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Vanguard US Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Sagespring Wealth Partners
Tennessee
$691K +$7.5K +37 +1%
BAM
77
Belpointe Asset Management
Nevada
$688K +$480K +2,369 +212%
SMC
78
Smith, Moore & Co
Missouri
$667K -$44.4K -219 -6%
UAG
79
United Advisor Group
Ohio
$651K
OIA
80
OneDigital Investment Advisors
Kansas
$643K -$4.46K -22 -0.7%
Creative Planning
81
Creative Planning
Kansas
$627K +$263K +1,297 +69%
LCM
82
Lazari Capital Management
California
$608K
SAW
83
Signal Advisors Wealth
Michigan
$580K -$60.6K -299 -9%
ASN
84
Advisory Services Network
Georgia
$571K +$13.8K +68 +2%
Cerity Partners
85
Cerity Partners
New York
$555K +$27.4K +135 +5%
CW
86
CreativeOne Wealth
Kansas
$497K
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$488K -$50.5K -249 -9%
PWM
88
Partners Wealth Management
California
$481K -$5.07K -25 -1%
PSF
89
Pacific Sun Financial
California
$478K +$57.8K +285 +13%
Morgan Stanley
90
Morgan Stanley
New York
$477K +$30K +148 +7%
CIA
91
Concurrent Investment Advisors
Florida
$477K +$29.2K +144 +6%
HAP
92
Harbor Asset Planning
Massachusetts
$476K +$349K +1,719 +247%
WA
93
Waverly Advisors
Alabama
$476K +$203 +1 +0%
PAS
94
Park Avenue Securities
New York
$467K -$50.9K -251 -10%
AWA
95
Arkadios Wealth Advisors
Georgia
$466K +$23.1K +114 +5%
VFO
96
Virtus Family Office
Texas
$465K
SWM
97
Seed Wealth Management
Illinois
$459K
CPIG
98
Chicago Partners Investment Group
Illinois
$458K +$203 +1 +0%
WIP
99
WealthCare Investment Partners
Rhode Island
$439K +$442K +2,181 New
DTC
100
Davidson Trust Company
Washington
$437K