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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PRWA
226
Platte River Wealth Advisors
Colorado
$29.4M -$459K -2,977 -2%
BSW
227
Buckingham Strategic Wealth
Missouri
$29.4M -$2.12M -13,754 -7%
JCM
228
Jacobsen Capital Management
Utah
$29.1M -$638K -4,137 -2%
MAM
229
Mainsail Asset Management
Alabama
$29M +$686K +4,449 +3%
MWM
230
MTC Wealth Management
Florida
$28.8M -$955K -6,195 -3%
CWA
231
Cornerstone Wealth Advisors
Minnesota
$28.7M +$77.9K +505 +0.3%
NL
232
NWAM LLC
Washington
$28.6M -$752K -4,879 -3%
TPCW
233
TD Private Client Wealth
New York
$28.6M +$1.4M +9,076 +5%
CFD
234
Creative Financial Designs
Indiana
$27.7M -$49.6K -322 -0.2%
MFG
235
Merit Financial Group
Georgia
$27.4M -$13.3M -86,451 -33%
DWA
236
Dougherty Wealth Advisers
Minnesota
$27.4M +$124K +805 +0.5%
KWM
237
Kaydan Wealth Management
Michigan
$27.1M -$107K -691 -0.4%
FCA
238
FLC Capital Advisors
California
$27M +$637K +4,133 +3%
KCM
239
Kaye Capital Management
California
$26.9M -$567K -3,681 -2%
SIM
240
Studio Investment Management
Illinois
$26.9M -$1.69M -10,992 -6%
HHWM
241
Hiley Hunt Wealth Management
Nebraska
$26.8M +$729K +4,731 +3%
WIM
242
Warwick Investment Management
Texas
$26.6M +$11.7M +76,061 +87%
Brown Advisory
243
Brown Advisory
Maryland
$26.3M -$2.59M -16,814 -9%
OFP
244
OLIO Financial Planning
Virginia
$26.3M -$206K -1,338 -0.8%
MFWP
245
Mosaic Family Wealth Partners
Missouri
$26.2M +$1.13M +7,332 +5%
PWP
246
Perfromance Wealth Partners
Illinois
$26.2M -$1.81M -11,736 -7%
MCM
247
MAI Capital Management
Ohio
$26.1M +$7.15M +46,397 +41%
LNC
248
Lincoln National Corp
Pennsylvania
$25.9M +$1.83M +11,895 +8%
WAAG
249
Wealth Alliance Advisory Group
Kansas
$25.8M +$867K +5,622 +4%
CIA
250
Concurrent Investment Advisors
Florida
$25.8M +$2.3M +14,908 +10%