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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GLA
351
Great Lakes Advisors
Illinois
$1.14M -$41.3K -385 -3%
PL
352
Plancorp LLC
Missouri
$1.11M -$8.05K -75 -0.7%
TDC
353
Thompson Davis & Co
Virginia
$1.11M +$80.2K +747 +7%
HTC
354
Haverford Trust Company
Pennsylvania
$1.09M -$7.62K -71 -0.7%
OIA
355
OneDigital Investment Advisors
Kansas
$1.06M +$79.9K +744 +8%
NFG
356
NewFocus Financial Group
Washington
$1.05M -$104K -965 -9%
IFWM
357
Institute for Wealth Management
Colorado
$1.04M +$1.08M +10,067 New
LRIA
358
Leonard Rickey Investment Advisors
Washington
$1.04M +$77.7K +724 +8%
WI
359
WrapManager Inc
California
$1.03M -$87.2K -812 -8%
CA
360
Cornerstone Advisory
Maryland
$1.03M -$32.2K -300 -3%
BF
361
BOK Financial
Oklahoma
$1.01M -$20.8K -194 -2%
Carson Wealth (CWM LLC)
362
Carson Wealth (CWM LLC)
Nebraska
$1M +$103K +957 +11%
MFT
363
Moisand Fitzgerald Tamayo
Florida
$998K -$1.64M -15,245 -61%
LFAS
364
Level Four Advisory Services
Texas
$980K +$183K +1,704 +22%
TC
365
Toews Corporation
New Jersey
$974K +$194K +1,805 +24%
AF
366
Affiance Financial
Minnesota
$962K -$97.8K -911 -9%
TRCT
367
Tower Research Capital (TRC)
New York
$959K +$998K +9,298 New
GAM
368
Gould Asset Management
California
$949K -$158K -1,475 -14%
WAM
369
Wolverine Asset Management
Illinois
$942K -$1.82M -16,951 -65%
LSA
370
L & S Advisors
California
$931K +$29.7K +277 +3%
HCIA
371
Hochman Cole Investment Advisors
Illinois
$928K -$43.6K -406 -4%
LP
372
LGL Partners
Pennsylvania
$927K
WAM
373
Wealthspire Advisors (Maryland)
Maryland
$912K +$10.2K +95 +1%
AL
374
Aspiriant LLC
California
$908K +$455K +4,239 +93%
Janus Henderson Group
375
Janus Henderson Group
$905K -$2.06M -19,229 -69%