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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PK
1326
Pflug Koory
Nebraska
$5K – – –
CWA
1327
Clearview Wealth Advisors
Oregon
$4K – – –
CX Institutional
1328
CX Institutional
Indiana
$4K – – –
JMF
1329
Johnson Midwest Financial
Iowa
$4K – – –
PWMG
1330
Prestige Wealth Management Group
New Jersey
$4K – – –
WWMSC
1331
Wagner Wealth Management (South Carolina)
South Carolina
$4K – – –
BCM
1332
Bourgeon Capital Management
Connecticut
$4K +$975 +7 +37%
LWA
1333
Lenox Wealth Advisors
New York
$4K +$3.76K +27 New
ARMC
1334
American Research & Management Company
Massachusetts
$3K +$2.79K +20 New
EBA
1335
Eagle Bay Advisors
New York
$2K -$11.7K -84 -88%
HI
1336
Hudock Inc
Pennsylvania
$2K -$2.09K -15 -45%
OAJ
1337
Ogorek Anthony Joseph
New York
$2K – – –
CWA
1338
Carolina Wealth Advisors
South Carolina
$1K – – –
FCB
1339
First Command Bank
Texas
$1K – – –
FCFS
1340
First Command Financial Services
Texas
$1K – – –
BMD
1341
Better Money Decisions
New Mexico
$1K +$696 +5 New
DWA
1342
Delos Wealth Advisors
Texas
$1K +$696 +5 New
PPWM
1343
PFG Private Wealth Management
Florida
$1K +$1.39K +10 New
Clal Insurance
1344
Clal Insurance
Israel
– -$151M -1,101,000 Closed
SCA
1345
Stuart Chaussee & Associates
California
– -$35.8M -260,143 Closed
Exencial Wealth Advisors
1346
Exencial Wealth Advisors
Oklahoma
– -$31.7M -230,344 Closed
IDA
1347
Intelligence Driven Advisers
California
– -$25.2M -183,010 Closed
Winton Group
1348
Winton Group
United Kingdom
– -$15.4M -111,907 Closed
GCA
1349
Genesee Capital Advisors
New York
– -$10.7M -77,592 Closed
IA
1350
IAM Advisory
Pennsylvania
– -$10.7M -77,592 Closed