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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Spire Wealth Management
Virginia
$20.2M +$1.08M +7,590 +6%
GVAG
227
Great Valley Advisor Group
Delaware
$20.2M +$261K +1,826 +1%
UA
228
Unison Advisors
District of Columbia
$20.1M +$6.2M +43,382 +47%
USCWA
229
U.S. Capital Wealth Advisors
Texas
$19.8M +$13.3M +93,023 +223%
DC
230
Davenport & Co
Virginia
$19.7M -$92.4K -647 -0.5%
DSA
231
Droms Strauss Advisors
Missouri
$19.6M -$15.7K -110 -0.1%
M&T Bank
232
M&T Bank
New York
$19.5M +$518K +3,630 +3%
FAIM
233
Financial Advocates Investment Management
Washington
$19.2M +$647K +4,534 +4%
AFS
234
Annapolis Financial Services
Maryland
$19.2M -$220K -1,543 -1%
BHWM
235
Bay Harbor Wealth Management
Maryland
$19.1M +$386K +2,701 +2%
Jane Street
236
Jane Street
New York
$18.9M +$16.6M +116,061 +926%
SAS
237
Sage Advisory Services
Texas
$18.9M +$1.06M +7,409 +6%
AAP
238
Arax Advisory Partners
Colorado
$18.7M +$523K +3,665 +3%
TW
239
Towerpoint Wealth
California
$18.6M +$2.14M +14,992 +13%
LGA
240
Lebenthal Global Advisors
New York
$18.3M +$14.3M +100,223 +415%
WFA
241
Wellspring Financial Advisors
Ohio
$18.1M +$214K +1,501 +0.2%
VC
242
Veery Capital
Delaware
$18M +$149K +1,040 +0.9%
SQA
243
Simon Quick Advisors
New Jersey
$17.8M +$976K +6,832 +6%
BSW
244
Buckingham Strategic Wealth
Missouri
$17.6M -$8.25M -57,803 -33%
ACS
245
Archford Capital Strategies
Illinois
$17.5M +$704K +4,933 +4%
CWM
246
Capital Wealth Management
Rhode Island
$17.1M -$684K -4,789 -4%
Ensign Peak Advisors
247
Ensign Peak Advisors
Utah
$17.1M +$16.6M +116,000 New
AA
248
Aire Advisors
California
$17M +$16.5M +115,550 New
AWM
249
Altium Wealth Management
New York
$16.9M -$117K -818 -0.7%
WAAG
250
Wealth Alliance Advisory Group
Kansas
$16.9M -$237K -1,662 -1%