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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
XSC
1601
X-Square Capital
Puerto Rico
$350K +$43.9K +285 +15%
DFCM
1602
Dark Forest Capital Management
Puerto Rico
$348K -$1.03M -6,673 -76%
PNAA
1603
Pictet North America Advisors
Switzerland
$347K
VWM
1604
Venturi Wealth Management
Texas
$347K -$617 -4 -0.2%
VFA
1605
Voya Financial Advisors
Connecticut
$346K -$42.9K -278 -12%
JFA
1606
JNBA Financial Advisors
Minnesota
$345K -$112K -724 -25%
RCP
1607
Rothschild Capital Partners
New York
$345K -$175K -1,135 -35%
PG
1608
Proffitt & Goodson
Tennessee
$345K
RW
1609
RVW Wealth
California
$345K
MWA
1610
Motive Wealth Advisors
Michigan
$344K +$69.1K +448 +27%
Lazard Asset Management
1611
Lazard Asset Management
New York
$344K -$124K -807 -28%
BG
1612
Benedetti & Gucer
Georgia
$343K -$16.5K -107 -5%
SCM
1613
Saxony Capital Management
Missouri
$342K +$14.3K +93 +5%
HBW
1614
Hazlett, Burt & Watson
West Virginia
$340K +$1.39K +9 +0.4%
LA
1615
Legacy Advisors
Pennsylvania
$340K +$78.9K +512 +33%
FMII
1616
Farmers & Merchants Investments Inc
Nebraska
$339K +$154 +1 +0%
SAM
1617
S.A. Mason
Michigan
$338K -$7.71K -50 -2%
WG
1618
Wealth Group
North Carolina
$338K +$320K +2,076 New
MAM
1619
Milestone Asset Management
Pennsylvania
$337K +$4.16K +27 +1%
EFP
1620
EnRich Financial Partners
Wisconsin
$335K +$771 +5 +0.2%
TSS
1621
Two Sigma Securities
New York
$335K +$317K +2,058 New
DWP
1622
Destiny Wealth Partners
Florida
$333K +$17.6K +114 +6%
LMKC
1623
L.M. Kohn & Company
Ohio
$328K +$6.78K +44 +2%
VCM
1624
Versant Capital Management
Arizona
$328K -$1.39K -9 -0.4%
WFPG
1625
Waller Financial Planning Group
Ohio
$328K -$68.6K -445 -18%