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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
251
Cornerstone Wealth Management
Missouri
$8.36M -$329K -2,925 -4%
MFGP
252
Marshall Financial Group (Pennsylvania)
Pennsylvania
$8.3M +$1.39M +12,337 +21%
Northern Trust
253
Northern Trust
Illinois
$8.22M +$3.51M +31,255 +83%
SCM
254
SOL Capital Management
Maryland
$8.21M +$1.09M +9,717 +16%
PA
255
Prism Advisors
California
$8.15M -$543K -4,833 -7%
AWM
256
Avior Wealth Management
Nebraska
$8.14M -$1.01M -8,990 -12%
WPWM
257
Windward Private Wealth Management
Kansas
$8.13M +$7.69M +68,378 New
UA
258
Unison Advisors
District of Columbia
$8.1M +$778K +6,916 +11%
APP
259
Avantax Planning Partners
Iowa
$8.08M -$216K -1,918 -3%
Vanguard Group
260
Vanguard Group
Pennsylvania
$8.06M +$6.47M +57,581 +564%
LIG
261
Lokken Investment Group
Delaware
$8.05M +$7.61M +67,694 New
DT
262
Daniels + Tansey
Delaware
$8.03M +$6.63M +59,004 +674%
NW
263
NewEdge Wealth
Pennsylvania
$7.81M +$7.38M +65,655 New
QFA
264
Quattro Financial Advisors
Texas
$7.79M +$7.14M +63,496 New
SFA
265
Semmax Financial Advisors
North Carolina
$7.71M +$197K +1,753 +3%
RPWA
266
Regent Peak Wealth Advisors
Georgia
$7.68M +$246K +2,191 +4%
BCA
267
Berman Capital Advisors
Georgia
$7.62M +$216K +1,924 +3%
AWM
268
Apollon Wealth Management
South Carolina
$7.53M -$1.32M -11,743 -16%
SIA
269
Strategic Investment Advisors
Michigan
$7.5M +$776K +6,902 +12%
BPA
270
Beacon Pointe Advisors
California
$7.43M -$902K -8,023 -11%
KFGK
271
Keystone Financial Group (Kentucky)
Kentucky
$7.41M -$1.21M -10,801 -15%
WFA
272
Wellspring Financial Advisors
Ohio
$7.38M -$256K -2,279 -4%
MNG
273
Manning & Napier Group
New York
$7.28M
PA
274
Planning Alternatives
Michigan
$7.27M -$24.8K -221 -0.4%
SQA
275
Simon Quick Advisors
New Jersey
$7.21M -$2.42M -21,493 -26%