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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
676
Wescott Financial Advisory Group
Pennsylvania
$4.58M -$509K -3,184 -10%
IGWM
677
ICA Group Wealth Management
Colorado
$4.55M -$4.92M -30,759 -52%
ITB
678
Idaho Trust Bank
Idaho
$4.55M +$4.53M +28,348 New
NPFS
679
Novak & Powell Financial Services
Florida
$4.53M +$639 +4 +0%
TCMP
680
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.51M +$4.49M +28,122 New
SVWAG
681
Sound View Wealth Advisors Group
Georgia
$4.51M -$101K -635 -2%
CPW
682
Catalyst Private Wealth
California
$4.5M +$307K +1,921 +7%
D
683
Dentgroup
Louisiana
$4.5M -$365K -2,282 -8%
IP
684
Intellectus Partners
California
$4.47M +$208K +1,300 +5%
First Manhattan
685
First Manhattan
New York
$4.47M -$55K -344 -1%
BP
686
Ballentine Partners
Massachusetts
$4.46M +$127K +795 +3%
DWM
687
Destination Wealth Management
California
$4.46M +$437K +2,734 +11%
PP
688
Prudential plc
United Kingdom
$4.45M +$3.7M +23,150 +505%
LWM
689
Lodestone Wealth Management
Washington
$4.45M -$392K -2,450 -8%
HI
690
Horizon Investments
North Carolina
$4.4M +$876K +5,480 +25%
MPW
691
MA Private Wealth
California
$4.4M -$68.2K -427 -2%
C
692
CEDRUS
Colorado
$4.4M +$350K +2,188 +9%
WPC
693
Wedmont Private Capital
Pennsylvania
$4.39M -$111K -697 -3%
SWM
694
SigFig Wealth Management
California
$4.36M +$846K +5,290 +24%
BWM
695
Birchcreek Wealth Management
Ohio
$4.35M -$520K -3,255 -11%
DWT
696
Dorsey & Whitney Trust
South Dakota
$4.35M -$45.4K -284 -1%
Nomura Asset Management
697
Nomura Asset Management
Japan
$4.35M -$12.4M -77,700 -74%
CTA
698
Chesley Taft & Associates
Illinois
$4.34M +$400K +2,500 +10%
LIWM
699
Long Island Wealth Management
New York
$4.3M +$39.8K +249 +0.9%
LFA
700
Laraway Financial Advisors
Minnesota
$4.3M +$81K +507 +2%