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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
151
Phillips Financial Management
Indiana
$3.58M -$17.3K -198 -0.5%
TCM
152
Twin Capital Management
Pennsylvania
$3.47M +$1.63M +18,690 +88%
WA
153
Wilshire Advisors
California
$3.47M +$1.63M +18,690 +88%
WP
154
WealthSource Partners
California
$3.44M +$73.2K +840 +2%
DWM
155
Destination Wealth Management
California
$3.42M -$56.3K -646 -2%
KLI
156
Kelman-Lazarov Inc
Tennessee
$3.42M -$104K -1,195 -3%
EWA
157
Exencial Wealth Advisors
Oklahoma
$3.37M -$190K -2,181 -5%
CF
158
Corrigan Financial
Rhode Island
$3.37M -$103K -1,180 -3%
CCM
159
Colorado Capital Management
Colorado
$3.33M +$213K +2,449 +7%
MA
160
MUFG Americas
New York
$3.22M -$177K -2,032 -5%
AWM
161
Avior Wealth Management
Nebraska
$3.16M -$13.9K -160 -0.4%
CCWA
162
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.08M +$853K +9,788 +38%
Northern Trust
163
Northern Trust
Illinois
$3.06M -$152K -1,747 -5%
SFM
164
Signet Financial Management
New Jersey
$3.04M +$362K +4,150 +14%
SAM
165
Sawgrass Asset Management
Florida
$3.03M
SG Americas Securities
166
SG Americas Securities
New York
$2.97M -$7.02M -80,564 -70%
CG
167
Colony Group
Massachusetts
$2.96M -$80.5K -924 -3%
WIC
168
Whitegate Investment Counselors
New Hampshire
$2.95M +$25.1K +288 +0.9%
FC
169
Forte Capital
New York
$2.93M +$108K +1,240 +4%
KFS
170
Kissinger Financial Services
Maryland
$2.91M +$2.91M +33,395 New
AB
171
Atlas Brown
Kentucky
$2.87M -$40K -459 -1%
FA
172
FDx Advisors
Illinois
$2.86M +$331K +3,795 +13%
CS
173
Credit Suisse
Switzerland
$2.86M -$6.84M -78,483 -71%
FIM
174
Freedom Investment Management
Connecticut
$2.72M +$547K +6,276 +25%
LFG
175
LifePlan Financial Group
Ohio
$2.69M +$149K +1,709 +6%