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Vanguard US Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APFP
101
Action Point Financial Planning
Michigan
$685K +$623K +2,742 New
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$638K +$18.4K +81 +3%
AWA
103
Arkadios Wealth Advisors
Georgia
$632K +$38.6K +170 +7%
CW
104
CreativeOne Wealth
Kansas
$629K
PWM
105
Partners Wealth Management
California
$608K -$681 -3 -0.1%
PSF
106
Pacific Sun Financial
California
$605K
RSWM
107
Robertson Stephens Wealth Management
California
$603K +$172K +758 +46%
WA
108
Waverly Advisors
Alabama
$588K -$12.9K -57 -2%
HP
109
Holistic Planning
Texas
$585K +$127K +560 +31%
SWM
110
Seed Wealth Management
Illinois
$581K
SAW
111
Signal Advisors Wealth
Michigan
$579K -$141K -621 -21%
FWA
112
Flagship Wealth Advisors
Massachusetts
$561K
DTC
113
Davidson Trust Company
Washington
$553K
DADC
114
D.A. Davidson & Co
Montana
$540K
Stifel Financial
115
Stifel Financial
Missouri
$514K +$152K +668 +48%
CPIG
116
Chicago Partners Investment Group
Illinois
$483K +$454 +2 +0.1%
PAS
117
Park Avenue Securities
New York
$474K -$106K -468 -20%
SCM
118
SCS Capital Management
Massachusetts
$472K +$227 +1 +0.1%
GA
119
GSG Advisors
New Jersey
$449K
AF
120
Advisornet Financial
Minnesota
$446K +$28.4K +125 +8%
IWC
121
Integrated Wealth Concepts
Massachusetts
$438K +$326K +1,434 New
OFG
122
Orcam Financial Group
California
$436K +$681 +3 +0.2%
SEIA
123
Signature Estate & Investment Advisors
California
$423K +$31.1K +137 +9%
OCM
124
Orser Capital Management
Texas
$414K +$377K +1,661 New
SOS
125
Silver Oak Securities
Tennessee
$406K +$681 +3 +0.2%