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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
901
Kovitz Investment Group Partners
Illinois
$1.7M -$539K -3,881 -24%
NDSI
902
Newman Dignan & Sheerar Inc
Rhode Island
$1.7M -$42.1K -303 -2%
GWM
903
Geneos Wealth Management
Colorado
$1.7M +$220K +1,582 +15%
TFS
904
Thoroughbred Financial Services
Tennessee
$1.7M +$556 +4 +0%
NSIM
905
North Star Investment Management
Illinois
$1.7M +$45K +324 +3%
WF
906
WoodTrust Financial
Wisconsin
$1.68M +$150K +1,078 +10%
RFA
907
RTD Financial Advisors
Pennsylvania
$1.68M -$10.7K -77 -0.6%
EL
908
EMFO LLC
Florida
$1.68M -$262K -1,884 -14%
T
909
TRUADVICE
Florida
$1.68M +$50.7K +365 +3%
XF
910
XML Financial
Maryland
$1.68M +$169K +1,216 +11%
PGFC
911
Peapack-Gladstone Financial Corp
New Jersey
$1.67M +$88.3K +636 +6%
LGWM
912
Litman Gregory Wealth Management
California
$1.66M +$1.62M +11,694 New
LWM
913
Laidlaw Wealth Management
New York
$1.66M -$19.3K -139 -1%
CCM
914
Chilton Capital Management
Texas
$1.66M +$1.6M +11,521 +8,795%
DIP
915
DT Investment Partners
Pennsylvania
$1.65M
DI
916
DFPG Investments
Utah
$1.63M -$24.4K -176 -2%
BCMLT
917
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.62M -$25.3M -182,063 -94%
LNWWM
918
Laird Norton Wetherby Wealth Management
California
$1.61M +$61.5K +443 +4%
HR
919
Hardy Reed
Mississippi
$1.61M -$6.6M -47,546 -81%
RF
920
Rollins Financial
Georgia
$1.6M -$184K -1,328 -11%
MC
921
Moors & Cabot
Massachusetts
$1.6M +$60K +432 +4%
MSWMA
922
Market Street Wealth Management Advisors
Indiana
$1.6M -$220K -1,585 -12%
SFG
923
StrategIQ Financial Group
Indiana
$1.59M +$31.3K +225 +2%
SCA
924
Sandy Cove Advisors
Massachusetts
$1.59M -$66.7K -480 -4%
MLA
925
My Legacy Advisors
Oregon
$1.59M -$7.92K -57 -0.5%