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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
251
Bell Investment Advisors
California
$12.5M +$12.8M +92,070 New
Prudential Financial
252
Prudential Financial
New Jersey
$12.4M -$38.4M -275,964 -75%
FVWA
253
Foster Victor Wealth Advisors
South Carolina
$12.4M -$63.2K -454 -0.5%
PFA
254
Paradigm Financial Advisors
Missouri
$12.4M +$105K +754 +0.8%
CFGS
255
Concourse Financial Group Securities
Alabama
$12.3M -$20.2K -145 -0.2%
EPM
256
Elm Partners Management
Pennsylvania
$12.3M +$1.82M +13,060 +17%
WLIM
257
White Lighthouse Investment Management
Massachusetts
$12.2M +$127K +911 +1%
CAC
258
Certified Advisory Corp
Florida
$12.2M +$753K +5,407 +6%
SG Americas Securities
259
SG Americas Securities
New York
$12.2M -$166K -1,190 -1%
CWM
260
Cranbrook Wealth Management
Michigan
$12.2M -$388K -2,786 -3%
OCG
261
Opus Capital Group
Ohio
$12.2M -$122K -873 -1%
SCA
262
STALEY CAPITAL ADVISERS
Pennsylvania
$12M +$119K +856 +1%
LSPW
263
Lake Street Private Wealth
Illinois
$11.9M +$2.39M +17,155 +24%
DT
264
Daniels + Tansey
Delaware
$11.9M +$321K +2,306 +3%
SIA
265
Strategic Investment Advisors
Michigan
$11.9M +$887K +6,370 +8%
Robertson Stephens Wealth Management
266
Robertson Stephens Wealth Management
California
$11.9M +$1.59M +11,408 +15%
SCM
267
SOL Capital Management
Maryland
$11.8M +$364K +2,613 +3%
BFS
268
Beacon Financial Strategies
North Carolina
$11.7M -$801K -5,751 -6%
Brown Advisory
269
Brown Advisory
Maryland
$11.6M +$247K +1,776 +2%
FPB
270
First PREMIER Bank
South Dakota
$11.6M +$1.81M +13,003 +18%
MFGP
271
Marshall Financial Group (Pennsylvania)
Pennsylvania
$11.6M +$844K +6,065 +8%
GSIS
272
Global Strategic Investment Solutions
Arizona
$11.3M +$131K +942 +1%
SIC
273
Sigma Investment Counselors
Michigan
$11.1M +$295K +2,117 +3%
SWA
274
Stratos Wealth Advisors
Ohio
$11M +$2.36M +16,954 +26%
Global Retirement Partners
275
Global Retirement Partners
California
$10.9M -$546K -3,918 -5%