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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPW
901
Oxler Private Wealth
New York
$1.62M +$27.9K +199 +2%
SCA
902
Sandy Cove Advisors
Massachusetts
$1.61M +$1.17M +8,349 +250%
BFA
903
Beacon Financial Advisory
Ohio
$1.61M +$529K +3,769 +48%
NSIM
904
North Star Investment Management
Illinois
$1.6M +$95.6K +681 +6%
HA
905
Harfst & Associates
Wyoming
$1.59M +$1.62M +11,526 New
DI
906
DFPG Investments
Utah
$1.58M -$499K -3,556 -24%
DIP
907
DT Investment Partners
Pennsylvania
$1.58M
T
908
TRUADVICE
Florida
$1.58M +$306K +2,181 +24%
SWM
909
SigFig Wealth Management
California
$1.57M +$80.5K +574 +5%
MWAM
910
Manhattan West Asset Management
California
$1.56M +$72K +513 +5%
MLA
911
My Legacy Advisors
Oregon
$1.56M -$93.2K -664 -6%
RCI
912
RS Crum Inc
California
$1.55M
PGFC
913
Peapack-Gladstone Financial Corp
New Jersey
$1.55M +$216K +1,538 +16%
NSG
914
Nalls Sherbakoff Group
Tennessee
$1.54M +$1.59M +11,301 New
NAMP
915
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.53M +$783K +5,580 +102%
FFWM
916
Future Financial Wealth Management
Ohio
$1.52M +$1.53M +10,920 New
SFG
917
StrategIQ Financial Group
Indiana
$1.52M +$28.1K +200 +2%
VFIC
918
Valley Forge Investment Consultants
Pennsylvania
$1.51M +$9.26K +66 +0.6%
LNWWM
919
Laird Norton Wetherby Wealth Management
California
$1.51M
LRIA
920
Leonard Rickey Investment Advisors
Washington
$1.5M -$47.6K -339 -3%
LSA
921
Lion Street Advisors
Texas
$1.5M +$1.24M +8,866 +449%
MC
922
Moors & Cabot
Massachusetts
$1.49M -$93.5K -666 -6%
Schroder Investment Management Group
923
Schroder Investment Management Group
United Kingdom
$1.49M -$421 -3 -0%
WF
924
WoodTrust Financial
Wisconsin
$1.48M +$90.5K +645 +6%
RFN
925
RDA Financial Network
Iowa
$1.48M +$25.4K +181 +2%