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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
501
Nations Financial Group
Iowa
$769K -$54.3K -497 -7%
BP
502
Broadleaf Partners
Ohio
$767K +$59.8K +548 +9%
AFM
503
Abbot Financial Management
Massachusetts
$766K +$301K +2,755 +66%
GT
504
Greenleaf Trust
Michigan
$765K -$33.2K -304 -4%
CAM
505
Crestone Asset Management
Colorado
$762K +$39.2K +359 +6%
SAM
506
Silvercrest Asset Management
New York
$761K -$174K -1,594 -19%
AWA
507
Alaska Wealth Advisors
Alaska
$761K
CJA
508
C-J Advisory
California
$755K +$546 +5 +0.1%
WAP
509
Wealthcare Advisory Partners
Pennsylvania
$753K -$80.5K -737 -10%
LFAS
510
Level Four Advisory Services
Texas
$753K -$69.1K -633 -9%
ACI
511
Alpha Cubed Investments
California
$743K +$341K +3,119 +87%
Rockefeller Capital Management
512
Rockefeller Capital Management
New York
$738K +$16.7K +153 +2%
WA
513
WBH Advisory
Maryland
$734K +$4.15K +38 +0.6%
KAH
514
Kathryn A. Hall
$734K +$722K +6,615 New
FNC
515
First National Corp
Massachusetts
$732K
GSWM
516
Golden State Wealth Management
California
$731K -$8.73K -80 -1%
LWM
517
Liberty Wealth Management
California
$730K -$26K -238 -3%
PA
518
Prism Advisors
California
$728K -$989K -9,056 -58%
Financial Engines Advisors
519
Financial Engines Advisors
California
$720K -$59.8K -548 -8%
EWM
520
Evercore Wealth Management
New York
$719K +$20.6K +189 +3%
VFA
521
Valeo Financial Advisors
Indiana
$715K -$17.3K -158 -2%
RWP
522
RWA Wealth Partners
Massachusetts
$714K -$200K -1,830 -22%
SBH
523
Segall Bryant & Hamill
Illinois
$711K -$10.9K -100 -2%
CWM
524
Connecticut Wealth Management
Connecticut
$703K +$445K +4,080 +181%
PFG
525
Pacific Financial Group
Washington
$702K +$322K +2,947 +83%