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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
276
Bragg Financial Advisors
North Carolina
$457K +$460K +5,610 New
IWA
277
Inspirion Wealth Advisors
Illinois
$452K +$44.3K +541 +11%
BB
278
Bell Bank
North Dakota
$445K
HB
279
Homrich & Berg
Georgia
$444K
PFM
280
Parsec Financial Management
North Carolina
$436K +$24.4K +298 +6%
RFC
281
Regions Financial Corp
Alabama
$434K
WFG
282
Windsor Financial Group
Minnesota
$433K -$65.5K -800 -13%
CWM
283
Concert Wealth Management
California
$432K +$78.2K +955 +22%
JP Morgan Chase
284
JP Morgan Chase
New York
$429K -$3.57M -43,587 -89%
BFIM
285
Beese Fulmer Investment Management
Ohio
$424K +$6.06K +74 +1%
TRCT
286
Tower Research Capital (TRC)
New York
$419K +$377K +4,605 +869%
EFS
287
Edelman Financial Services
Virginia
$418K -$83.8K -1,023 -17%
FM
288
Foster & Motley
Ohio
$414K +$164 +2 +0%
TWA
289
TCI Wealth Advisors
Arizona
$404K -$6.14K -75 -1%
GT
290
Greenleaf Trust
Michigan
$403K
DY
291
Dowling & Yahnke
California
$402K -$26.2K -320 -6%
CA
292
Cornerstone Advisory
Maryland
$402K +$404K +4,929 New
SI
293
Stephens Inc
Arkansas
$401K +$61.7K +753 +18%
FA
294
FC Advisory
Pennsylvania
$399K +$84.5K +1,031 +27%
WA
295
WBH Advisory
Maryland
$399K +$401K +4,898 New
DC
296
Deere & Company
Illinois
$383K +$385K +4,700 New
MC
297
Mathes Company
New York
$380K
CCM
298
Coe Capital Management
Illinois
$364K +$21.7K +265 +6%
VV
299
Valentine Ventures
Oregon
$351K +$3.52K +43 +1%
NEPWA
300
New England Private Wealth Advisors
Massachusetts
$351K +$353K +4,305 New