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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
226
Beacon Pointe Advisors
California
$7.36M +$1.77M +16,848 +31%
Mirae Asset Global Investments
227
Mirae Asset Global Investments
South Korea
$7.3M -$8.95M -85,430 -55%
APP
228
Avantax Planning Partners
Iowa
$7.3M +$157K +1,499 +2%
JWCA
229
J.W. Cole Advisors
Florida
$7.18M -$1.66M -15,866 -19%
PWAC
230
Private Wealth Advisors (California)
California
$7.01M -$233K -2,223 -3%
FUBT
231
First United Bank & Trust
Maryland
$6.97M +$265K +2,532 +4%
NEWAS
232
N.E.W. Advisory Services
Wisconsin
$6.92M -$405K -3,865 -6%
WFA
233
Wellspring Financial Advisors
Ohio
$6.72M -$129K -1,227 -2%
APSP
234
Asset Planning Services (Pennsylvania)
Pennsylvania
$6.67M -$137K -1,310 -2%
PWM
235
PRW Wealth Management
Massachusetts
$6.67M +$1.23M +11,696 +22%
SFA
236
Semmax Financial Advisors
North Carolina
$6.59M -$284K -2,709 -4%
RPWA
237
Regent Peak Wealth Advisors
Georgia
$6.52M -$59.3K -566 -0.9%
MW
238
Marcum Wealth
Ohio
$6.49M -$878K -8,381 -12%
BCA
239
Berman Capital Advisors
Georgia
$6.49M -$366K -3,496 -5%
MA
240
MUFG Americas
New York
$6.43M +$100K +954 +2%
PA
241
Planning Alternatives
Michigan
$6.41M -$96.4K -920 -1%
CPIG
242
Chicago Partners Investment Group
Illinois
$6.4M -$509K -4,856 -7%
UA
243
Unison Advisors
District of Columbia
$6.4M +$149K +1,425 +2%
SPC
244
Sigma Planning Corp
Michigan
$6.35M +$279K +2,663 +5%
GRP
245
Global Retirement Partners
California
$6.24M -$339K -3,233 -5%
BCM
246
BTC Capital Management
Iowa
$6.24M -$17.5K -167 -0.3%
MNG
247
Manning & Napier Group
New York
$6.22M
BFIC
248
Bedell Frazier Investment Counselling
California
$6.19M -$168K -1,604 -3%
SCM
249
SOL Capital Management
Maryland
$6.19M +$737K +7,032 +13%
LSPW
250
Lake Street Private Wealth
Illinois
$6.13M +$51.9K +495 +0.9%