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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BDF
251
Black Diamond Financial
Maryland
$4.39M -$372K -3,531 -8%
HDIM
252
Hanson & Doremus Investment Management
Vermont
$4.36M -$526 -5 -0%
GRP
253
Global Retirement Partners
California
$4.34M -$976K -9,274 -19%
SCA
254
STALEY CAPITAL ADVISERS
Pennsylvania
$4.33M
EI
255
Ellevest Inc
New York
$4.31M +$202K +1,919 +6%
TC
256
Truvestments Capital
Florida
$4.29M +$4.19M +39,827 New
CWAG
257
Compton Wealth Advisory Group
Virginia
$4.21M +$412K +3,916 +11%
FHC
258
First Heartland Consultants
Missouri
$4.18M +$173K +1,639 +4%
KA
259
Kovack Advisors
Florida
$4.1M +$31K +294 +0.8%
SQA
260
Simon Quick Advisors
New Jersey
$4.09M +$2M +19,018 +100%
JIC
261
Johnson Investment Counsel
Ohio
$4.08M -$152K -1,442 -4%
SC
262
Savant Capital
Illinois
$4.02M -$20.8K -198 -0.5%
PFM
263
Phillips Financial Management
Indiana
$4.01M -$58.6K -557 -1%
C
264
Clearshares
New York
$4M +$6.11K +58 +0.2%
MWA
265
Martel Wealth Advisors
Washington
$3.99M +$69.6K +661 +2%
NNP
266
Nachman Norwood & Parrott
South Carolina
$3.98M -$159K -1,512 -4%
M&T Bank
267
M&T Bank
New York
$3.93M +$530K +5,035 +16%
TPWA
268
TRUE Private Wealth Advisors
Oregon
$3.88M +$180K +1,712 +5%
FAAS
269
First Allied Advisory Services
California
$3.87M -$2.21M -20,954 -37%
EWA
270
Exencial Wealth Advisors
Oklahoma
$3.85M +$9.69K +92 +0.3%
WPSG
271
Wealth & Pension Services Group
Georgia
$3.8M -$6K -57 -0.2%
PFA
272
Paradigm Financial Advisors
Missouri
$3.8M -$13.1K -124 -0.4%
SIA
273
Starfire Investment Advisers
Michigan
$3.8M +$1.34M +12,681 +56%
CFD
274
Creative Financial Designs
Indiana
$3.8M +$1.69M +16,036 +83%
TIM
275
Tortoise Investment Management
New York
$3.76M +$61.7K +586 +2%