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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
451
FCG Advisors
New Jersey
$569K +$10.9K +106 +2%
RIS
452
Retirement Income Solutions
Michigan
$555K +$539K +5,221 New
EFSCE
453
Enterprise Financial Services Corp (EFSC)
Missouri
$550K
BCM
454
Brookstone Capital Management
Illinois
$546K +$16.5K +160 +3%
Lazard Asset Management
455
Lazard Asset Management
New York
$546K +$531K +5,143 New
FA
456
FC Advisory
Pennsylvania
$544K +$1.55K +15 +0.3%
GT
457
Greenleaf Trust
Michigan
$534K
SS
458
Simplicity Solutions
Minnesota
$533K +$517K +5,014 New
Koshinski Asset Management
459
Koshinski Asset Management
Illinois
$529K +$157K +1,522 +44%
EWM
460
Evercore Wealth Management
New York
$526K -$35K -339 -6%
CA
461
Continuum Advisory
Idaho
$522K +$52.3K +507 +12%
KTC
462
Kistler-Tiffany Companies
Pennsylvania
$517K +$103K +994 +26%
BTIS
463
BB&T Investment Services
North Carolina
$516K +$152K +1,473 +44%
MCM
464
MV Capital Management
Maryland
$509K
NEPWA
465
New England Private Wealth Advisors
Massachusetts
$506K +$1.96K +19 +0.4%
BP
466
Broadleaf Partners
Ohio
$504K +$489K +4,743 New
GMA
467
Goldstein Munger & Associates
California
$496K
AL
468
Aspiriant LLC
California
$485K -$391K -3,794 -45%
BWM
469
Baystate Wealth Management
Massachusetts
$485K +$332K +3,215 +286%
CCM
470
Coe Capital Management
Illinois
$467K
LA
471
LexAurum Advisors
Kansas
$460K +$431K +4,176 New
RMCM
472
Reynders McVeigh Capital Management
Massachusetts
$459K -$28.2K -273 -6%
CTA
473
Chesley Taft & Associates
Illinois
$454K +$9.29K +90 +2%
GIA
474
Guyasuta Investment Advisors
Pennsylvania
$452K
CSIA
475
Charles Schwab Investment Advisory
California
$450K +$437K +4,238 New