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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PO
326
Private Ocean
California
$930K -$37.4K -391 -4%
FIM
327
Frontier Investment Management
Texas
$930K +$922K +9,636 New
WEC
328
Winslow Evans & Crocker
Massachusetts
$930K +$60.2K +629 +7%
HCIA
329
Hochman Cole Investment Advisors
Illinois
$914K -$98.1K -1,025 -10%
Wolverine Trading
330
Wolverine Trading
Illinois
$912K +$906K +9,467 New
IIC
331
Integrated Investment Consultants
Michigan
$908K -$4.4K -46 -0.5%
JWM
332
Janiczek Wealth Management
Colorado
$907K
WA
333
WBH Advisory
Maryland
$898K +$4.79K +50 +0.5%
AIA
334
AIMZ Investment Advisors
California
$888K +$14.1K +147 +2%
GC
335
Gilbert & Cook
Iowa
$860K -$1.49M -15,585 -64%
DT
336
Diversified Trust
Tennessee
$847K -$184K -1,924 -18%
JFA
337
JNBA Financial Advisors
Minnesota
$834K +$1.15K +12 +0.1%
FHA
338
Flagship Harbor Advisors
Massachusetts
$828K +$42.5K +444 +5%
TCM
339
Tradition Capital Management
New Jersey
$826K +$136K +1,420 +20%
Bank of Nova Scotia
340
Bank of Nova Scotia
Ontario, Canada
$821K
WAM
341
Wealthspire Advisors (Maryland)
Maryland
$821K +$682K +7,121 +517%
DWM
342
Doyle Wealth Management
Florida
$811K +$37K +387 +5%
BA
343
Bristlecone Advisors
Washington
$804K
AL
344
Aspiriant LLC
California
$801K
EK
345
Evensky & Katz
Florida
$800K
SAM
346
Silvercrest Asset Management
New York
$786K -$1.06M -11,030 -58%
TNB
347
Thomasville National Bank
Georgia
$786K +$109K +1,141 +16%
BF
348
BOK Financial
Oklahoma
$786K +$195K +2,037 +33%
Allianz Asset Management
349
Allianz Asset Management
Germany
$779K +$772K +8,071 New
EFSCE
350
Enterprise Financial Services Corp (EFSC)
Missouri
$751K