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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
576
Valeo Financial Advisors
Indiana
$948K +$63.4K +549 +7%
LFG
577
Larson Financial Group
Missouri
$947K +$7.5K +65 +0.8%
BP
578
Broadleaf Partners
Ohio
$933K +$18.7K +162 +2%
RIL
579
Rothschild Investment LLC
Illinois
$932K +$17.2K +149 +2%
AFM
580
Abbot Financial Management
Massachusetts
$927K +$90K +780 +11%
NFG
581
Nations Financial Group
Iowa
$918K +$21.8K +189 +3%
FA
582
FCG Advisors
New Jersey
$918K +$50.1K +434 +6%
TC
583
Trust Company
Kansas
$899K -$62.5K -541 -7%
Citadel Advisors
584
Citadel Advisors
Florida
$895K -$2.09M -18,144 -71%
SFG
585
Sunburst Financial Group
Alabama
$892K +$860K +7,446 New
AA
586
AlphaMark Advisors
Kentucky
$890K +$857K +7,422 New
OC
587
Oppenheimer & Co
New York
$889K +$342K +2,963 +67%
MWM
588
Merriman Wealth Management
Washington
$885K +$26.1K +226 +3%
GT
589
Greenleaf Trust
Michigan
$877K +$27.6K +239 +3%
C
590
Certuity
Florida
$874K +$842K +7,295 New
MWM
591
Meridian Wealth Management
Kentucky
$871K -$12K -104 -1%
RT
592
Rockland Trust
Massachusetts
$867K -$6.35K -55 -0.8%
PBF
593
Petix & Botte Financial
California
$864K +$831K +7,200 New
WAM
594
Wealthspire Advisors (Maryland)
Maryland
$848K +$2.42K +21 +0.3%
AF
595
Affiance Financial
Minnesota
$847K
WA
596
Winfield Associates
Ohio
$844K +$74K +641 +10%
RMA
597
Roffman Miller Associates
Pennsylvania
$836K -$119K -1,029 -13%
CFS
598
CRA Financial Services
New Jersey
$834K +$11.5K +100 +1%
FWM
599
Foresight Wealth Management
Utah
$833K -$440K -3,812 -35%
IP
600
Intellectus Partners
California
$829K +$156K +1,354 +24%