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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
351
Merriman Wealth Management
Washington
$6.64M +$310K +2,229 +5%
KA
352
Kovack Advisors
Florida
$6.59M -$1.03M -7,411 -13%
H
353
HoyleCohen
California
$6.58M +$259K +1,863 +4%
CF
354
Corrigan Financial
Rhode Island
$6.57M -$52.9K -380 -0.8%
SFM
355
Signet Financial Management
New Jersey
$6.55M +$6.74M +48,420 New
CF
356
Centaurus Financial
California
$6.51M +$103K +739 +2%
MAS
357
Madden Advisory Services
Florida
$6.49M +$4.29M +30,806 +180%
KWM
358
Keebeck Wealth Management
Illinois
$6.41M -$551K -3,954 -8%
PG
359
Prostatis Group
Maryland
$6.39M +$767K +5,506 +13%
OPCM
360
Osborne Partners Capital Management
California
$6.34M -$47.3K -340 -0.7%
SFS
361
Sowell Financial Services
Arkansas
$6.32M +$2.23K +16 +0%
AWM
362
Avior Wealth Management
Nebraska
$6.31M -$583K -4,186 -8%
GP
363
Girard Partners
Pennsylvania
$6.31M -$388K -2,783 -6%
C
364
Clearshares
New York
$6.29M +$158K +1,132 +2%
EFG
365
Everhart Financial Group
Ohio
$6.28M -$588K -4,224 -8%
PAG
366
Private Advisory Group
Washington
$6.28M +$183K +1,315 +3%
5L
367
55I LLC
Massachusetts
$6.23M +$1.07M +7,695 +20%
FLA
368
Financial Life Advisors
Texas
$6.2M -$45K -323 -0.7%
Lido Advisors
369
Lido Advisors
California
$6.15M +$606K +4,352 +11%
LWP
370
Lumature Wealth Partners
Georgia
$6.08M +$300K +2,157 +5%
CS
371
Comerica Securities
Michigan
$6.05M +$270K +1,937 +5%
SWM
372
Southern Wealth Management
Texas
$6.03M +$33.1K +238 +0.5%
TIM
373
Tortoise Investment Management
New York
$5.94M -$34.4K -247 -0.6%
OCPWS
374
One Charles Private Wealth Services
Massachusetts
$5.93M +$68.5K +492 +1%
DPI
375
Diversified Portfolios Inc
Michigan
$5.89M +$331K +2,374 +6%