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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
551
One Capital Management
California
$250K
PA
552
Pinnacle Associates
New York
$250K +$24.5K +234 +11%
DW
553
Domani Wealth
Pennsylvania
$249K -$15.2K -145 -6%
CIA
554
Capital Investment Advisors
Georgia
$248K
PFS
555
Prospera Financial Services
Texas
$247K +$209 +2 +0.1%
FCIM
556
Fairview Capital Investment Management
California
$246K +$248K +2,367 New
BA
557
Boston Advisors
Massachusetts
$245K
FLPIM
558
F.L. Putnam Investment Management
Massachusetts
$244K
BFG
559
Bouchey Financial Group
New York
$244K +$31.4K +300 +15%
CAG
560
Crestwood Advisors Group
Massachusetts
$243K
SFS
561
Summit Financial Strategies
Ohio
$243K
HH
562
Hilltop Holdings
Texas
$241K -$15.2M -145,614 -98%
MPM
563
Meritage Portfolio Management
Kansas
$241K
IAMOG
564
Investors Asset Management of Georgia
Georgia
$239K
GCA
565
Gradient Capital Advisors
California
$239K +$1.36K +13 +0.6%
CG
566
Corundum Group
Colorado
$237K
WEC
567
Winslow Evans & Crocker
Massachusetts
$236K +$20.9K +200 +10%
DSC
568
Duncker Streett & Co
Missouri
$235K +$733 +7 +0.3%
DE
569
Day & Ennis
Georgia
$235K +$1.26K +12 +0.5%
FG
570
Fiduciary Group
Georgia
$231K -$97.3K -929 -29%
PWAP
571
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$231K +$233K +2,228 New
TCM
572
Telos Capital Management
California
$229K -$60.7K -580 -21%
WP
573
WealthShield Partners
North Carolina
$228K -$37.9K -362 -14%
HT
574
Heritage Trust
Oklahoma
$228K +$5.55K +53 +2%
Prudential Financial
575
Prudential Financial
New Jersey
$226K +$227K +2,172 New