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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
351
Shine Investment Advisory Services
Colorado
$2.38M -$38.2K -348 -1%
UBV
352
United Bank (Virginia)
Virginia
$2.38M +$510K +4,649 +21%
LFG
353
LifePlan Financial Group
Ohio
$2.36M -$46.4K -423 -2%
CIC
354
Cutler Investment Counsel
Oregon
$2.36M +$380K +3,464 +15%
EA
355
Elm Advisors
California
$2.35M +$329 +3 +0%
IWC
356
Integrated Wealth Concepts
Massachusetts
$2.34M -$1.08M -9,876 -27%
EWM
357
Executive Wealth Management
Michigan
$2.32M +$2.47M +22,528 +633%
WA
358
Waddell & Associates
Tennessee
$2.31M -$32.4M -295,313 -92%
IA
359
IFG Advisory
Georgia
$2.3M +$312K +2,845 +12%
TA
360
Tiedemann Advisors
New York
$2.28M +$724K +6,599 +35%
MAS
361
Madden Advisory Services
Florida
$2.27M +$1.1M +10,050 +65%
FTUS
362
Flow Traders U.S.
New York
$2.26M +$2.79M +25,412 New
MG
363
MilWealth Group
Wisconsin
$2.26M +$658 +6 +0%
CIBC Private Wealth Group
364
CIBC Private Wealth Group
Georgia
$2.21M +$2.41K +22 +0.1%
PFO
365
Pathstone Family Office
New Jersey
$2.2M +$2.68M +24,449 +11,113%
DWM
366
Destination Wealth Management
California
$2.19M -$42.8K -390 -2%
NEAM
367
New England Asset Management
Connecticut
$2.18M
BFEC
368
Benjamin F. Edwards & Company
Missouri
$2.18M -$35.6K -324 -1%
TCM
369
Twin Capital Management
Pennsylvania
$2.16M +$177K +1,610 +7%
WA
370
Wilshire Advisors
California
$2.16M +$177K +1,610 +7%
GWM
371
Gray Wealth Management
Maine
$2.15M +$2.66M +24,218 New
ACP
372
Aveo Capital Partners
Colorado
$2.14M -$351K -3,203 -12%
CWS
373
Cypress Wealth Services
California
$2.14M +$179K +1,632 +7%
VC
374
Vicus Capital
Pennsylvania
$2.13M -$230K -2,094 -8%
TNB
375
TCF National Bank
South Dakota
$2.12M +$9.88K +90 +0.4%