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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFWA
226
Benchmark Financial Wealth Advisors
Florida
$5.74M -$510K -4,607 -8%
SB
227
Simmons Bank
Arkansas
$5.73M -$81.5K -737 -1%
GBT
228
Grove Bank & Trust
Florida
$5.73M -$130K -1,173 -2%
GRP
229
Global Retirement Partners
California
$5.68M +$89K +805 +2%
FAIM
230
Financial Advocates Investment Management
Washington
$5.68M +$458K +4,144 +9%
RIA
231
Regal Investment Advisors
Michigan
$5.64M -$161K -1,453 -3%
BFA
232
Beaumont Financial Advisors
Massachusetts
$5.51M -$346K -3,125 -6%
CGL
233
Clarius Group LLC
Washington
$5.5M -$427K -3,861 -7%
SQA
234
Simon Quick Advisors
New Jersey
$5.36M +$502K +4,542 +10%
QIM
235
Quest Investment Management
Oregon
$5.34M
LSPW
236
Lake Street Private Wealth
Illinois
$5.32M -$3.05M -27,610 -37%
MWP
237
MYCIO Wealth Partners
Pennsylvania
$5.32M +$96.3K +871 +2%
PMG
238
ProVise Management Group
Florida
$5.27M
FLA
239
Financial Life Advisors
Texas
$5.24M -$53.9K -487 -1%
CWAG
240
Compton Wealth Advisory Group
Virginia
$5.22M +$345K +3,122 +7%
NFG
241
Next Financial Group
Texas
$5.08M +$155K +1,405 +3%
SC
242
Savant Capital
Illinois
$5.07M +$789K +7,129 +19%
DPI
243
Diversified Portfolios Inc
Michigan
$5.05M +$6.42K +58 +0.1%
AIM
244
AMI Investment Management
Indiana
$5.04M +$425K +3,843 +9%
SIA
245
Starfire Investment Advisers
Michigan
$4.97M +$960K +8,676 +24%
EWM
246
Empirical Wealth Management
Washington
$4.92M -$59.7K -540 -1%
TFA
247
TPG Financial Advisors
Oregon
$4.89M -$30.6K -277 -0.6%
CPA
248
Clear Perspective Advisors
Illinois
$4.88M +$2.39M +21,591 +97%
C
249
Clearshares
New York
$4.87M +$717K +6,484 +17%
AllianceBernstein
250
AllianceBernstein
Tennessee
$4.84M +$82.1K +742 +2%