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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
226
Regal Investment Advisors
Michigan
$5.76M +$420K +3,845 +8%
CS
227
Credit Suisse
Switzerland
$5.56M +$5.47M +50,143 New
GRP
228
Global Retirement Partners
California
$5.56M +$1.06M +9,741 +24%
EMPI
229
Elo Mutual Pension Insurance
Finland
$5.55M +$5.46M +50,000 New
WIC
230
Whitegate Investment Counselors
New Hampshire
$5.52M -$18.7K -171 -0.3%
GSIS
231
Global Strategic Investment Solutions
Arizona
$5.41M +$343K +3,138 +7%
BFA
232
Bragg Financial Advisors
North Carolina
$5.4M +$404K +3,698 +8%
AWM
233
Avior Wealth Management
Nebraska
$5.33M +$304K +2,787 +6%
QIM
234
Quest Investment Management
Oregon
$5.3M +$42.4K +388 +0.8%
Jane Street
235
Jane Street
New York
$5.26M +$5.18M +47,470 New
FLA
236
Financial Life Advisors
Texas
$5.26M -$525K -4,808 -9%
PMG
237
ProVise Management Group
Florida
$5.24M +$21K +192 +0.4%
MWP
238
MYCIO Wealth Partners
Pennsylvania
$5.19M +$136K +1,249 +3%
FAIM
239
Financial Advocates Investment Management
Washington
$5.18M -$45.1K -413 -0.9%
DPI
240
Diversified Portfolios Inc
Michigan
$5.01M -$196K -1,793 -4%
MAFM
241
Mid Atlantic Financial Management
Pennsylvania
$4.99M +$81.2K +744 +2%
TFA
242
TPG Financial Advisors
Oregon
$4.97M +$52.1K +477 +1%
EWM
243
Empirical Wealth Management
Washington
$4.95M +$1.15M +10,526 +31%
FA
244
FDx Advisors
Illinois
$4.9M -$162K -1,481 -3%
NFG
245
Next Financial Group
Texas
$4.89M +$4.73M +43,296 +5,306%
CWAG
246
Compton Wealth Advisory Group
Virginia
$4.84M +$491K +4,500 +12%
SQA
247
Simon Quick Advisors
New Jersey
$4.82M +$591K +5,413 +14%
AllianceBernstein
248
AllianceBernstein
Tennessee
$4.72M +$106K +967 +2%
MAS
249
Managed Account Services
Florida
$4.71M -$125K -1,142 -3%
EA
250
Efficient Advisors
Ohio
$4.69M -$108K -990 -2%