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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
576
One Capital Management
California
$267K – – –
BRC
577
Bell Rock Capital
Delaware
$266K -$31K -284 -11%
KIA
578
KCM Investment Advisors
California
$266K +$262K +2,403 New
DW
579
Domani Wealth
Pennsylvania
$265K – – –
SFFS
580
Stonehage Fleming Financial Services
Jersey
$262K -$258K -2,366 -50%
BA
581
Boston Advisors
Massachusetts
$262K – – –
FCIM
582
Fairview Capital Investment Management
California
$262K – – –
SFS
583
Summit Financial Strategies
Ohio
$259K – – –
G
584
GenTrust
Florida
$257K -$75.4K -690 -23%
GCA
585
Gradient Capital Advisors
California
$255K – – –
IAMOG
586
Investors Asset Management of Georgia
Georgia
$255K – – –
WEC
587
Winslow Evans & Crocker
Massachusetts
$252K – – –
DE
588
Day & Ennis
Georgia
$250K – – –
CAG
589
Crestwood Advisors Group
Massachusetts
$249K – – –
JSL
590
JT Stratford LLC
Georgia
$248K +$184K +1,687 +303%
PWAP
591
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$247K – – –
CIC
592
Carnegie Investment Counsel
Ohio
$247K +$40.6K +372 +19%
FI
593
FormulaFolio Investments
Michigan
$247K +$243K +2,229 New
MPM
594
Meritage Portfolio Management
Kansas
$246K -$9.83K -90 -4%
FG
595
Fiduciary Group
Georgia
$246K – – –
TCM
596
Telos Capital Management
California
$244K – – –
WP
597
WealthShield Partners
North Carolina
$244K – – –
EFS
598
Essex Financial Services
Connecticut
$244K +$19.6K +179 +9%
PWAG
599
Polaris Wealth Advisory Group
California
$244K +$39.2K +359 +19%
IFA
600
Interactive Financial Advisors
Illinois
$244K +$112K +1,028 +88%
22 23
24
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