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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
626
Principle Wealth Partners
Connecticut
$1.68M
PL
627
Plancorp LLC
Missouri
$1.68M +$36.5K +262 +2%
VFA
628
Voya Financial Advisors
Connecticut
$1.66M +$14.1K +101 +0.8%
DAS
629
Dynamic Advisor Solutions
Arizona
$1.66M -$95.1K -683 -5%
PCA
630
Pallas Capital Advisors
Massachusetts
$1.65M -$185K -1,329 -10%
CAM
631
Covenant Asset Management
New Jersey
$1.65M -$16.6K -119 -1%
Barclays
632
Barclays
United Kingdom
$1.63M -$391K -2,809 -19%
DT
633
Diversified Trust
Tennessee
$1.63M +$110K +787 +7%
SWPG
634
Strategic Wealth Partners Group
Illinois
$1.63M +$1.68M +12,046 New
RC
635
Roundview Capital
New Jersey
$1.63M
LFF
636
Level Four Financial
Texas
$1.63M -$54.2K -389 -3%
KLI
637
Kelman-Lazarov Inc
Tennessee
$1.62M -$82.6K -593 -5%
V
638
Veritable
Delaware
$1.6M -$147K -1,059 -8%
TAM
639
Tocqueville Asset Management
New York
$1.6M -$20.9K -150 -1%
KPW
640
Kore Private Wealth
New York
$1.59M -$148K -1,060 -8%
IFAM
641
Institutional & Family Asset Management
Colorado
$1.59M +$7.66K +55 +0.5%
TFGT
642
TS Financial Group (TSFG)
Illinois
$1.57M +$360K +2,587 +29%
WA
643
WBH Advisory
Maryland
$1.57M -$492K -3,537 -23%
LRIA
644
Leonard Rickey Investment Advisors
Washington
$1.55M -$12.3K -88 -0.8%
SFPM
645
Sensible Financial Planning & Management
Massachusetts
$1.55M -$80.6K -579 -5%
LNWWM
646
Laird Norton Wetherby Wealth Management
California
$1.55M +$303K +2,176 +24%
VAS
647
Vestmark Advisory Solutions
Massachusetts
$1.54M -$38.2K -274 -2%
KeyBank National Association
648
KeyBank National Association
Ohio
$1.54M +$184K +1,320 +13%
VFIC
649
Valley Forge Investment Consultants
Pennsylvania
$1.53M -$81.3K -584 -5%
OPW
650
Oxler Private Wealth
New York
$1.53M