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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FTI
551
Fiduciary Trust International
Massachusetts
$902K +$888K +9,054 New
IP
552
Intellectus Partners
California
$879K +$140K +1,426 +19%
VWM
553
Valley Wealth Managers
New Jersey
$875K +$360K +3,672 +72%
DT
554
Diversified Trust
Tennessee
$874K -$196 -2 -0%
LNWWM
555
Laird Norton Wetherby Wealth Management
California
$872K +$9.91K +101 +1%
MWM
556
Merriman Wealth Management
Washington
$871K -$69.5K -708 -7%
APW
557
Aurora Private Wealth
New Jersey
$870K -$904K -9,209 -51%
NWP
558
Northstar Wealth Partners
Connecticut
$866K -$81K -825 -9%
TFA
559
Tobias Financial Advisors
Florida
$862K -$35K -357 -4%
Prudential Financial
560
Prudential Financial
New Jersey
$861K -$94.9K -967 -10%
BIA
561
Barry Investment Advisors
Massachusetts
$861K -$2.45K -25 -0.3%
WIA
562
World Investment Advisors
California
$850K +$129K +1,315 +20%
Lido Advisors
563
Lido Advisors
California
$840K -$4.61M -47,018 -85%
RGC
564
Roberts, Glore & Co
Illinois
$838K -$15.2K -155 -2%
LP
565
LGL Partners
Pennsylvania
$829K
PTP
566
Platform Technology Partners
New York
$827K +$8.83K +90 +1%
HCIA
567
Hochman Cole Investment Advisors
Illinois
$825K
FFN
568
Focus Financial Network
Minnesota
$820K +$31.2K +318 +4%
RJT
569
Raymond James Trust
Florida
$820K +$37K +377 +5%
AIA
570
AIMZ Investment Advisors
California
$816K -$206K -2,099 -20%
CA
571
Claro Advisors
Massachusetts
$811K +$12.3K +125 +2%
FA
572
FCG Advisors
New Jersey
$799K +$2.94K +30 +0.4%
CA
573
Calton & Associates
Florida
$791K +$396K +4,031 +103%
FCA
574
FinTrust Capital Advisors
South Carolina
$788K -$12.8K -130 -2%
AA
575
AlphaMark Advisors
Kentucky
$786K -$16.9K -172 -2%