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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WI
351
WrapManager Inc
California
$1.02M -$17.2K -164 -2%
NFG
352
NewFocus Financial Group
Washington
$982K -$76.7K -733 -7%
LFAS
353
Level Four Advisory Services
Texas
$982K -$4.4K -42 -0.4%
PCP
354
Proficio Capital Partners
Massachusetts
$980K -$447K -4,270 -31%
HB
355
Homrich & Berg
Georgia
$974K +$160K +1,532 +20%
MFT
356
Moisand Fitzgerald Tamayo
Florida
$968K -$36K -344 -4%
VCA
357
Verdence Capital Advisors
Maryland
$958K -$275K -2,631 -22%
AF
358
Affiance Financial
Minnesota
$955K -$12.6K -120 -1%
CWS
359
Cypress Wealth Services
California
$955K +$113K +1,079 +13%
AWA
360
Arete Wealth Advisors
Illinois
$954K +$189K +1,806 +24%
LSA
361
L & S Advisors
California
$953K +$15.8K +151 +2%
HCIA
362
Hochman Cole Investment Advisors
Illinois
$919K -$15K -143 -2%
JSL
363
JT Stratford LLC
Georgia
$915K -$838K -8,006 -93%
AL
364
Aspiriant LLC
California
$914K
Citadel Advisors
365
Citadel Advisors
Florida
$895K +$902K +8,618 New
LP
366
LGL Partners
Pennsylvania
$894K -$38.6K -369 -4%
WAM
367
Wealthspire Advisors (Maryland)
Maryland
$885K -$33.3K -318 -4%
VFA
368
Valeo Financial Advisors
Indiana
$881K +$594K +5,669 +230%
GAM
369
Gould Asset Management
California
$878K -$77.5K -740 -8%
GIA
370
Guyasuta Investment Advisors
Pennsylvania
$878K +$388K +3,704 +78%
DWM
371
Doyle Wealth Management
Florida
$876K -$4.08K -39 -0.5%
EK
372
Evensky & Katz
Florida
$876K +$5.34K +51 +0.6%
PCIA
373
Prime Capital Investment Advisors
Kansas
$863K +$253K +2,415 +41%
HPC
374
HM Payson & Co
Maine
$859K +$527K +5,038 +156%
KJWM
375
Kiley Juergens Wealth Management
Washington
$852K +$28.4K +271 +3%