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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
1776
Strategic Wealth Partners
Ohio
$443K +$424K +2,508 New
PFG
1777
Prosperity Financial Group
California
$443K -$6.42K -38 -1%
RSWA
1778
Robinson Smith Wealth Advisors
Maine
$442K – – –
DPW
1779
DiNuzzo Private Wealth
Pennsylvania
$439K – – –
ORC
1780
O'Rourke & Company
Massachusetts
$438K – – –
BIG
1781
Brookwood Investment Group
Arizona
$438K -$20.6K -122 -5%
BWIA
1782
Bryant Woods Investment Advisors
New York
$437K – – –
CAM
1783
Cidel Asset Management
Ontario, Canada
$437K – – –
SAM
1784
Summit Asset Management
Tennessee
$436K -$33.8K -200 -8%
PCP
1785
Proficio Capital Partners
Massachusetts
$434K -$101K -600 -20%
OFG
1786
Opulen Financial Group
Virginia
$434K +$415K +2,454 New
MIM
1787
Merrion Investment Management
New Jersey
$433K +$29.6K +175 +8%
PFGIA
1788
Patriot Financial Group Insurance Agency
Massachusetts
$432K -$66K -391 -14%
NC
1789
NewSquare Capital
Pennsylvania
$431K – – –
Lazard Asset Management
1790
Lazard Asset Management
New York
$431K +$41.2K +244 +11%
JWCA
1791
J.W. Coons Advisors
Ohio
$431K – – –
WIM
1792
WealthPlan Investment Management
Nebraska
$429K +$111K +657 +37%
MC
1793
Mathes Company
New York
$426K – – –
VFP
1794
Verus Financial Partners
Virginia
$426K -$6.59K -39 -2%
MF
1795
Montis Financial
Massachusetts
$426K – – –
Bailard
1796
Bailard
California
$425K +$50.7K +300 +14%
SIC
1797
SFE Investment Counsel
California
$425K +$406K +2,406 New
CFG
1798
Carr Financial Group
Massachusetts
$424K – – –
AWAG
1799
ARS Wealth Advisors Group
Florida
$424K – – –
B
1800
BetterWealth
California
$423K – – –