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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWMPD
301
Integrated Wealth Management (Palm Desert)
California
$133K
RWM
302
Raffa Wealth Management
District of Columbia
$130K +$1.62K +19 +1%
BJ
303
Brouwer & Janachowski
California
$120K +$123K +1,438 New
FMII
304
Farmers & Merchants Investments Inc
Nebraska
$113K
JFA
305
JNBA Financial Advisors
Minnesota
$106K
DSC
306
Duncker Streett & Co
Missouri
$101K +$85 +1 +0.1%
IFA
307
Interactive Financial Advisors
Illinois
$99K +$37.8K +443 +60%
PMFA
308
Plante Moran Financial Advisors
Michigan
$92K
NSIM
309
North Star Investment Management
Illinois
$90K
KCPG
310
Kavar Capital Partners Group
Kansas
$84K +$86K +1,009 New
WP
311
WealthPLAN Partners
Nebraska
$73K +$40.6K +476 +121%
AF
312
Allworth Financial
California
$70K
BCM
313
Brookstone Capital Management
Illinois
$70K +$71.4K +837 New
ASN
314
Advisory Services Network
Georgia
$65K +$12.9K +151 +24%
CIM
315
Cambria Investment Management
California
$63K
GT
316
Glenmede Trust
Pennsylvania
$63K
JAM
317
JCIC Asset Management
Ontario, Canada
$60K
TFA
318
Transamerica Financial Advisors
Florida
$51K -$1.49M -17,498 -97%
TCM
319
Tradewinds Capital Management
Washington
$49K +$50K +587 New
KPCM
320
Kings Point Capital Management
New York
$45K
AWS
321
Aris Wealth Services
Pennsylvania
$45K +$1.62K +19 +4%
CG
322
Colony Group
Massachusetts
$44K +$85 +1 +0.2%
TRCT
323
Tower Research Capital (TRC)
New York
$42K +$42.6K +500 New
First Manhattan
324
First Manhattan
New York
$41K
HCM
325
Highlander Capital Management
New Jersey
$36K