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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CL
551
CPWM LLC
Washington
$788K +$27.9K +254 +3%
PAS
552
Partnervest Advisory Services
California
$784K +$587K +5,352 +155%
DT
553
Diversified Trust
Tennessee
$782K +$309K +2,812 +47%
WFPG
554
Waller Financial Planning Group
Ohio
$778K -$289K -2,631 -23%
COF
555
Capital One Financial
Virginia
$777K +$957K +8,725 New
BIA
556
Barry Investment Advisors
Massachusetts
$772K +$324K +2,950 +52%
LNWWM
557
Laird Norton Wetherby Wealth Management
California
$771K +$285K +2,600 +43%
RPG
558
Resource Planning Group
Georgia
$769K -$27.6K -252 -3%
RGC
559
Roberts, Glore & Co
Illinois
$763K +$552K +5,032 +142%
5L
560
55I LLC
Massachusetts
$758K +$854K +7,784 New
TK
561
TIAA Kaspick
Massachusetts
$756K
PWM
562
Perigon Wealth Management
California
$746K +$650K +5,926 +342%
LP
563
LGL Partners
Pennsylvania
$741K
HCIA
564
Hochman Cole Investment Advisors
Illinois
$738K -$22.5K -205 -2%
PTP
565
Platform Technology Partners
New York
$732K +$901K +8,215 New
WIA
566
Wealthstreet Investment Advisors
Texas
$731K -$121K -1,100 -12%
WAP
567
Wealthcare Advisory Partners
Pennsylvania
$728K -$34.8K -317 -4%
BP
568
Broadleaf Partners
Ohio
$718K +$30.5K +278 +4%
AA
569
AlphaMark Advisors
Kentucky
$718K +$70.8K +645 +9%
FCA
570
FinTrust Capital Advisors
South Carolina
$716K -$242K -2,208 -22%
VAS
571
Vestmark Advisory Solutions
Massachusetts
$715K -$459K -4,185 -34%
CA
572
Claro Advisors
Massachusetts
$714K -$55.1K -502 -6%
FA
573
FCG Advisors
New Jersey
$712K +$36.3K +331 +4%
MCM
574
Maxim Capital Management
California
$711K +$876K +7,984 New
LFG
575
Larson Financial Group
Missouri
$710K +$7.13K +65 +0.8%