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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GMA
776
Goldstein Munger & Associates
California
$1.64M
SFPM
777
Sensible Financial Planning & Management
Massachusetts
$1.64M +$28.1K +208 +2%
AFAS
778
Acorn Financial Advisory Services
Virginia
$1.64M +$748K +5,533 +72%
LFAS
779
Level Four Advisory Services
Texas
$1.63M +$53.7K +397 +3%
EWM
780
Evermay Wealth Management
Virginia
$1.63M +$16.6K +123 +0.9%
SFWC
781
Strategic Family Wealth Counselors
New Jersey
$1.63M +$101K +749 +6%
FNBSF
782
First National Bank Sioux Falls
South Dakota
$1.63M +$525K +3,886 +42%
BPFA
783
Barnes Pettey Financial Advisors
Mississippi
$1.63M +$49.6K +367 +3%
V
784
Veritable
Delaware
$1.62M -$235K -1,738 -12%
TFCP
785
Twin Focus Capital Partners
Massachusetts
$1.62M
NSAM
786
North Star Asset Management
Wisconsin
$1.61M -$32.2K -238 -2%
CGPCS
787
Capital Group Private Client Services
California
$1.61M +$12K +89 +0.7%
CAM
788
Covenant Asset Management
New Jersey
$1.61M +$79.1K +585 +5%
Jane Street
789
Jane Street
New York
$1.61M -$58M -429,218 -97%
SWP
790
Strategic Wealth Partners
Ohio
$1.59M +$897K +6,640 +106%
NDSI
791
Newman Dignan & Sheerar Inc
Rhode Island
$1.59M -$336K -2,484 -16%
EFL
792
ERn Financial LLC
Wisconsin
$1.59M -$43K -318 -2%
FA
793
Fountainhead AM
New Jersey
$1.59M +$1.08M +7,975 +164%
PL
794
Plancorp LLC
Missouri
$1.58M +$9.06K +67 +0.5%
RHBC
795
R.H. Bluestein & Co
Michigan
$1.58M -$2.43K -18 -0.1%
PIMG
796
Patriot Investment Management Group
Tennessee
$1.58M +$212K +1,572 +14%
RC
797
RegentAtlantic Capital
New Jersey
$1.57M +$873K +6,456 +103%
FANJ
798
Financial Architects (New Jersey)
New Jersey
$1.57M +$1.72M +12,726 New
BC
799
Burney Company
Virginia
$1.57M -$25.7K -190 -1%
RFA
800
RTD Financial Advisors
Pennsylvania
$1.57M -$7.84K -58 -0.5%