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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
876
Ritholtz Wealth Management
New York
$1.02M -$19.1K -134 -2%
QCM
877
Quest Capital Management
Texas
$1.02M +$1.43K +10 +0.1%
SPI
878
Sutton Place Investors
New York
$1.02M +$988K +6,919 New
WPC
879
Wedmont Private Capital
Pennsylvania
$1.01M +$964K +6,754 New
NS
880
Newman & Schimel
Illinois
$1.01M -$431K -3,016 -30%
IFG
881
Investors Financial Group
Minnesota
$1.01M +$107K +751 +12%
WP
882
WealthPLAN Partners
Nebraska
$1M +$36K +252 +4%
SPP
883
Single Point Partners
Massachusetts
$1M +$970K +6,795 New
AWA
884
Alaska Wealth Advisors
Alaska
$991K -$32.1K -225 -3%
FIA
885
Foundations Investment Advisors
Arizona
$991K +$17.9K +125 +2%
SJIA
886
St. James Investment Advisors
New York
$990K +$960K +6,726 New
AIM
887
Anchor Investment Management
South Carolina
$988K +$5.71K +40 +0.6%
HAS
888
HBW Advisory Services
California
$984K +$177K +1,241 +23%
AFM
889
Abbot Financial Management
Massachusetts
$976K -$28.6K -200 -3%
FFS
890
Founders Financial Securities
Maryland
$967K +$281K +1,967 +43%
CCG
891
Chatham Capital Group
Georgia
$961K
DIA
892
Dana Investment Advisors
Wisconsin
$961K +$18K +126 +2%
CA
893
Calton & Associates
Florida
$948K +$59.5K +417 +7%
RWM
894
Rockwood Wealth Management
Pennsylvania
$941K +$914K +6,397 New
MAM
895
Marotta Asset Management
Virginia
$941K +$66.4K +465 +8%
UI
896
Unconventional Investor
New Hampshire
$930K +$907K +6,353 New
B
897
Bridgeworth
Alabama
$927K +$54.1K +379 +6%
WI
898
Wintrust Investments
Illinois
$916K +$889K +6,224 New
DJSG
899
D.J. St. Germain
Massachusetts
$915K +$34.6K +242 +4%
PFG
900
Pacific Financial Group
Washington
$914K -$71.4K -500 -8%