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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
1026
Paragon Private Wealth Management
Kentucky
$1.15M +$130K +905 +12%
ODIJL
1027
One Day In July LLC
Vermont
$1.15M +$4.58K +32 +0.4%
4FG
1028
4Thought Financial Group
New York
$1.14M +$5.16K +36 +0.4%
NPT
1029
Nixon Peabody Trust
Massachusetts
$1.14M
AWA
1030
Acorn Wealth Advisors
Michigan
$1.14M -$96.9K -676 -8%
THWM
1031
Taylor Hoffman Wealth Management
Virginia
$1.14M -$1K -7 -0.1%
LNWWM
1032
Laird Norton Wetherby Wealth Management
California
$1.13M -$453K -3,162 -28%
NCM
1033
Northwest Capital Management
Oregon
$1.11M
SOS
1034
Silver Oak Securities
Tennessee
$1.11M +$90.6K +632 +9%
GC
1035
Grimes & Company
Massachusetts
$1.11M +$514K +3,584 +80%
SW
1036
SVB Wealth
Massachusetts
$1.11M -$352K -2,455 -23%
RGC
1037
Roberts, Glore & Co
Illinois
$1.11M -$39.4K -275 -3%
TC
1038
TAP Consulting
Missouri
$1.1M +$63.6K +444 +6%
KFS
1039
Kelly Financial Services
Massachusetts
$1.1M -$301K -2,102 -21%
PCG
1040
Prosperity Consulting Group
Maryland
$1.09M +$85.8K +599 +8%
AP
1041
Advisors Preferred
Maryland
$1.09M +$1.15M +8,000 New
PTP
1042
Platform Technology Partners
New York
$1.09M -$8.02K -56 -0.7%
BWP
1043
Bernardo Wealth Planning
Pennsylvania
$1.09M +$248K +1,728 +28%
SPI
1044
Sutton Place Investors
New York
$1.09M +$144K +1,005 +15%
FCA
1045
FinTrust Capital Advisors
South Carolina
$1.09M -$386K -2,691 -25%
BL
1046
Balentine LLC
Georgia
$1.08M -$880K -6,145 -44%
DIA
1047
Dana Investment Advisors
Wisconsin
$1.08M +$11.9K +83 +1%
BA
1048
Bristlecone Advisors
Washington
$1.08M -$57K -398 -5%
PA
1049
Paragon Advisors
Texas
$1.08M -$902K -6,294 -45%
CIA
1050
Capital Investment Advisors
Georgia
$1.06M +$26.8K +187 +2%