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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
301
Edelman Financial Services
Virginia
$502K +$26.2K +301 +6%
BCM
302
Becker Capital Management
Oregon
$499K
IWA
303
Inspirion Wealth Advisors
Illinois
$483K +$261 +3 +0.1%
GS
304
Girard Securities
California
$482K +$174 +2 +0%
RFC
305
Regions Financial Corp
Alabama
$478K
BFIM
306
Beese Fulmer Investment Management
Ohio
$477K +$15.7K +180 +3%
HB
307
Homrich & Berg
Georgia
$474K
EWM
308
Evercore Wealth Management
New York
$470K -$20.4K -234 -4%
KeyBank National Association
309
KeyBank National Association
Ohio
$464K +$464K +5,329 New
DY
310
Dowling & Yahnke
California
$452K +$174 +2 +0%
WA
311
Winfield Associates
Ohio
$452K +$453K +5,200 New
SFM
312
Signature Financial Management
Virginia
$449K +$449K +5,158 New
BFA
313
Beaumont Financial Advisors
Massachusetts
$444K +$43.9K +504 +11%
WGCA
314
Wolf Group Capital Advisors
Virginia
$438K +$203K +2,331 +86%
AC
315
Alexandria Capital
Virginia
$432K -$31.7K -364 -7%
MCM
316
MV Capital Management
Maryland
$430K -$454K -5,208 -51%
GT
317
Greenleaf Trust
Michigan
$430K
CA
318
Cornerstone Advisory
Maryland
$414K -$3.92K -45 -0.9%
WEC
319
Winslow Evans & Crocker
Massachusetts
$406K +$307K +3,524 +306%
NEPWA
320
New England Private Wealth Advisors
Massachusetts
$397K +$19.2K +220 +5%
VV
321
Valentine Ventures
Oregon
$395K +$7.67K +88 +2%
CCM
322
Coe Capital Management
Illinois
$384K
SBH
323
Segall Bryant & Hamill
Illinois
$382K
W
324
Wealthfront
California
$381K +$175K +2,011 +85%
TWA
325
TCI Wealth Advisors
Arizona
$375K -$54.5K -625 -13%