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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
526
Financial Engines Advisors
California
$1.21M +$390K +3,380 +50%
RMAM
527
Raab & Moskowitz Asset Management
New Jersey
$1.21M +$237K +2,053 +25%
IWP
528
Icon Wealth Partners
Texas
$1.21M +$682K +5,910 +84%
WMSA
529
Weiss Multi-Strategy Advisers
New York
$1.2M -$3.73M -32,300 -76%
NWP
530
Northstar Wealth Partners
Connecticut
$1.2M
ODIJL
531
One Day In July LLC
Vermont
$1.19M
PPA
532
Parametric Portfolio Associates
Washington
$1.19M +$26K +225 +2%
AIA
533
AIMZ Investment Advisors
California
$1.18M +$1.27K +11 +0.1%
AR
534
Advisory Research
Illinois
$1.18M +$1.13M +9,807 New
FT
535
Fiduciary Trust
Massachusetts
$1.17M +$379K +3,287 +51%
EWM
536
Evercore Wealth Management
New York
$1.17M
AL
537
Aspiriant LLC
California
$1.16M +$70.4K +610 +7%
EA
538
Emerald Advisors
Washington
$1.16M +$1.13M +9,782 New
CM
539
Columbus Macro
Pennsylvania
$1.15M -$519K -4,500 -32%
SIS
540
SVB Investment Services
Utah
$1.14M +$1.1M +9,543 New
LFAS
541
Level Four Advisory Services
Texas
$1.13M +$213K +1,844 +24%
RJT
542
Raymond James Trust
Florida
$1.12M +$148K +1,281 +16%
WIA
543
Wealthstreet Investment Advisors
Texas
$1.11M +$675K +5,850 +169%
PIMG
544
Patriot Investment Management Group
Tennessee
$1.11M -$20.7K -179 -2%
LF
545
LifeSteps Financial
California
$1.1M +$1.06M +9,203 New
BAAM
546
Baker Avenue Asset Management
California
$1.1M +$1.06M +9,205 New
DA
547
Detalus Advisors
Missouri
$1.1M +$1.06M +9,171 New
DWM
548
Dakota Wealth Management
Florida
$1.1M +$23.2K +201 +2%
MFT
549
Moisand Fitzgerald Tamayo
Florida
$1.1M +$26.4K +229 +3%
BBA
550
BLB&B Advisors
Pennsylvania
$1.1M +$344K +2,982 +48%