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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
251
Cassady Schiller Wealth Management
Ohio
$18.1M +$5.48M +38,868 +39%
AA
252
Aire Advisors
California
$17.8M +$1.04M +7,392 +6%
AA
253
Ashford Advisors
New York
$17.8M +$19M +134,890 New
GIA
254
Gladstone Institutional Advisory
Florida
$17.7M +$412K +2,918 +2%
DSA
255
Droms Strauss Advisors
Missouri
$17.6M -$95.9K -680 -0.5%
SIA
256
Strategic Investment Advisors
Michigan
$17.4M +$3.23M +22,920 +21%
AWA
257
Arete Wealth Advisors
Illinois
$17.4M +$1.4M +9,957 +8%
MIAN
258
Mariner Independent Advisor Network
Kansas
$17.4M +$2.73M +19,346 +17%
ECM
259
Evergreen Capital Management
Washington
$17.3M -$1M -7,121 -5%
WANY
260
Wealthspire Advisors (New York)
New York
$17.3M +$7.32M +51,865 +65%
Bank of Montreal
261
Bank of Montreal
Ontario, Canada
$17.2M -$204K -1,443 -1%
MAM
262
Meeder Asset Management
Ohio
$17.1M +$5.37M +38,036 +42%
SW
263
SlateStone Wealth
Florida
$17.1M +$3.46M +24,512 +23%
SWM
264
Spire Wealth Management
Virginia
$17.1M -$678K -4,807 -4%
AFS
265
Annapolis Financial Services
Maryland
$16.9M -$390K -2,767 -2%
AWM
266
Altium Wealth Management
New York
$16.9M +$2.02M +14,296 +13%
FA
267
FDx Advisors
Illinois
$16.8M -$428K -3,034 -2%
VC
268
Veery Capital
Delaware
$16.7M +$827K +5,862 +5%
CAC
269
Certified Advisory Corp
Florida
$16.6M +$4.07M +28,830 +30%
Bessemer Group
270
Bessemer Group
New Jersey
$16.6M +$4.19M +29,707 +31%
OFP
271
OLIO Financial Planning
Virginia
$16.6M +$2.32M +16,439 +15%
BHWM
272
Bay Harbor Wealth Management
Maryland
$16.5M -$748K -5,306 -4%
PWM
273
PRW Wealth Management
Massachusetts
$16.3M +$802K +5,684 +5%
LGA
274
Lebenthal Global Advisors
New York
$16.3M -$183K -1,300 -1%
Brown Advisory
275
Brown Advisory
Maryland
$16.3M +$2.01M +14,219 +13%