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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
226
MTC Wealth Management
Florida
$27.4M -$319K -2,265 -1%
LSPW
227
Lake Street Private Wealth
Illinois
$27.4M +$2.41M +17,162 +10%
BW
228
BIP Wealth
Georgia
$27.4M +$5.8M +41,259 +29%
CSPIA
229
Cary Street Partners Investment Advisory
Virginia
$27.3M +$3.09M +21,928 +14%
JCM
230
Jacobsen Capital Management
Utah
$27.3M -$1.36M -9,678 -5%
NL
231
NWAM LLC
Washington
$27.2M +$17.7M +125,599 +222%
Brown Advisory
232
Brown Advisory
Maryland
$26.7M +$2.46M +17,465 +11%
OFP
233
OLIO Financial Planning
Virginia
$26.5M +$1.9M +13,529 +8%
SIM
234
Studio Investment Management
Illinois
$26.3M -$1.03M -7,302 -4%
CWA
235
Cornerstone Wealth Advisors
Minnesota
$26.3M +$530K +3,765 +2%
MAM
236
Mainsail Asset Management
Alabama
$25.9M +$24.4M +173,575 New
CAM
237
Clark Asset Management
New Hampshire
$25.8M +$2.94M +20,920 +14%
PWP
238
Perfromance Wealth Partners
Illinois
$25.8M -$2.57M -18,294 -10%
CFD
239
Creative Financial Designs
Indiana
$25.5M -$691K -4,913 -3%
KCM
240
Kaye Capital Management
California
$25.4M -$216K -1,532 -0.9%
GRA
241
Golden Road Advisors
Florida
$25.3M +$23.8M +169,094 New
DWA
242
Dougherty Wealth Advisers
Minnesota
$25M +$2.44M +17,314 +12%
KWM
243
Kaydan Wealth Management
Michigan
$24.9M +$6.64M +47,207 +39%
TPCW
244
TD Private Client Wealth
New York
$24.9M -$1.28M -9,113 -5%
4WM
245
49 Wealth Management
Texas
$24.8M +$23.3M +165,691 New
MFIM
246
Mesirow Financial Investment Management
Illinois
$24.6M +$23.1M +164,445 New
FCA
247
FLC Capital Advisors
California
$24.2M +$1.77M +12,582 +8%
VWM
248
Valley Wealth Managers
New Jersey
$24.1M +$4.47M +31,750 +24%
Vanguard Group
249
Vanguard Group
Pennsylvania
$24M +$10.1M +72,037 +81%
HP
250
Hilltop Partners
Indiana
$24M -$5.09M -36,175 -18%