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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
551
AllSquare Wealth Management
New York
$6K
WCM
552
Wealthcare Capital Management
Virginia
$6K
HCA
553
Harbour Capital Advisors
Virginia
$5.63K +$5.61K +59 New
SFPIA
554
Stevens First Principles Investment Advisors
California
$5K
BCM
555
Blume Capital Management
California
$5K +$4.66K +49 New
VWM
556
Valley Wealth Managers
New Jersey
$2K -$14.1K -148 -86%
TFA
557
Transamerica Financial Advisors
Florida
$1K -$43.6K -458 -100%
ECM
558
Exchange Capital Management
Michigan
$1K
CMO
559
Covenant Multifamily Offices
Texas
-$14.4M -154,391 Closed
SCA
560
Stuart Chaussee & Associates
California
-$11.9M -128,152 Closed
GWM
561
Greenwich Wealth Management
Connecticut
-$1.28M -13,768 Closed
FIM
562
Frontier Investment Management
Texas
-$934K -10,044 Closed
Franklin Resources
563
Franklin Resources
California
-$792K -8,514 Closed
PCM
564
Penserra Capital Management
California
-$498K -5,364 Closed
JSA
565
Jacobson & Schmitt Advisors
Wisconsin
-$493K -5,303 Closed
BJL
566
Brighton Jones LLC
Washington
-$427K -4,590 Closed
PA
567
Pinnacle Associates
New York
-$233K -2,500 Closed
Aristotle Capital Management
568
Aristotle Capital Management
California
-$228K -2,455 Closed
SFS
569
Summit Financial Strategies
Ohio
-$227K -2,439 Closed
OAM
570
Occidental Asset Management
California
-$223K -2,397 Closed
CIC
571
Cornercap Investment Counsel
Georgia
-$220K -2,360 Closed
TCM
572
Traynor Capital Management
Pennsylvania
-$214K -2,293 Closed
TCM
573
Telos Capital Management
California
-$208K -2,231 Closed
Lido Advisors
574
Lido Advisors
California
-$205K -2,201 Closed
NP
575
NorthRock Partners
Minnesota
-$204K -2,196 Closed