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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
226
RWA Wealth Partners
Massachusetts
$19.1M +$13.9M +102,788 +200%
CSWM
227
Cassady Schiller Wealth Management
Ohio
$18.9M +$2.11M +15,602 +11%
MMA
228
Miracle Mile Advisors
California
$18.9M +$875K +6,474 +4%
CC
229
Courier Capital
New York
$18.8M +$181K +1,338 +0.9%
HWA
230
Heartwood Wealth Advisors
Virginia
$18.7M -$228K -1,685 -1%
HWM
231
Hemington Wealth Management
Virginia
$18.6M -$583K -4,313 -3%
SIM
232
Studio Investment Management
Illinois
$18.3M +$5.3M +39,241 +36%
Brown Advisory
233
Brown Advisory
Maryland
$18.3M +$3.34M +24,707 +20%
TCM
234
TD Capital Management
Tennessee
$18.2M +$42K +311 +0.2%
WAAG
235
Wealth Alliance Advisory Group
Kansas
$18.1M +$922K +6,821 +5%
AWM
236
AAF Wealth Management
Massachusetts
$18.1M +$305K +2,255 +2%
FAT
237
First American Trust
California
$18.1M -$390K -2,887 -2%
DC
238
Davenport & Co
Virginia
$18M +$672K +4,970 +4%
BCIM
239
Bishop & Co Investment Management
Pennsylvania
$17.9M -$140K -1,039 -0.7%
CCM
240
Carlson Capital Management
Minnesota
$17.9M -$383K -2,833 -2%
NFC
241
Northeast Financial Consultants
Connecticut
$17.9M +$129K +958 +0.7%
MA
242
MUFG Americas
New York
$17.8M -$6.85M -50,660 -26%
AA
243
Aire Advisors
California
$17.5M +$899K +6,649 +5%
AWE
244
Avidian Wealth Enterprises
Texas
$17.4M +$17.7M +130,874 +1,268%
CA
245
Cresta Advisors
Texas
$17.3M +$18.9M +139,923 New
MIAN
246
Mariner Independent Advisor Network
Kansas
$17.2M +$1.19M +8,769 +7%
GSIS
247
Global Strategic Investment Solutions
Arizona
$17.1M -$176K -1,301 -0.9%
SIC
248
Sigma Investment Counselors
Michigan
$17M -$432K -3,195 -2%
SIA
249
Strategic Investment Advisors
Michigan
$16.9M +$689K +5,098 +4%
NWM
250
NEIRG Wealth Management
Massachusetts
$16.9M -$681K -5,035 -4%