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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
1426
Bogart Wealth LLC
Virginia
$224K +$160K +1,136 +201%
FDCC
1427
Foster Dykema Cabot & Co
Massachusetts
$223K
CHJWM
1428
Carlton Hofferkamp & Jenks Wealth Management
Texas
$223K +$141 +1 +0.1%
MCM
1429
Mainstay Capital Management
Michigan
$221K
KWMG
1430
King Wealth Management Group
Florida
$220K -$5.64K -40 -2%
PCM
1431
Penserra Capital Management
California
$219K -$51.8K -367 -18%
TLFA
1432
True Link Financial Advisors
California
$219K -$18.2K -129 -7%
TNA
1433
True North Advisors
Texas
$219K
SWM
1434
Silverlake Wealth Management
Vermont
$219K +$705 +5 +0.3%
DLCIG
1435
D.L. Carlson Investment Group
New Hampshire
$218K +$4.51K +32 +2%
DWA
1436
Dougherty Wealth Advisers
Minnesota
$216K +$127K +900 +122%
FWA
1437
FSC Wealth Advisors
New York
$214K -$9.6M -68,022 -98%
QPWM
1438
Quadrant Private Wealth Management
Pennsylvania
$214K +$229K +1,622 New
Vanguard Personalized Indexing Management
1439
Vanguard Personalized Indexing Management
California
$213K -$50.8K -360 -18%
OAM
1440
Occidental Asset Management
California
$212K -$9.17K -65 -4%
CAI
1441
Capital Advisors Inc
Oklahoma
$212K -$8.18K -58 -3%
PWW
1442
Pettyjohn Wood & White
Virginia
$212K +$1.13K +8 +0.5%
TW
1443
TrinityPoint Wealth
Connecticut
$212K +$1.69K +12 +0.8%
WT
1444
Washington Trust
Rhode Island
$211K -$28.8K -204 -11%
APW
1445
Austin Private Wealth
Texas
$211K -$11.8K -84 -5%
BCV
1446
Banque Cantonale Vaudoise
Switzerland
$209K -$80.3K -569 -26%
LA
1447
Legacy Advisors
Pennsylvania
$208K
SIC
1448
Shoker Investment Counsel
Ohio
$208K +$282 +2 +0.1%
SWM
1449
Selective Wealth Management
Virginia
$208K +$137K +973 +161%
BAWC
1450
Boyce & Associates Wealth Consulting
Texas
$207K +$222K +1,573 New