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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
251
U.S. Capital Wealth Advisors
Texas
$19.1M -$861K -5,903 -4%
CFD
252
Creative Financial Designs
Indiana
$18.9M +$2.65M +18,192 +17%
AA
253
Aire Advisors
California
$18.8M +$1.75M +12,008 +10%
LGA
254
Lebenthal Global Advisors
New York
$18.4M +$57.1K +391 +0.3%
BWFA
255
Baltimore-Washington Financial Advisors
Maryland
$18.2M -$1.02M -6,983 -5%
Bank of Montreal
256
Bank of Montreal
Ontario, Canada
$18.2M +$3.76M +25,762 +27%
IDA
257
Intelligence Driven Advisers
California
$18.2M -$17.4M -119,534 -49%
AWA
258
Arete Wealth Advisors
Illinois
$18M +$2.02M +13,829 +13%
VC
259
Veery Capital
Delaware
$17.9M -$183K -1,252 -1%
PWM
260
PRW Wealth Management
Massachusetts
$17.5M +$713K +4,888 +4%
BFA
261
Bragg Financial Advisors
North Carolina
$17.4M +$2.37M +16,252 +16%
WF
262
Warner Financial
Maryland
$17.4M +$1.02M +6,971 +6%
LSPW
263
Lake Street Private Wealth
Illinois
$17.3M +$3.85M +26,408 +29%
ACA
264
Ackerman Capital Advisors
Texas
$17.1M +$3.38M +23,186 +25%
EA
265
Evolution Advisers
Virginia
$16.9M +$90.3K +619 +0.5%
CWM
266
Capital Wealth Management
Rhode Island
$16.8M -$365K -2,504 -2%
AWM
267
Altium Wealth Management
New York
$16.8M -$203K -1,394 -1%
FFBTD
268
First Financial Bank - Trust Division
Ohio
$16.7M +$12.6M +86,034 +323%
SFI
269
SPC Financial Inc
Maryland
$16.6M +$16.4M +112,276 New
MIAN
270
Mariner Independent Advisor Network
Kansas
$16.5M +$4.03M +27,587 +33%
TIAM2
271
Tru Independence Asset Management 2
Oregon
$16.4M +$185K +1,268 +1%
MA
272
Mutual Advisors
Nebraska
$16.4M +$9.89M +67,755 +158%
ACS
273
Archford Capital Strategies
Illinois
$16.3M -$1.14M -7,781 -7%
Neuberger Berman Group
274
Neuberger Berman Group
New York
$16.3M +$6.09M +41,721 +61%
OFP
275
OLIO Financial Planning
Virginia
$16.2M +$1.09M +7,502 +7%