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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
926
Evolution Wealth Advisors
Florida
$464K -$6.09M -43,712 -93%
PIA
927
Perennial Investment Advisors
California
$463K +$117K +839 +32%
QCG
928
Quadrant Capital Group
Ohio
$461K +$5.57K +40 +1%
SSB
929
Sandy Spring Bank
Maryland
$460K +$2.51K +18 +0.5%
KA
930
Klingman & Associates
New York
$457K
BFWA
931
Benchmark Financial Wealth Advisors
Florida
$454K -$2.55M -18,348 -85%
SFS
932
Summit Financial Strategies
Ohio
$454K
SWP
933
Summit Wealth Partners
Florida
$453K -$130K -931 -22%
VM
934
VPR Management
Texas
$453K
BCA
935
Bay Colony Advisors
Massachusetts
$451K -$139K -1,000 -23%
HIP
936
Harrell Investment Partners
Texas
$451K
TI
937
Trexquant Investment
Connecticut
$451K +$464K +3,330 New
FWM
938
Fairhaven Wealth Management
Illinois
$446K +$52.1K +374 +13%
LWA
939
LWS Wealth Advisors
New Jersey
$443K +$3.76K +27 +0.8%
1WA
940
180 Wealth Advisors
Washington
$439K -$10.4K -75 -2%
WKWM
941
Walter & Keenan Wealth Management
Indiana
$439K +$451K +3,242 New
SAM
942
Stringer Asset Management
Tennessee
$438K -$776K -5,575 -63%
ACA
943
Aptus Capital Advisors
Alabama
$437K
SAS
944
Stelac Advisory Services
New York
$437K
Vontobel Holding
945
Vontobel Holding
Switzerland
$436K
PHS
946
Pekin Hardy Strauss
Illinois
$436K +$8.35K +60 +2%
AA
947
Ancora Advisors
Ohio
$436K +$139K +995 +45%
TCMP
948
Thrive Capital Management (Pennsylvania)
Pennsylvania
$432K -$70.7K -508 -14%
SC
949
Schoolcraft Capital
Colorado
$431K +$5.57K +40 +1%
BG
950
Benedetti & Gucer
Georgia
$426K +$100K +719 +30%