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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
276
Integrated Wealth Concepts
Massachusetts
$4.04M +$265K +2,394 +7%
MWA
277
Martel Wealth Advisors
Washington
$4.03M -$111K -1,000 -3%
I
278
INVST
Indiana
$4M -$1.8M -16,247 -31%
TPWA
279
TRUE Private Wealth Advisors
Oregon
$3.96M -$98.6K -891 -2%
JCM
280
Jacobsen Capital Management
Utah
$3.95M +$66.5K +601 +2%
ABC
281
Associated Banc-Corp
Wisconsin
$3.94M +$77.9K +704 +2%
NNP
282
Nachman Norwood & Parrott
South Carolina
$3.94M +$13.5K +122 +0.3%
PFM
283
Phillips Financial Management
Indiana
$3.94M -$44.7K -404 -1%
IA
284
IFP Advisors
Florida
$3.9M +$3.87M +35,001 New
TIM
285
Tortoise Investment Management
New York
$3.83M -$311K -2,808 -8%
CAM
286
Cresset Asset Management
Illinois
$3.81M +$2.37M +21,432 +169%
CG
287
Colony Group
Massachusetts
$3.69M -$356K -3,218 -9%
MCM
288
MV Capital Management
Maryland
$3.67M
PFA
289
Paradigm Financial Advisors
Missouri
$3.66M -$342K -3,096 -9%
TCPWM
290
Traverso Chambers Private Wealth Management
California
$3.64M +$73.3K +663 +2%
CFGS
291
Concourse Financial Group Securities
Alabama
$3.6M -$12.8M -115,537 -78%
SS
292
Simplicity Solutions
Minnesota
$3.58M +$370K +3,345 +12%
CF
293
Corrigan Financial
Rhode Island
$3.57M -$2.1K -19 -0.1%
SCM
294
SOL Capital Management
Maryland
$3.54M +$325K +2,938 +10%
TC
295
Truvestments Capital
Florida
$3.52M -$40.7K -368 -1%
HWA
296
Hillcrest Wealth Advisors
New Jersey
$3.49M
SAM
297
Sawgrass Asset Management
Florida
$3.43M
CB
298
Commerce Bank
Missouri
$3.41M +$455K +4,117 +16%
CCWA
299
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.37M +$93.7K +847 +3%
RA
300
Riversedge Advisors
Delaware
$3.34M