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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
501
Phillips Financial Management
Indiana
$5.23M -$55.9K -396 -1%
BDF
502
Black Diamond Financial
Maryland
$5.2M +$163K +1,158 +3%
MWA
503
Martel Wealth Advisors
Washington
$5.13M +$282K +1,996 +5%
IGWM
504
ICA Group Wealth Management
Colorado
$5.12M +$30.3K +215 +0.6%
JFG
505
JMG Financial Group
Illinois
$5.09M -$14.6M -103,536 -73%
GAM
506
Gemmer Asset Management
California
$5.08M +$614K +4,355 +13%
JIC
507
Johnson Investment Counsel
Ohio
$5.07M +$61.1K +433 +1%
FA
508
Flagstar Advisors
New York
$5.07M +$411K +2,912 +8%
WAM
509
Weinberger Asset Management
California
$5.05M +$358K +2,535 +7%
DW
510
Domani Wealth
Pennsylvania
$5.04M +$47.4K +336 +0.9%
CA
511
CGN Advisors
Kansas
$4.99M -$1.16M -8,238 -18%
LWAC
512
Laurel Wealth Advisors (California)
California
$4.97M -$1.87M -13,234 -26%
RG
513
Retirement Group
California
$4.95M -$135K -955 -2%
WFAG
514
Wescott Financial Advisory Group
Pennsylvania
$4.94M -$792K -5,616 -13%
Millennium Management
515
Millennium Management
New York
$4.94M -$257K -1,822 -5%
LI
516
Latigo Investments
Florida
$4.93M
TCMP
517
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.9M -$1.02M -7,247 -16%
EA
518
Emerald Advisors
Washington
$4.86M +$133K +940 +3%
LSAG
519
Lake Street Advisors Group
New Hampshire
$4.85M +$630K +4,465 +14%
Wealthfront Advisers
520
Wealthfront Advisers
California
$4.79M +$70.5K +500 +1%
FCFC
521
First Commonwealth Financial Corp
Pennsylvania
$4.78M +$720K +5,102 +16%
CBFP
522
Cedar Brook Financial Partners
Ohio
$4.77M +$83.2K +590 +2%
DAS
523
Dynamic Advisor Solutions
Arizona
$4.77M +$1.8M +12,787 +55%
KA
524
Kovack Advisors
Florida
$4.76M -$259K -1,833 -5%
JWA
525
JFS Wealth Advisors
Pennsylvania
$4.76M -$83.1K -589 -2%