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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
201
Windsor Capital Management
Arizona
$125K +$99.9K +1,418 +381%
LWCFA
202
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$115K
MA
203
MUFG Americas
New York
$110K -$964K -13,683 -90%
ST
204
Smithfield Trust
Pennsylvania
$105K
JFA
205
JNBA Financial Advisors
Minnesota
$89K
DSC
206
Duncker Streett & Co
Missouri
$84K +$493 +7 +0.6%
PMFA
207
Plante Moran Financial Advisors
Michigan
$77K
HDIM
208
Hanson & Doremus Investment Management
Vermont
$63K +$64K +909 New
GT
209
Glenmede Trust
Pennsylvania
$62K +$47K +667 +278%
TF
210
Trutina Financial
Washington
$58K +$58.7K +834 New
SFS
211
Signator Financial Services
Massachusetts
$51K -$282 -4 -0.6%
SF
212
Synovus Financial
Georgia
$46K
ST
213
Stifel Trust
Missouri
$34K
Barclays
214
Barclays
United Kingdom
$31K +$31.7K +450 New
AA
215
AlphaMark Advisors
Kentucky
$29K
S
216
SignatureFD
Georgia
$20K
TIM
217
Tortoise Investment Management
New York
$20K
HRIA
218
Haberer Registered Investment Advisor
Ohio
$14K
M&T Bank
219
M&T Bank
New York
$10K +$9.93K +141 New
JA
220
JOYN Advisors
Georgia
$9K +$9.44K +134 New
EU
221
Emory University
Georgia
$8K
CEMP
222
Compass Efficient Model Portfolios
Tennessee
$6K -$4.08K -58 -42%
EWM
223
Evercore Wealth Management
New York
$6K
WCM
224
Wealthcare Capital Management
Virginia
$5K
EK
225
Evensky & Katz
Florida
$3K