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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
451
Merriman Wealth Management
Washington
$871K +$131K +1,241 +16%
GAM
452
Gould Asset Management
California
$870K +$27.9K +265 +3%
HTC
453
Haverford Trust Company
Pennsylvania
$868K
HCIA
454
Hochman Cole Investment Advisors
Illinois
$867K
WGCA
455
Wolf Group Capital Advisors
Virginia
$866K +$78.5K +746 +9%
FHA
456
Flagship Harbor Advisors
Massachusetts
$864K -$354K -3,370 -28%
AWA
457
Arete Wealth Advisors
Illinois
$864K +$25.3K +241 +3%
CA
458
Claro Advisors
Massachusetts
$863K +$820K +7,793 New
LFAS
459
Level Four Advisory Services
Texas
$860K +$18.2K +173 +2%
S
460
SignatureFD
Georgia
$854K -$59.6K -567 -6%
PCA
461
Personal Capital Advisors
California
$853K -$93.8K -892 -9%
RCAMU
462
Rothschild & Co Asset Management US
Connecticut
$851K +$913K +8,685 New
LFG
463
Larson Financial Group
Missouri
$849K -$27.7K -263 -3%
EK
464
Evensky & Katz
Florida
$847K +$22.9K +218 +3%
KP
465
Keel Point
Alabama
$839K +$134K +1,272 +17%
PWM
466
Paulson Wealth Management
Illinois
$833K -$472K -4,490 -36%
LP
467
LGL Partners
Pennsylvania
$833K -$11.3K -107 -1%
TK
468
TIAA Kaspick
Massachusetts
$832K +$894K +8,500 New
SAM
469
Silvercrest Asset Management
New York
$829K +$48.4K +460 +6%
DWM
470
Doyle Wealth Management
Florida
$827K -$25.1K -239 -3%
TC
471
Toews Corporation
New Jersey
$824K -$151K -1,438 -15%
CL
472
CPWM LLC
Washington
$814K +$49.7K +473 +6%
ACM
473
Allred Capital Management
Texas
$808K +$868K +8,254 New
Koshinski Asset Management
474
Koshinski Asset Management
Illinois
$807K -$49.5K -471 -5%
WAM
475
Wealthspire Advisors (Maryland)
Maryland
$805K -$31.9K -303 -4%