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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
676
Toews Corporation
New Jersey
$1.19M -$232K -1,851 -17%
LNWWM
677
Laird Norton Wetherby Wealth Management
California
$1.19M +$44.9K +358 +4%
OPW
678
Oxler Private Wealth
New York
$1.18M +$998K +7,961 +805%
WIA
679
World Investment Advisors
California
$1.16M +$38.5K +307 +4%
NCP
680
NexWave Capital Partners
New York
$1.16M +$251 +2 +0%
BA
681
Bristlecone Advisors
Washington
$1.15M +$135K +1,080 +14%
DWM
682
Defined Wealth Management
Oregon
$1.15M +$1.03M +8,233 +1,677%
AWA
683
Arkadios Wealth Advisors
Georgia
$1.15M +$281K +2,242 +35%
FFG
684
Frisch Financial Group
New York
$1.14M +$286K +2,279 +36%
MFA
685
Mayflower Financial Advisors
Massachusetts
$1.14M -$6.14K -49 -0.6%
KeyBank National Association
686
KeyBank National Association
Ohio
$1.13M +$348K +2,774 +48%
LB
687
Leo Brokerage
Texas
$1.13M -$1.3M -10,406 -55%
GT
688
Greenleaf Trust
Michigan
$1.12M +$419K +3,340 +65%
BP
689
Broadleaf Partners
Ohio
$1.11M +$10.9K +87 +1%
PFG
690
Pacific Financial Group
Washington
$1.11M +$20.1K +160 +2%
WP
691
WealthSource Partners
California
$1.11M -$1.75K -14 -0.2%
TC
692
Trilogy Capital
California
$1.1M +$620K +4,942 +143%
AL
693
ADE LLC
Maryland
$1.1M +$251 +2 +0%
RGC
694
Roberts, Glore & Co
Illinois
$1.1M +$51.9K +414 +5%
AWE
695
Avidian Wealth Enterprises
Texas
$1.1M +$68.8K +549 +7%
PP
696
Prudential plc
United Kingdom
$1.1M +$489K +3,900 +88%
JCM
697
Jacobi Capital Management
Pennsylvania
$1.08M +$187K +1,495 +22%
BIA
698
Barry Investment Advisors
Massachusetts
$1.07M -$3.01K -24 -0.3%
APW
699
Aurora Private Wealth
New Jersey
$1.06M -$29.5K -235 -3%
PFPT
700
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.06M +$1.01M +8,075 New