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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
376
Thrivent Financial for Lutherans
Minnesota
$183K
BEAM
377
Baker Ellis Asset Management
Washington
$173K +$349 +4 +0.2%
IWMPD
378
Integrated Wealth Management (Palm Desert)
California
$167K +$174 +2 +0.1%
IFA
379
Interactive Financial Advisors
Illinois
$167K +$50.3K +577 +43%
PMFA
380
Plante Moran Financial Advisors
Michigan
$162K +$48.5K +557 +43%
MWM
381
MinichMacGregor Wealth Management
New York
$158K +$1.83K +21 +1%
LWCFA
382
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$144K
RWM
383
Raffa Wealth Management
District of Columbia
$140K +$871 +10 +0.6%
CCM
384
Cribstone Capital Management
Maine
$139K
KF
385
Krilogy Financial
Missouri
$137K +$70.2K +806 +105%
PWM
386
Perigon Wealth Management
California
$132K
ACM
387
Armbruster Capital Management
New York
$119K
FMII
388
Farmers & Merchants Investments Inc
Nebraska
$118K
TF
389
Tompkins Financial
New York
$108K -$11.1M -126,908 -99%
DSC
390
Duncker Streett & Co
Missouri
$107K +$436 +5 +0.4%
VIA
391
Vantage Investment Advisors
Pennsylvania
$99K -$721K -8,279 -88%
NSIM
392
North Star Investment Management
Illinois
$99K +$5.58K +64 +6%
Carson Wealth (CWM LLC)
393
Carson Wealth (CWM LLC)
Nebraska
$91K +$9.76K +112 +12%
SIG
394
Stanford Investment Group
California
$90K
JFA
395
JNBA Financial Advisors
Minnesota
$89K -$1.08M -12,419 -92%
S
396
SignatureFD
Georgia
$89K +$2.79K +32 +3%
SIC
397
Salem Investment Counselors
North Carolina
$88K +$88.2K +1,012 New
WTB
398
Washington Trust Bank
Washington
$83K -$2.35K -27 -3%
DBT
399
Dubuque Bank & Trust
Iowa
$82K
AA
400
Apriem Advisors
California
$81K +$81K +930 New