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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
351
Inspirion Wealth Advisors
Illinois
$517K +$358 +4 +0.1%
HB
352
Homrich & Berg
Georgia
$516K +$8.33K +93 +2%
Neuberger Berman Group
353
Neuberger Berman Group
New York
$509K +$490K +5,477 New
PCM
354
Penserra Capital Management
California
$498K +$480K +5,364 New
WCM
355
Windsor Capital Management
Arizona
$494K +$93.8K +1,047 +25%
JSA
356
Jacobson & Schmitt Advisors
Wisconsin
$493K +$475K +5,303 New
EWM
357
Evercore Wealth Management
New York
$491K -$10.4K -116 -2%
BF
358
BOK Financial
Oklahoma
$484K -$103K -1,147 -18%
SFM
359
Signature Financial Management
Virginia
$479K
PAG
360
Private Advisory Group
Washington
$478K +$460K +5,140 New
GT
361
Greenleaf Trust
Michigan
$467K +$6.72K +75 +2%
MCM
362
MV Capital Management
Maryland
$459K
WA
363
Winfield Associates
Ohio
$456K -$26.9K -300 -6%
AC
364
Alexandria Capital
Virginia
$448K -$13K -145 -3%
ACS
365
Archford Capital Strategies
Illinois
$447K +$216K +2,413 +101%
CIAS
366
Capital Investment Advisory Services
North Carolina
$442K +$426K +4,755 New
NEPWA
367
New England Private Wealth Advisors
Massachusetts
$435K +$11.1K +124 +3%
CL
368
CPWM LLC
Washington
$428K +$138K +1,538 +50%
BJL
369
Brighton Jones LLC
Washington
$427K -$581K -6,489 -59%
CA
370
Cornerstone Advisory
Maryland
$424K -$18.1K -202 -4%
GMA
371
Goldstein Munger & Associates
California
$415K +$400K +4,463 New
CCM
372
Coe Capital Management
Illinois
$410K
SBH
373
Segall Bryant & Hamill
Illinois
$409K
FHC
374
First Heartland Consultants
Missouri
$406K +$85.3K +952 +28%
RMCM
375
Reynders McVeigh Capital Management
Massachusetts
$405K +$24.4K +273 +7%