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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
226
Lake Street Private Wealth
Illinois
$29.5M -$298K -1,935 -1%
PRWA
227
Platte River Wealth Advisors
Colorado
$29.4M -$459K -2,977 -2%
Buckingham Strategic Wealth
228
Buckingham Strategic Wealth
Missouri
$29.4M -$2.12M -13,754 -7%
JCM
229
Jacobsen Capital Management
Utah
$29.1M -$638K -4,137 -2%
MAM
230
Mainsail Asset Management
Alabama
$29M +$686K +4,449 +3%
MWM
231
MTC Wealth Management
Florida
$28.8M -$955K -6,195 -3%
CWA
232
Cornerstone Wealth Advisors
Minnesota
$28.7M +$77.9K +505 +0.3%
NL
233
NWAM LLC
Washington
$28.6M -$752K -4,879 -3%
TD Private Client Wealth
234
TD Private Client Wealth
New York
$28.6M +$1.4M +9,076 +5%
CFD
235
Creative Financial Designs
Indiana
$27.7M -$49.6K -322 -0.2%
Merit Financial Group
236
Merit Financial Group
Georgia
$27.4M -$13.3M -86,451 -33%
DWA
237
Dougherty Wealth Advisers
Minnesota
$27.4M +$124K +805 +0.5%
KWM
238
Kaydan Wealth Management
Michigan
$27.1M -$107K -691 -0.4%
FCA
239
FLC Capital Advisors
California
$27M +$637K +4,133 +3%
KCM
240
Kaye Capital Management
California
$26.9M -$567K -3,681 -2%
SIM
241
Studio Investment Management
Illinois
$26.9M -$1.69M -10,992 -6%
HHWM
242
Hiley Hunt Wealth Management
Nebraska
$26.8M +$729K +4,731 +3%
WIM
243
Warwick Investment Management
Texas
$26.6M +$11.7M +76,061 +87%
Brown Advisory
244
Brown Advisory
Maryland
$26.3M -$2.59M -16,814 -9%
OFP
245
OLIO Financial Planning
Virginia
$26.3M -$206K -1,338 -0.8%
MFWP
246
Mosaic Family Wealth Partners
Missouri
$26.2M +$1.13M +7,332 +5%
Perfromance Wealth Partners
247
Perfromance Wealth Partners
Illinois
$26.2M -$1.81M -11,736 -7%
MAI Capital Management
248
MAI Capital Management
Ohio
$26.1M +$7.15M +46,397 +41%
Lincoln National Corp
249
Lincoln National Corp
Pennsylvania
$25.9M +$1.83M +11,895 +8%
WAAG
250
Wealth Alliance Advisory Group
Kansas
$25.8M +$867K +5,622 +4%