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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HTC
376
Haverford Trust Company
Pennsylvania
$980K -$187K -1,711 -16%
HCIA
377
Hochman Cole Investment Advisors
Illinois
$980K
Koshinski Asset Management
378
Koshinski Asset Management
Illinois
$964K +$532K +4,868 +127%
KJWM
379
Kiley Juergens Wealth Management
Washington
$961K +$51.9K +475 +6%
DWM
380
Doyle Wealth Management
Florida
$960K +$25.9K +237 +3%
SNBOSCI
381
Security National Bank of Sioux City Iowa
Iowa
$960K +$947K +8,673 New
GAM
382
Gould Asset Management
California
$954K +$17.5K +160 +2%
LP
383
LGL Partners
Pennsylvania
$953K
LFAS
384
Level Four Advisory Services
Texas
$952K -$93.8K -859 -9%
AWA
385
Arete Wealth Advisors
Illinois
$949K -$67.5K -618 -7%
WAM
386
Wealthspire Advisors (Maryland)
Maryland
$943K
LWAC
387
Laurel Wealth Advisors (California)
California
$941K +$38.8K +355 +4%
EK
388
Evensky & Katz
Florida
$934K
BUB
389
BBVA USA Bancshares
Texas
$913K +$570K +5,216 +172%
IIC
390
Integrated Investment Consultants
Michigan
$906K
W
391
Wealthfront
California
$899K -$493K -4,516 -36%
WGCA
392
Wolf Group Capital Advisors
Virginia
$896K +$214K +1,961 +32%
SAM
393
Silvercrest Asset Management
New York
$886K -$16.4K -150 -2%
NB
394
Nicolet Bankshares
Wisconsin
$883K +$55.3K +506 +7%
RMAM
395
Raab & Moskowitz Asset Management
New Jersey
$871K +$12.9K +118 +2%
CL
396
CPWM LLC
Washington
$868K +$82.9K +759 +11%
FIM
397
Frontier Investment Management
Texas
$865K +$91.9K +841 +12%
VFA
398
Valeo Financial Advisors
Indiana
$860K +$6.12K +56 +0.7%
TNB
399
Thomasville National Bank
Georgia
$859K +$55.3K +506 +7%
APP
400
Avantax Planning Partners
Iowa
$858K -$30.7K -281 -3%