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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
276
TRUE Private Wealth Advisors
Oregon
$3.34M +$210K +1,993 +6%
SAM
277
Sawgrass Asset Management
Florida
$3.27M
HWA
278
Hillcrest Wealth Advisors
New Jersey
$3.25M +$3.49M +33,218 New
PSUF
279
People's United Financial
Connecticut
$3.25M -$196K -1,864 -5%
NWM
280
Northwest Wealth Management
Iowa
$3.25M -$77.9K -741 -2%
ASN
281
Advisory Services Network
Georgia
$3.25M +$370K +3,521 +12%
FC
282
Forte Capital
New York
$3.24M +$7.57K +72 +0.2%
PP
283
PagnatoKarp Partners
Virginia
$3.24M -$268K -2,546 -7%
CF
284
Corrigan Financial
Rhode Island
$3.23M -$108K -1,031 -3%
TCPWM
285
Traverso Chambers Private Wealth Management
California
$3.22M +$3.46M +32,870 New
AFA
286
Arlington Financial Advisors
California
$3.15M +$3.38M +32,171 New
EI
287
Ellevest Inc
New York
$3.15M +$3.41M +32,426 New
VR
288
Viridian RIA
Washington
$3.13M -$702K -6,678 -17%
EWM
289
Empirical Wealth Management
Washington
$3.13M +$1.56M +14,854 +87%
IIC
290
Integrated Investment Consultants
Michigan
$3.12M +$2.48M +23,608 +288%
M&T Bank
291
M&T Bank
New York
$3.09M +$1.02M +9,690 +44%
NFG
292
Noven Financial Group
Colorado
$3.07M +$3.3M +31,366 New
MCM
293
MV Capital Management
Maryland
$3.06M +$2.88M +27,371 +700%
CPA
294
Clear Perspective Advisors
Illinois
$3.05M +$805K +7,655 +33%
GFP
295
Gryphon Financial Partners
Ohio
$3.03M +$3.07M +29,157 New
HWMG
296
Hurlow Wealth Management Group
Indiana
$3.02M +$3.09M +29,342 New
ABC
297
Associated Banc-Corp
Wisconsin
$3.02M -$365K -3,468 -10%
LPC
298
Loeb Partners Corp
New York
$2.94M +$3.16M +30,000 New
CFSG
299
Community Financial Services Group
Vermont
$2.9M +$3.11M +29,585 New
CA
300
Cornerstone Advisory
Maryland
$2.82M +$1.78M +16,934 +143%