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Vanguard US Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
51
Brinker Capital Investments
Pennsylvania
$420K +$645 +5 +0.2%
HC
52
Hara Capital
Washington
$418K +$263K +2,041 +185%
EWM
53
Empirical Wealth Management
Washington
$414K
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$369K +$258 +2 +0.1%
SMG
55
Smart Money Group
Texas
$332K +$1.42K +11 +0.4%
IWC
56
Integrated Wealth Concepts
Massachusetts
$288K +$24K +186 +9%
MWM
57
Melfa Wealth Management
Massachusetts
$286K +$5.29K +41 +2%
MFWP
58
Mosaic Family Wealth Partners
Missouri
$280K -$1.16K -9 -0.4%
SFO
59
Stokes Family Office
Louisiana
$275K -$1.81K -14 -0.7%
DF
60
Daviman Financial
Indiana
$261K +$253K +1,962 New
MWA
61
Motive Wealth Advisors
Michigan
$258K -$33.3K -258 -12%
WIA
62
World Investment Advisors
California
$248K +$11.4K +88 +5%
PFBT
63
Parkside Financial Bank & Trust
Missouri
$240K
EWA
64
Exit Wealth Advisors
Georgia
$235K -$31K -240 -12%
QCM
65
Quantinno Capital Management
New York
$226K +$220K +1,705 New
LRIA
66
Leonard Rickey Investment Advisors
Washington
$210K
WRPWM
67
Werba Rubin Papier Wealth Management
California
$207K +$201K +1,556 New
CT
68
Caldwell Trust
Florida
$185K
National Bank of Canada
69
National Bank of Canada
Quebec, Canada
$161K +$28K +217 +22%
MNA
70
Manning & Napier Advisors
New York
$126K
Morgan Stanley
71
Morgan Stanley
New York
$120K -$48K -372 -29%
ACA
72
Atlas Capital Advisors
Wyoming
$108K +$105K +815 New
KAS
73
Kestra Advisory Services
Texas
$96.7K +$93.9K +728 New
PCFFS
74
Pacific Center for Financial Services
California
$70.1K
TWD
75
True Wealth Design
Ohio
$41.4K -$2.97K -23 -7%