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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPC
176
Hobart Private Capital
North Carolina
$5.82M +$330K +3,025 +6%
WAM
177
Wolverine Asset Management
Illinois
$5.75M +$4.24M +38,851 +297%
CGL
178
Clarius Group LLC
Washington
$5.74M -$163K -1,490 -3%
RIA
179
Regal Investment Advisors
Michigan
$5.63M +$2.3M +21,016 +70%
I
180
INVST
Indiana
$5.51M +$5.41M +49,551 New
RFM
181
Royal Fund Management
Florida
$5.5M +$147K +1,345 +3%
TC
182
Truvestments Capital
Florida
$5.46M -$338K -3,093 -6%
CS
183
Comerica Securities
Michigan
$5.43M +$910K +8,333 +21%
DPI
184
Diversified Portfolios Inc
Michigan
$5.38M -$51.7K -473 -1%
WIC
185
Whitegate Investment Counselors
New Hampshire
$5.38M +$54.1K +495 +1%
LNC
186
Lincoln National Corp
Pennsylvania
$5.34M +$570K +5,216 +12%
QIM
187
Quest Investment Management
Oregon
$5.25M
AllianceBernstein
188
AllianceBernstein
Tennessee
$5.23M +$212K +1,944 +4%
PMG
189
ProVise Management Group
Florida
$5.2M -$679K -6,220 -12%
EA
190
Efficient Advisors
Ohio
$5.08M -$114K -1,043 -2%
FLA
191
Financial Life Advisors
Texas
$5.02M -$15K -137 -0.3%
BFA
192
Beaumont Financial Advisors
Massachusetts
$4.98M +$565K +5,174 +13%
CC
193
Chanos & Company
New York
$4.92M +$4.85M +44,416 New
KBC Group
194
KBC Group
Belgium
$4.74M
AIM
195
AMI Investment Management
Indiana
$4.62M -$609K -5,580 -12%
SIA
196
Starfire Investment Advisers
Michigan
$4.58M +$4.52M +41,360 New
AWM
197
Avior Wealth Management
Nebraska
$4.54M +$147K +1,342 +3%
MSA
198
Marino Stram & Associates
Massachusetts
$4.51M +$1.37M +12,516 +44%
HDIM
199
Hanson & Doremus Investment Management
Vermont
$4.44M +$4.27M +39,133 +4,128%
MWA
200
Martel Wealth Advisors
Washington
$4.4M +$4.34M +39,768 New