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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAN
226
Financial Advisors Network
California
$35.4M -$88.7K -490 -0.3%
GIM
227
Glenmede Investment Management
Pennsylvania
$35.3M -$3.11M -17,182 -8%
BWM
228
Brown Wealth Management
Illinois
$35.1M +$1.27M +7,023 +4%
JCM
229
Jacobsen Capital Management
Utah
$34.9M +$229K +1,264 +0.7%
SAI
230
Savvy Advisors Inc
New York
$34.4M +$10.2M +56,466 +44%
Brown Advisory
231
Brown Advisory
Maryland
$34.3M +$231K +1,278 +0.7%
ECM
232
Evergreen Capital Management
Washington
$34M +$634K +3,504 +2%
TODC
233
Trustees of Dartmouth College
New Hampshire
$34M
FAT
234
First American Trust
California
$34M -$2.89M -15,953 -8%
NL
235
NWAM LLC
Washington
$34M -$234K -1,293 -0.7%
ODG
236
O'Dell Group
Ohio
$33.9M +$962K +5,313 +3%
Northern Trust
237
Northern Trust
Illinois
$33.8M +$749K +4,134 +2%
MFWP
238
Mosaic Family Wealth Partners
Missouri
$33.8M +$314K +1,732 +1%
FCA
239
FLC Capital Advisors
California
$33.8M -$465K -2,570 -1%
ST
240
Sageworth Trust
Pennsylvania
$33.6M +$1.23M +6,809 +4%
AWM
241
AAF Wealth Management
Massachusetts
$33.4M +$7.18M +39,672 +28%
FA
242
Fountainhead AM
New Jersey
$33.2M +$2.06M +11,379 +7%
GCM
243
Graham Capital Management
Connecticut
$32.8M +$11.9M +66,000 +60%
RCG
244
Regatta Capital Group
California
$32.5M +$657K +3,627 +2%
MSA
245
Marino Stram & Associates
Massachusetts
$32.3M +$322K +1,779 +1%
CWA
246
Cornerstone Wealth Advisors
Minnesota
$32.3M -$955K -5,274 -3%
GFG
247
Goldstone Financial Group
Illinois
$32.2M +$1.8M +9,949 +6%
HHWM
248
Hiley Hunt Wealth Management
Nebraska
$32.2M +$387K +2,135 +1%
CCM
249
Cambridge Capital Management
Illinois
$32.1M +$683K +3,773 +2%
MPW
250
MA Private Wealth
California
$32M +$1.18M +6,518 +4%