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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGWA
876
Monument Group Wealth Advisors
Massachusetts
$2.91M -$10.9K -65 -0.4%
AGP
877
Autumn Glory Partners
Texas
$2.91M -$14.2K -85 -0.5%
SWM
878
SeaCrest Wealth Management
New York
$2.88M +$346K +2,069 +14%
SFC
879
Strategic Financial Concepts
Texas
$2.88M +$2.7M +16,109 +3,987%
MCM
880
MV Capital Management
Maryland
$2.87M -$4.19K -25 -0.2%
STCOSD
881
Sageworth Trust Company of South Dakota
South Dakota
$2.85M
Renaissance Technologies
882
Renaissance Technologies
New York
$2.85M +$2.73M +16,300 New
SAM
883
Smartleaf Asset Management
Massachusetts
$2.84M +$392K +2,339 +17%
PCM
884
Parsons Capital Management
Rhode Island
$2.83M +$93.1K +556 +4%
BL
885
Balentine LLC
Georgia
$2.83M +$1.09M +6,533 +68%
WB
886
Webster Bank
Connecticut
$2.82M +$771K +4,604 +40%
WTFG
887
Wells Trecaso Financial Group
Ohio
$2.8M -$9.38K -56 -0.3%
MCA
888
MSH Capital Advisors
Arizona
$2.79M +$45.4K +271 +2%
CAMG
889
CWA Asset Management Group
Florida
$2.79M +$2.67M +15,957 New
GWMIA
890
Global Wealth Management Investment Advisory
Florida
$2.78M -$87.4K -522 -3%
TFS
891
Thoroughbred Financial Services
Tennessee
$2.77M +$126K +751 +5%
JFGIW
892
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.76M +$1.7M +10,163 +179%
IF
893
Intrua Financial
Texas
$2.76M +$50.1K +299 +2%
EMAM
894
Encompass More Asset Management
California
$2.75M +$2.63M +15,733 New
PFG
895
Pacific Financial Group
Washington
$2.74M -$84.9K -507 -3%
CSIA
896
Conrad Siegel Investment Advisors
Pennsylvania
$2.73M -$1.67M -9,965 -39%
RFC
897
Regions Financial Corp
Alabama
$2.72M -$128K -767 -5%
WF
898
Welch & Forbes
Massachusetts
$2.72M
MW
899
Maia Wealth
Colorado
$2.71M +$94.4K +564 +4%
HPFG
900
Hart & Patterson Financial Group
Massachusetts
$2.71M +$151K +903 +6%