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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWC
601
Carolinas Wealth Consulting
North Carolina
$2.08M +$20.5K +149 +1%
FCI
602
Financial Counselors Inc
Kansas
$2.07M +$279K +2,029 +16%
SIAG
603
Safeguard Investment Advisory Group
California
$2.05M +$1.43M +10,393 +230%
Barclays
604
Barclays
United Kingdom
$2.04M +$1.47M +10,718 +259%
SEP
605
Southland Equity Partners
Missouri
$2.04M +$145K +1,053 +8%
BWM
606
Birchcreek Wealth Management
Ohio
$2.04M +$107K +779 +6%
WGCA
607
Wolf Group Capital Advisors
Virginia
$2.03M -$49.3K -359 -2%
O'Shaughnessy Asset Management
608
O'Shaughnessy Asset Management
Connecticut
$2.03M +$41.4K +301 +2%
SL
609
SWMG LLC
Texas
$2.02M +$14.2K +103 +0.7%
Almanack Investment Partners
610
Almanack Investment Partners
Pennsylvania
$2M +$922K +6,709 +86%
CFA
611
CWS Financial Advisors
Michigan
$1.98M +$730K +5,313 +58%
RPGK
612
Retirement Planning Group (Kansas)
Kansas
$1.98M +$1.98M +14,411 New
GMA
613
Goldstein Munger & Associates
California
$1.97M – – –
Synovus Financial
614
Synovus Financial
Georgia
$1.97M +$1.28M +9,345 +188%
EP
615
Eudaimonia Partners
Tennessee
$1.96M +$356K +2,589 +22%
Advisor Partners
616
Advisor Partners
California
$1.96M +$124K +904 +7%
OneDigital Investment Advisors
617
OneDigital Investment Advisors
Kansas
$1.96M +$428K +3,115 +28%
WFA
618
Wells Financial Advisors
Massachusetts
$1.93M -$249K -1,814 -11%
North Star Asset Management
619
North Star Asset Management
Wisconsin
$1.9M +$98.7K +718 +5%
Burney Company
620
Burney Company
Virginia
$1.9M -$275K -2,005 -13%
RF
621
Rollins Financial
Georgia
$1.89M -$4.53K -33 -0.2%
WNY Asset Management
622
WNY Asset Management
New York
$1.88M +$368K +2,678 +24%
RPG
623
Resource Planning Group
Georgia
$1.86M -$9.6K -70 -0.5%
MV Capital Management
624
MV Capital Management
Maryland
$1.84M – – –
AL
625
ACAS LLC
California
$1.83M +$73.1K +532 +4%