Colorado
$1.45K