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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SGAM
526
Steinberg Global Asset Management
Florida
$621K -$24.8K -236 -4%
BDF
527
Balasa Dinverno & Foltz
$618K – – –
WCM
528
Windsor Capital Management
Arizona
$617K – – –
HIC
529
Holderness Investments Company
North Carolina
$615K – – –
IP
530
Intellectus Partners
California
$611K +$594K +5,643 New
PGFC
531
Peapack-Gladstone Financial Corp
New Jersey
$608K -$88.9K -844 -13%
CCM
532
Coe Capital Management
Illinois
$605K +$25.3K +240 +4%
S
533
SignatureFD
Georgia
$603K -$328K -3,117 -36%
BA
534
BCM Advisors
Louisiana
$603K – – –
IWA
535
Inspirion Wealth Advisors
Illinois
$601K – – –
CM
536
Columbus Macro
Pennsylvania
$601K +$60.9K +578 +12%
PFS
537
Prospera Financial Services
Texas
$600K +$140K +1,327 +32%
GLA
538
Good Life Advisors
Pennsylvania
$600K +$360K +3,416 +157%
AC
539
Alexandria Capital
Virginia
$599K -$13.9K -132 -2%
FFG
540
Frisch Financial Group
New York
$590K -$87.4K -830 -13%
GCM
541
Garland Capital Management
Washington
$589K -$2.42K -23 -0.4%
AWS
542
AJ Wealth Strategies
New York
$579K -$7.9K -75 -1%
DT
543
Diversified Trust
Tennessee
$578K -$27.5K -261 -5%
S
544
Surevest
California
$576K -$35.3K -335 -6%
DWM
545
Doyle Wealth Management
Florida
$573K -$335K -3,183 -38%
KPAG
546
KLS Professional Advisors Group
New York
$572K – – –
RIS
547
Retirement Income Solutions
Michigan
$568K – – –
FFN
548
Focus Financial Network
Minnesota
$556K +$541K +5,135 New
AB
549
AT Bancorp
Iowa
$552K – – –
MIAS
550
Mason Investment Advisory Services
Virginia
$547K +$535K +5,081 New
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