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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
451
Strategic Family Wealth Counselors
New Jersey
$1.04M +$160K +1,465 +18%
MFT
452
Moisand Fitzgerald Tamayo
Florida
$1.03M -$19.8K -181 -2%
AL
453
Aspiriant LLC
California
$1.01M -$242K -2,221 -20%
RPG
454
Resource Planning Group
Georgia
$988K +$218 +2 +0%
HCIA
455
Hochman Cole Investment Advisors
Illinois
$982K
GAM
456
Gould Asset Management
California
$981K
DWM
457
Dakota Wealth Management
Florida
$970K +$177K +1,625 +23%
EK
458
Evensky & Katz
Florida
$967K +$6.44K +59 +0.7%
I
459
IberiaBank
Louisiana
$961K +$558K +5,110 +144%
First Manhattan
460
First Manhattan
New York
$957K -$27.3K -250 -3%
APP
461
Avantax Planning Partners
Iowa
$957K +$82K +751 +10%
CL
462
CPWM LLC
Washington
$948K -$3.38K -31 -0.4%
NWP
463
Northstar Wealth Partners
Connecticut
$947K +$25.1K +230 +3%
OIA
464
OneDigital Investment Advisors
Kansas
$945K +$179K +1,639 +24%
SHWM
465
Smith & Howard Wealth Management
Georgia
$945K +$683K +6,252 +275%
CANC
466
Culbertson A N & Co
Virginia
$944K -$12.6K -115 -1%
TK
467
TIAA Kaspick
Massachusetts
$944K
B
468
Bridgeworth
Alabama
$941K +$251K +2,296 +37%
WWM
469
Western Wealth Management
Colorado
$937K +$104K +953 +13%
WI
470
WrapManager Inc
California
$935K +$53.3K +488 +6%
PFS
471
Prospera Financial Services
Texas
$935K +$315K +2,885 +53%
FIM
472
Frontier Investment Management
Texas
$934K +$93.5K +856 +11%
LP
473
LGL Partners
Pennsylvania
$923K
HTC
474
Haverford Trust Company
Pennsylvania
$910K -$165K -1,507 -16%
KP
475
Keel Point
Alabama
$910K -$66.6K -610 -7%