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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
926
SigFig Wealth Management
California
$1.59M -$10.6K -76 -0.7%
PCM
927
Perritt Capital Management
Illinois
$1.59M +$183K +1,320 +13%
BFA
928
Beacon Financial Advisory
Ohio
$1.58M -$76.5K -551 -5%
RCM
929
Rain Capital Management
Oregon
$1.57M -$231K -1,663 -13%
CFFP
930
Center for Financial Planning
Michigan
$1.56M +$61.5K +443 +4%
FA
931
Forefront Analytics
Pennsylvania
$1.55M -$329K -2,371 -18%
FWM
932
Forza Wealth Management
Florida
$1.55M -$174K -1,255 -10%
LRIA
933
Leonard Rickey Investment Advisors
Washington
$1.54M -$4.31K -31 -0.3%
AWM
934
Accurate Wealth Management
Florida
$1.53M -$278K -2,005 -16%
LIM
935
Leavell Investment Management
Alabama
$1.53M -$156K -1,122 -9%
PCIA
936
Prime Capital Investment Advisors
Kansas
$1.52M +$434K +3,123 +41%
MWAM
937
Manhattan West Asset Management
California
$1.52M -$87.6K -631 -6%
CWA
938
Canvas Wealth Advisors
Kansas
$1.51M +$712K +5,125 +100%
VCP
939
Verus Capital Partners
Arizona
$1.51M +$7.36K +53 +0.5%
EWM
940
Evercore Wealth Management
New York
$1.5M -$168K -1,207 -10%
HIGP
941
Hill Investment Group Partners
Missouri
$1.49M -$223K -1,607 -13%
SW
942
SVB Wealth
Massachusetts
$1.49M -$1.72M -12,403 -54%
FCA
943
FinTrust Capital Advisors
South Carolina
$1.48M
NF
944
Norwood Financial
Pennsylvania
$1.48M
EWM
945
Executive Wealth Management
Michigan
$1.48M +$365K +2,625 +34%
RWA
946
Redhawk Wealth Advisors
Minnesota
$1.47M -$7.72M -55,589 -84%
RCI
947
RS Crum Inc
California
$1.47M -$123K -885 -8%
KM
948
Kalos Management
Georgia
$1.47M +$16.8K +121 +1%
VFIC
949
Valley Forge Investment Consultants
Pennsylvania
$1.46M -$91.5K -659 -6%
Schroder Investment Management Group
950
Schroder Investment Management Group
United Kingdom
$1.46M -$65.3K -470 -4%