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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
1626
Zullo Investment Group
Pennsylvania
$7K – – –
IRC
1627
Investors Research Corp
Georgia
$7K +$7.84K +58 New
PP
1628
PFS Partners
New Jersey
$6.9K – – –
Millburn Ridgefield Corp
1629
Millburn Ridgefield Corp
New York
$6K +$1.08K +8 +18%
CHC
1630
City Holding Co
West Virginia
$6K +$2.84K +21 +72%
ARMC
1631
American Research & Management Company
Massachusetts
$5K – – –
PK
1632
Pflug Koory
Nebraska
$5K – – –
GWMI
1633
Guardian Wealth Management (Illinois)
Illinois
$5K +$135 +1 +2%
WWP
1634
WR Wealth Planners
Missouri
$4.45K -$4.59K -34 -49%
JMF
1635
Johnson Midwest Financial
Iowa
$4K – – –
PWMG
1636
Prestige Wealth Management Group
New Jersey
$4K – – –
LS
1637
Leelyn Smith
Illinois
$3K -$176K -1,305 -98%
CWA
1638
Clearview Wealth Advisors
Oregon
$3K – – –
JGCM
1639
Joseph Group Capital Management
Ohio
$3K – – –
MFA
1640
Morling Financial Advisors
California
$3K – – –
AWA
1641
Artemis Wealth Advisors
New York
$2.1K – – –
IAS
1642
IMA Advisory Services
Colorado
$2K – – –
OAJ
1643
Ogorek Anthony Joseph
New York
$2K – – –
ACM
1644
Antonetti Capital Management
Florida
$1K -$5.41K -40 -80%
TFA
1645
Transamerica Financial Advisors
Florida
$1K -$1.22K -9 -64%
CWA
1646
Carolina Wealth Advisors
South Carolina
$1K – – –
AWMS
1647
Advocacy Wealth Management Services
Georgia
$1K +$541 +4 New
CIAS
1648
CBIZ Investment Advisory Services
Ohio
– -$173M -1,313,423 Closed
Investment Management Corp of Ontario (IMCO)
1649
Investment Management Corp of Ontario (IMCO)
Canada
– -$132M -1,001,000 Closed
Canada Pension Plan Investment Board
1650
Canada Pension Plan Investment Board
Ontario, Canada
– -$69.9M -529,800 Closed