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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
526
Crestone Asset Management
Colorado
$767K
LFPWM
527
Leicht Financial Planning & Wealth Management
New Jersey
$767K +$126K +1,142 +20%
SAM
528
Silvercrest Asset Management
New York
$766K
CFS
529
CRA Financial Services
New Jersey
$766K +$219K +1,980 +41%
CJA
530
C-J Advisory
California
$760K +$221 +2 +0%
LWM
531
Liberty Wealth Management
California
$755K +$20K +181 +3%
Financial Engines Advisors
532
Financial Engines Advisors
California
$752K +$32.1K +290 +4%
ACI
533
Alpha Cubed Investments
California
$749K +$1.22K +11 +0.2%
ACM
534
Allred Capital Management
Texas
$745K -$59.7K -540 -7%
KAH
535
Kathryn A. Hall
$738K
FNC
536
First National Corp
Massachusetts
$736K
BFPW
537
BOK Financial Private Wealth
Colorado
$735K -$47.5K -429 -6%
PA
538
Prism Advisors
California
$725K -$7.63K -69 -1%
FT
539
Fiduciary Trust
Massachusetts
$725K +$27.7K +250 +4%
DE
540
Day & Ennis
Georgia
$717K +$403K +3,640 +131%
PFG
541
Pacific Financial Group
Washington
$716K -$7.08K -64 -1%
PWM
542
Paulson Wealth Management
Illinois
$715K +$40.4K +365 +6%
WA
543
Winfield Associates
Ohio
$715K +$77.4K +700 +12%
DBRC
544
D.B. Root & Company
Pennsylvania
$712K +$6.75K +61 +1%
IC
545
InterOcean Capital
Illinois
$711K +$303K +2,738 +75%
Prudential Financial
546
Prudential Financial
New Jersey
$707K +$20.9K +189 +3%
TI
547
Truepoint Inc
Ohio
$697K -$4.09K -37 -0.6%
BDF
548
Balasa Dinverno & Foltz
$688K +$8.41K +76 +1%
BBA
549
BLB&B Advisors
Pennsylvania
$688K +$681K +6,161 New
NB
550
Nicolet Bankshares
Wisconsin
$679K