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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$6.81M -$14.8K -141 -0.2%
ACS
152
Archford Capital Strategies
Illinois
$6.72M +$2.57M +24,559 +61%
CPA
153
Capital Planning Advisors
California
$6.67M -$3.83M -36,578 -36%
APSP
154
Asset Planning Services (Pennsylvania)
Pennsylvania
$6.5M -$179K -1,709 -3%
MWP
155
MYCIO Wealth Partners
Pennsylvania
$6.22M +$653K +6,234 +12%
OPCM
156
Osborne Partners Capital Management
California
$6.22M +$97K +926 +2%
CG
157
Caprock Group
Idaho
$6.05M +$169K +1,614 +3%
KSA
158
Ken Stern & Associates
California
$5.87M +$5.92M +56,504 New
FAIM
159
Financial Advocates Investment Management
Washington
$5.8M +$467K +4,461 +9%
SBSB
160
Sullivan, Bruyette, Speros & Blaney
Virginia
$5.8M
PI
161
PFS Investments
Georgia
$5.73M -$18M -171,916 -76%
CAC
162
Certified Advisory Corp
Florida
$5.6M +$3.38M +32,316 +149%
CGL
163
Clarius Group LLC
Washington
$5.54M +$151K +1,443 +3%
PMG
164
ProVise Management Group
Florida
$5.53M +$14.1K +135 +0.3%
SB
165
Simmons Bank
Arkansas
$5.51M -$70K -669 -1%
TC
166
Truvestments Capital
Florida
$5.44M +$5.48M +52,379 New
HPC
167
Hobart Private Capital
North Carolina
$5.14M +$1.04M +9,905 +25%
DPI
168
Diversified Portfolios Inc
Michigan
$5.1M -$44.7K -427 -0.9%
RFM
169
Royal Fund Management
Florida
$5.02M +$1.11M +10,566 +28%
WIC
170
Whitegate Investment Counselors
New Hampshire
$5M +$434K +4,144 +9%
DC
171
Davenport & Co
Virginia
$4.98M +$320K +3,059 +7%
QIM
172
Quest Investment Management
Oregon
$4.93M -$18.3K -175 -0.4%
AIM
173
AMI Investment Management
Indiana
$4.91M -$2.36M -22,493 -32%
EA
174
Efficient Advisors
Ohio
$4.87M -$70.4K -672 -1%
Lido Advisors
175
Lido Advisors
California
$4.84M +$4.59M +43,807 +1,532%