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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFCP
301
Twin Focus Capital Partners
Massachusetts
$1.18M
IFWM
302
Institute for Wealth Management
Colorado
$1.18M -$304K -3,109 -21%
AWS
303
AJ Wealth Strategies
New York
$1.18M +$3.03K +31 +0.3%
PFM
304
Parsec Financial Management
North Carolina
$1.18M -$152K -1,552 -12%
MAS
305
Madden Advisory Services
Florida
$1.15M +$14.1K +144 +1%
GLA
306
Great Lakes Advisors
Illinois
$1.14M +$1.12M +11,436 New
PCP
307
Proficio Capital Partners
Massachusetts
$1.14M -$803K -8,205 -42%
JFG
308
JMG Financial Group
Illinois
$1.14M
NFG
309
NewFocus Financial Group
Washington
$1.11M +$6.75K +69 +0.6%
JSL
310
JT Stratford LLC
Georgia
$1.11M +$5.68K +58 +0.5%
DHFB
311
Dixon Hubard Feinour & Brown
Virginia
$1.1M -$21K -215 -2%
GAM
312
Gould Asset Management
California
$1.09M -$253K -2,585 -19%
KFA
313
Kays Financial Advisory
Georgia
$1.08M +$15.3K +156 +1%
CWM
314
Concert Wealth Management
California
$1.08M -$336K -3,429 -24%
WI
315
WrapManager Inc
California
$1.07M -$48.3K -494 -4%
UB
316
UMB Bank
Missouri
$1.06M +$542K +5,539 +109%
PL
317
Plancorp LLC
Missouri
$1.06M +$58K +593 +6%
AF
318
Affiance Financial
Minnesota
$1.04M +$2.25K +23 +0.2%
AIA
319
AIMZ Investment Advisors
California
$1.04M +$120K +1,228 +13%
TCM
320
Tradition Capital Management
New Jersey
$996K +$139K +1,416 +17%
BF
321
BOK Financial
Oklahoma
$996K +$180K +1,836 +23%
HCIA
322
Hochman Cole Investment Advisors
Illinois
$995K +$49.1K +502 +5%
QCG
323
Quadrant Capital Group
Ohio
$982K
Millennium Management
324
Millennium Management
New York
$966K -$1.56M -15,917 -62%
FIM
325
Frontier Investment Management
Texas
$962K