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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
701
Principle Wealth Partners
Connecticut
$2.15M +$894K +6,616 +61%
PIA
702
Perennial Investment Advisors
California
$2.13M +$1.77M +13,130 +319%
BAM
703
Baldrige Asset Management
Pennsylvania
$2.12M +$88.9K +658 +4%
SMC
704
Smith, Moore & Co
Missouri
$2.11M +$119K +883 +5%
FHA
705
Flagship Harbor Advisors
Massachusetts
$2.11M +$9.19K +68 +0.4%
EAM
706
Evanson Asset Management
California
$2.1M -$226K -1,673 -9%
LFA
707
Level Financial Advisors
New York
$2.09M +$100K +743 +5%
NCM
708
Novare Capital Management
North Carolina
$2.09M +$4.05K +30 +0.2%
PWM
709
PBMares Wealth Management
Virginia
$2.09M +$111K +823 +5%
WB
710
WesBanco Bank
West Virginia
$2.07M +$81.9K +606 +4%
HIGP
711
Hill Investment Group Partners
Missouri
$2.07M +$4.33K +32 +0.2%
EL
712
EMFO LLC
Florida
$2.06M +$98.3K +727 +5%
ACM
713
AUA Capital Management
Pennsylvania
$2.06M -$254K -1,882 -10%
AWM
714
Accel Wealth Management
Iowa
$2.05M +$81.4K +602 +4%
WAS
715
Wealth Advisory Solutions
Indiana
$2.05M +$2.25M +16,613 New
CWC
716
Carolinas Wealth Consulting
North Carolina
$2.05M +$6.62K +49 +0.3%
VBFP
717
Valtinson Bruner Financial Planning
Minnesota
$2.05M +$172K +1,269 +8%
PCA
718
Personal Capital Advisors
California
$2.04M -$168K -1,244 -7%
MCWS
719
McKinley Carter Wealth Services
West Virginia
$2.02M -$69.6K -515 -3%
OIA
720
OneDigital Investment Advisors
Kansas
$2.02M +$595K +4,404 +37%
STCOSD
721
Sageworth Trust Company of South Dakota
South Dakota
$2.01M
MECA
722
Miller Equity Capital Advisors
Texas
$2.01M
SWA
723
SOA Wealth Advisors
New York
$1.99M +$64.2K +475 +3%
MA
724
MONECO Advisors
Connecticut
$1.99M -$29.3K -217 -1%
MAM
725
Marotta Asset Management
Virginia
$1.99M +$577K +4,267 +36%