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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFA
1051
Index Fund Advisors
California
$1.46M -$68.4K -428 -5%
GS
1052
GTS Securities
Florida
$1.46M -$2.47M -15,423 -63%
CIA
1053
Capital Investment Advisors
Georgia
$1.46M -$70.8K -443 -5%
OCFG
1054
O'Connor Financial Group
Illinois
$1.45M -$167K -1,046 -10%
SA
1055
SpiderRock Advisors
Delaware
$1.45M +$62.5K +391 +5%
RMA
1056
Roffman Miller Associates
Pennsylvania
$1.44M +$2.88K +18 +0.2%
SPIO
1057
Seven Post Investment Office
California
$1.43M
Deutsche Bank
1058
Deutsche Bank
Germany
$1.43M -$56.6K -354 -4%
CAS
1059
Coppell Advisory Solutions
Texas
$1.42M +$1.42M +8,882 New
CP
1060
Coho Partners
Pennsylvania
$1.42M +$1.42M +8,871 New
WAM
1061
WNY Asset Management
New York
$1.42M +$27.5K +172 +2%
BPWM
1062
Badgley Phelps Wealth Managers
Washington
$1.42M +$25.1K +157 +2%
KLI
1063
Kelman-Lazarov Inc
Tennessee
$1.41M -$44.4K -278 -3%
DWP
1064
Daymark Wealth Partners
Ohio
$1.4M +$476K +2,978 +52%
HTC
1065
Haverford Trust Company
Pennsylvania
$1.4M -$62.8K -393 -4%
FNC
1066
First National Corp
Massachusetts
$1.4M -$1.54M -9,663 -53%
ESB
1067
Essex Savings Bank
Connecticut
$1.4M -$31.5K -197 -2%
HSA
1068
HBK Sorce Advisory
Pennsylvania
$1.39M +$327K +2,049 +31%
AWA
1069
Arete Wealth Advisors
Illinois
$1.38M -$2.7M -16,909 -66%
EFG
1070
Embree Financial Group
Illinois
$1.38M +$25.6K +160 +2%
AFG
1071
Atomi Financial Group
New York
$1.38M +$167K +1,046 +14%
LA
1072
Lane & Associates
New Jersey
$1.36M +$43K +269 +3%
MGWM
1073
Marks Group Wealth Management
Minnesota
$1.36M -$126K -786 -8%
PCG
1074
Prosperity Consulting Group
Maryland
$1.35M +$36.1K +226 +3%
TSS
1075
Two Sigma Securities
New York
$1.34M +$1.01M +6,319 +307%