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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BL
851
Balentine LLC
Georgia
$1.99M -$34.3M -247,017 -95%
I
852
INVST
Indiana
$1.98M +$21K +151 +1%
SG Americas Securities
853
SG Americas Securities
New York
$1.97M -$8.14M -58,596 -81%
PWP
854
Principle Wealth Partners
Connecticut
$1.97M -$24.6K -177 -1%
TWM
855
Tradition Wealth Management
Minnesota
$1.97M -$21.8K -157 -1%
RFC
856
Regions Financial Corp
Alabama
$1.96M -$136K -980 -7%
LF
857
LifeSteps Financial
California
$1.95M +$28.9K +208 +2%
VAM
858
Verity Asset Management
North Carolina
$1.95M -$5.2M -37,450 -73%
PCM
859
Parsons Capital Management
Rhode Island
$1.95M +$196K +1,413 +11%
AWS
860
AJ Wealth Strategies
New York
$1.94M -$33.2K -239 -2%
SWA
861
SOA Wealth Advisors
New York
$1.94M -$72.2K -520 -4%
NIM
862
Northeast Investment Management
Massachusetts
$1.93M +$581K +4,186 +44%
AWA
863
Alta Wealth Advisors
Massachusetts
$1.93M
PA
864
Probity Advisors
Texas
$1.92M +$1.88M +13,517 New
BWA
865
Blodgett Wealth Advisors
California
$1.92M -$31.3K -225 -2%
KWMG
866
King Wealth Management Group
Florida
$1.91M -$440K -3,169 -19%
KWS
867
Keystone Wealth Services
California
$1.91M -$5M -36,023 -73%
AFAS
868
Acorn Financial Advisory Services
Virginia
$1.91M +$27.5K +198 +1%
WWM
869
Western Wealth Management
Colorado
$1.9M +$36.7K +264 +2%
MGWM
870
Marks Group Wealth Management
Minnesota
$1.89M -$11.3K -81 -0.6%
WAM
871
WNY Asset Management
New York
$1.89M -$902K -6,492 -33%
JCM
872
Jacobi Capital Management
Pennsylvania
$1.89M -$88.5K -637 -5%
IAA
873
Independent Advisor Alliance
North Carolina
$1.88M +$2.22K +16 +0.1%
LAM
874
LifePro Asset Management
California
$1.87M -$1.2M -8,619 -40%
AFO
875
Allie Family Office
Florida
$1.85M +$158K +1,140 +10%