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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
101
Buckingham Strategic Wealth
Missouri
$14.5M +$161K +1,643 +1%
Creative Planning
102
Creative Planning
Kansas
$13.9M +$885K +9,044 +7%
RWM
103
Rezny Wealth Management
Florida
$13.8M +$13.5M +138,320 New
Citigroup
104
Citigroup
New York
$13.7M +$793K +8,102 +6%
CCM
105
Carlson Capital Management
Minnesota
$13.6M -$140K -1,426 -1%
CAN
106
Cetera Advisor Networks
California
$13.5M +$115K +1,176 +0.9%
ECM
107
Evergreen Capital Management
Washington
$13.4M -$77.6K -793 -0.6%
CWM
108
Cranbrook Wealth Management
Michigan
$12.7M -$873K -8,924 -7%
PFA
109
Pure Financial Advisors
California
$12.6M +$37K +378 +0.3%
BWFA
110
Baltimore-Washington Financial Advisors
Maryland
$12.3M +$163K +1,670 +1%
HighTower Advisors
111
HighTower Advisors
Illinois
$12M +$101K +1,034 +0.9%
CPA
112
Capital Planning Advisors
California
$11.3M +$556K +5,677 +5%
BCIM
113
Bishop & Co Investment Management
Pennsylvania
$11M -$228K -2,329 -2%
AA
114
Advisory Alpha
Michigan
$11M +$339K +3,466 +3%
JP Morgan Chase
115
JP Morgan Chase
New York
$11M +$1.97M +20,114 +22%
MD
116
Money Design
Japan
$10.8M +$10.5M +107,800 New
SP
117
Symmetry Partners
Connecticut
$10.7M -$193K -1,976 -2%
NL
118
NWAM LLC
Washington
$10.6M +$19.2K +196 +0.2%
MCM
119
Manchester Capital Management
Vermont
$9.66M -$1.15M -11,784 -11%
CB
120
Chemical Bank
Michigan
$9.4M +$279K +2,852 +3%
SC
121
Savant Capital
Illinois
$9.12M +$61.7K +630 +0.7%
SWM
122
SVA Wealth Management
Wisconsin
$8.88M -$186K -1,897 -2%
Cerity Partners
123
Cerity Partners
New York
$8.87M +$8.7M +88,868 New
FAN
124
Financial Advisors Network
California
$8.87M +$89.3K +912 +1%
WA
125
WBH Advisory
Maryland
$8.56M -$65K -664 -7%