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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1201
WNY Asset Management
New York
$1.49M -$256K -1,518 -15%
LCWP
1202
Legacy Capital Wealth Partners
Arkansas
$1.49M +$52.4K +310 +4%
WWA
1203
Wingate Wealth Advisors
Massachusetts
$1.49M +$372K +2,203 +35%
SC
1204
Scotia Capital
Ontario, Canada
$1.48M -$39.2K -232 -3%
SIM
1205
Synergy Investment Management
Florida
$1.48M +$44.8K +265 +3%
FPW
1206
Flywheel Private Wealth
California
$1.48M
SFS
1207
Summit Financial Strategies
Ohio
$1.48M +$19.8K +117 +1%
CA
1208
Calton & Associates
Florida
$1.47M -$44.4K -263 -3%
KAM
1209
KEB Asset Management
Illinois
$1.46M -$93.9K -556 -6%
CCA
1210
Cobblestone Capital Advisors
New York
$1.46M
CSIA
1211
Conrad Siegel Investment Advisors
Pennsylvania
$1.45M -$262K -1,551 -16%
KP
1212
Kitching Partners
Pennsylvania
$1.45M +$465K +2,753 +51%
WEG
1213
World Equity Group
Illinois
$1.44M -$117K -694 -8%
WFM
1214
Wolff Financial Management
Michigan
$1.44M -$29.2K -173 -2%
FFM
1215
Forum Financial Management
Illinois
$1.44M -$91.4K -541 -6%
NEPWA
1216
New England Private Wealth Advisors
Massachusetts
$1.43M +$2.87K +17 +0.2%
DWM
1217
Diversify Wealth Management
Utah
$1.43M +$20.1K +119 +2%
HA
1218
Helium Advisors
Washington
$1.43M -$2.03K -12 -0.1%
MCM
1219
MidAtlantic Capital Management
Virginia
$1.42M +$76K +450 +6%
GAA
1220
Guardian Asset Advisors
Pennsylvania
$1.42M +$627K +3,715 +86%
MPW
1221
MASECO Private Wealth
$1.42M +$1.35M +8,010 New
CM
1222
Columbus Macro
Pennsylvania
$1.41M
THCM
1223
Taylor Hoffman Capital Management
Virginia
$1.41M -$24.7K -146 -2%
PHS
1224
Pekin Hardy Strauss
Illinois
$1.41M +$367K +2,175 +38%
BPWM
1225
Badgley Phelps Wealth Managers
Washington
$1.41M +$50.5K +299 +4%