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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
626
SVB Investment Services
Utah
$593K -$72.9K -743 -11%
CFFP
627
Center for Financial Planning
Michigan
$590K +$185K +1,881 +47%
SFP
628
Shepherd Financial Partners
Massachusetts
$581K -$143K -1,457 -20%
LIM
629
Leavell Investment Management
Alabama
$581K +$44.2K +450 +8%
LWM
630
Liberty Wealth Management
California
$579K -$5.89K -60 -1%
IWA
631
Inspirion Wealth Advisors
Illinois
$579K +$20.1K +205 +4%
PWM
632
Perigon Wealth Management
California
$577K -$183K -1,861 -24%
OC
633
Oppenheimer & Co
New York
$577K +$27.8K +283 +5%
FNBOO
634
First National Bank of Omaha
Nebraska
$575K +$68.7K +700 +14%
KTC
635
Kistler-Tiffany Companies
Pennsylvania
$575K +$130K +1,329 +30%
PSUF
636
People's United Financial
Connecticut
$573K -$3.01M -30,712 -84%
PFG
637
PAX Financial Group
Texas
$572K -$32.1K -327 -5%
ACI
638
Alpha Cubed Investments
California
$571K +$2.16K +22 +0.4%
VCM
639
Versant Capital Management
Arizona
$565K -$65.6K -669 -11%
LFAS
640
Level Four Advisory Services
Texas
$562K -$139K -1,416 -20%
FM
641
Foster & Motley
Ohio
$551K +$318K +3,241 +141%
CSIC
642
Clifford Swan Investment Counsel
California
$548K -$9.81K -100 -2%
MJRIC
643
Mogy Joel R Investment Counsel
California
$547K -$2.94K -30 -0.5%
B
644
Bridgeworth
Alabama
$541K +$116K +1,180 +28%
SBH
645
Segall Bryant & Hamill
Illinois
$540K
GT
646
Greenleaf Trust
Michigan
$533K -$10.1K -103 -2%
BZWA
647
Blue Zone Wealth Advisors
California
$532K
PA
648
Pinnacle Associates
New York
$526K +$11.8K +120 +2%
HTC
649
Haverford Trust Company
Pennsylvania
$524K +$168K +1,717 +49%
DJSG
650
D.J. St. Germain
Massachusetts
$521K +$13.5K +138 +3%