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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
626
Ropes Wealth Advisors
Massachusetts
$106K +$28.6K +277 +38%
FA
627
Fortis Advisors
Pennsylvania
$105K +$43.1K +418 +74%
AIM
628
Advantage Investment Management
Iowa
$100K +$30.1K +292 +45%
NSIM
629
North Star Investment Management
Illinois
$99K
JCM
630
Jacobi Capital Management
Pennsylvania
$95K +$90.2K +874 New
MPWT
631
MassMutual Private Wealth & Trust
Connecticut
$94.4K +$18.4K +178 +25%
FPB
632
First PREMIER Bank
South Dakota
$90K
VM
633
VPR Management
Texas
$80K
PS
634
Portfolio Solutions
Michigan
$79K
EWM
635
Edge Wealth Management
New York
$74K +$72K +698 New
SBL
636
Sargent Bickham Lagudis
Colorado
$71K
VCM
637
Vigilant Capital Management
Maine
$70K +$67.9K +658 New
AIC
638
Ayalon Insurance Company
Israel
$69K +$67.1K +650 New
FMTCOCP
639
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$63.8K
FDCDDQ
640
Federation des caisses Desjardins du Quebec
Quebec, Canada
$63.8K
IA
641
IndexIQ Advisors
New York
$63K +$17.1K +166 +39%
NPC
642
National Planning Corporation
California
$60.6K -$18.5M -179,060 -100%
RE
643
RBC Europe
United Kingdom
$60.6K
WTB
644
Washington Trust Bank
Washington
$60K +$58.7K +569 New
SWP
645
Strategic Wealth Partners
Ohio
$58K +$58.7K +569 New
FANJ
646
Financial Architects (New Jersey)
New Jersey
$56K -$9.7K -94 -15%
AF
647
Allworth Financial
California
$55K -$87K -843 -62%
TVWM
648
Tower View Wealth Management
Wisconsin
$54K +$52.7K +511 New
QAM
649
QCI Asset Management
New York
$51K
WIM
650
Westside Investment Management
California
$50.7K +$21.5K +208 +80%