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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
251
Lake Street Private Wealth
Illinois
$20M +$856K +6,164 +5%
NWM
252
NEIRG Wealth Management
Massachusetts
$19.9M +$1.72M +12,348 +10%
WF
253
Warner Financial
Maryland
$19.8M +$328K +2,365 +2%
HWA
254
Heartwood Wealth Advisors
Virginia
$19.8M +$18.5K +133 +0.1%
SFFS
255
Stonehage Fleming Financial Services
Jersey
$19.7M +$19.2M +138,590 New
PF
256
Parker Financial
Washington
$19.7M +$490K +3,527 +3%
NFC
257
Northeast Financial Consultants
Connecticut
$19.7M -$2.02M -14,538 -10%
CCM
258
Carlson Capital Management
Minnesota
$19.6M -$15.7K -113 -0.1%
TFA
259
Trinity Financial Advisors
Ohio
$19.6M -$2.51M -18,039 -12%
FAT
260
First American Trust
California
$19.4M +$583K +4,195 +3%
CSPIA
261
Cary Street Partners Investment Advisory
Virginia
$19.4M +$625K +4,501 +3%
BCIM
262
Bishop & Co Investment Management
Pennsylvania
$19.4M +$236K +1,696 +1%
GRP
263
Global Retirement Partners
California
$19.2M +$546K +3,933 +3%
CAC
264
Certified Advisory Corp
Florida
$19.2M -$378K -2,721 -2%
BFA
265
Bragg Financial Advisors
North Carolina
$19.2M +$268K +1,929 +1%
CWM
266
Capital Wealth Management
Rhode Island
$18.8M +$204K +1,471 +1%
HWM
267
Hemington Wealth Management
Virginia
$18.8M -$1.47M -10,592 -7%
HP
268
Hilltop Partners
Indiana
$18.8M -$1.44M -10,395 -7%
DSA
269
Droms Strauss Advisors
Missouri
$18.6M +$18.2M +130,917 +101%
BW
270
BIP Wealth
Georgia
$18.4M +$4.1M +29,512 +30%
LNC
271
Lincoln National Corp
Pennsylvania
$18.4M +$946K +6,812 +6%
MA
272
Mutual Advisors
Nebraska
$18.3M +$2.56M +18,413 +17%
TW
273
Towerpoint Wealth
California
$18.2M +$133K +960 +0.8%
CPIG
274
Chicago Partners Investment Group
Illinois
$18.2M +$9.08M +65,376 +110%
GFWA
275
Grey Fox Wealth Advisors
Delaware
$18M +$4.05M +29,167 +30%