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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWS
776
Newport Wealth Strategies
California
$402K +$81.2K +703 +26%
VF
777
Virtu Financial
New York
$402K +$387K +3,352 New
PMFA
778
Plante Moran Financial Advisors
Michigan
$401K -$117K -1,017 -23%
VM
779
VPR Management
Texas
$401K
DJSG
780
D.J. St. Germain
Massachusetts
$401K +$386K +3,342 New
MWM
781
MBE Wealth Management
Wisconsin
$399K +$385K +3,333 New
CCA
782
Checchi Capital Advisers
California
$397K
CPO
783
Cerity Partners OCIO
New York
$396K +$4.27K +37 +1%
BAS
784
Brown Advisory Securities
Maryland
$394K -$10.2K -88 -3%
WAG
785
Winthrop Advisory Group
Massachusetts
$390K +$14.4K +125 +4%
HFA
786
Hoover Financial Advisors
Pennsylvania
$387K +$373K +3,228 New
LC
787
Lindbrook Capital
California
$382K +$9.35K +81 +3%
ATPW
788
Ashton Thomas Private Wealth
Arizona
$382K +$23.3K +202 +7%
CIA
789
Capital Investment Advisors
Georgia
$380K -$3.12K -27 -0.8%
SWPG
790
Strategic Wealth Partners Group
Illinois
$378K +$364K +3,151 New
Luther King Capital Management (LKCM)
791
Luther King Capital Management (LKCM)
Texas
$377K
KA
792
Klingman & Associates
New York
$376K +$362K +3,134 New
MC
793
Mathes Company
New York
$373K
Renaissance Technologies
794
Renaissance Technologies
New York
$372K -$312K -2,700 -47%
DLCIG
795
D.L. Carlson Investment Group
New Hampshire
$372K
PFGIA
796
Patriot Financial Group Insurance Agency
Massachusetts
$372K +$172K +1,493 +93%
AWM
797
Aevitas Wealth Management
Massachusetts
$371K -$67.9K -588 -16%
FNT
798
First National Trust
Pennsylvania
$371K
1WA
799
180 Wealth Advisors
Washington
$370K -$4.16K -36 -1%
EWM
800
EPG Wealth Management
Georgia
$370K +$356K +3,088 New