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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
951
Bryn Mawr Capital Management
Pennsylvania
$3.92M -$71.9K -359 -2%
MA
952
Montag & Associates
Georgia
$3.91M -$388K -1,939 -9%
SWM
953
SHP Wealth Management
Massachusetts
$3.9M +$751K +3,752 +23%
PA
954
Powerhouse Assets
Massachusetts
$3.9M +$25.4K +127 +0.6%
QWM
955
Quadcap Wealth Management
Texas
$3.9M -$212K -1,060 -5%
MIA
956
Milestone Investment Advisors
Wisconsin
$3.89M -$8.81K -44 -0.2%
MFT
957
Moisand Fitzgerald Tamayo
Florida
$3.89M -$214K -1,068 -5%
PCG
958
Prosperity Consulting Group
Maryland
$3.86M -$253K -1,265 -6%
Empower Advisory Group
959
Empower Advisory Group
Colorado
$3.85M -$1.1M -5,514 -22%
SWM
960
Segment Wealth Management
Texas
$3.83M -$18K -90 -0.5%
EAM
961
Evanson Asset Management
California
$3.81M -$26.8K -134 -0.7%
MFG
962
Magnus Financial Group
New York
$3.81M -$207K -1,033 -5%
PG
963
Prostatis Group
Maryland
$3.8M -$1.83M -9,155 -32%
Principal Financial Group
964
Principal Financial Group
Iowa
$3.8M +$273K +1,364 +8%
FTWA
965
Fifth Third Wealth Advisors
Ohio
$3.77M +$864K +4,316 +29%
OP
966
Oath Planning
Oklahoma
$3.77M +$646K +3,226 +20%
UFA
967
Uptown Financial Advisors
Texas
$3.75M +$22.8K +114 +0.6%
RW
968
REDW Wealth
New Mexico
$3.74M +$608K +3,037 +19%
GSEP
969
Golden State Equity Partners
California
$3.7M +$1.42M +7,076 +60%
FDW
970
Fourth Dimension Wealth
Ohio
$3.7M -$703K -3,512 -16%
KCM
971
Kendall Capital Management
Maryland
$3.7M +$541K +2,704 +17%
GWMR
972
GC Wealth Management RIA
Massachusetts
$3.7M +$304K +1,516 +9%
DIP
973
DT Investment Partners
Pennsylvania
$3.69M -$239K -1,195 -6%
HCP
974
Hexagon Capital Partners
Arkansas
$3.69M -$140K -700 -4%
IA
975
Insight Advisors
Pennsylvania
$3.69M -$55.5K -277 -1%