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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HHWM
251
Hiley Hunt Wealth Management
Nebraska
$28.5M +$503K +2,864 +2%
KWM
252
Kaydan Wealth Management
Michigan
$28.1M -$7.07M -40,307 -20%
MWM
253
MTC Wealth Management
Florida
$28M -$585K -3,331 -2%
RCG
254
Regatta Capital Group
California
$27.8M +$121K +689 +0.4%
BWM
255
Brown Wealth Management
Illinois
$27.7M +$211K +1,200 +0.7%
WF
256
Warner Financial
Maryland
$27.7M +$884K +5,037 +3%
MFWP
257
Mosaic Family Wealth Partners
Missouri
$27.7M -$34K -194 -0.1%
SIM
258
Studio Investment Management
Illinois
$27.6M -$161K -917 -0.6%
AWA
259
Arbor Wealth Advisors
Michigan
$27.6M +$228K +1,302 +0.8%
MSA
260
Marino Stram & Associates
Massachusetts
$27.4M +$916K +5,217 +3%
WAAG
261
Wealth Alliance Advisory Group
Kansas
$27.4M -$6.14K -35 -0%
HP
262
Hilltop Partners
Indiana
$27.1M +$5.73M +32,650 +26%
CCM
263
Cambridge Capital Management
Illinois
$26.4M +$1.04M +5,907 +4%
FAT
264
First American Trust
California
$26.2M -$681K -3,882 -2%
AWM
265
Allen Wealth Management
North Carolina
$26M -$21.4K -122 -0.1%
ASN
266
Advisory Services Network
Georgia
$26M +$1.85M +10,527 +7%
ACC
267
Acorn Creek Capital
Colorado
$25.8M +$1.15M +6,565 +4%
FH
268
FWG Holdings
Florida
$25.8M -$217K -1,239 -0.8%
WA
269
Wealth Architects
California
$25.6M -$926K -5,276 -3%
FMWA
270
Forvis Mazars Wealth Advisors
Missouri
$25.5M -$5.52M -31,447 -17%
PFS
271
Prospera Financial Services
Texas
$25.4M +$1.33M +7,551 +5%
IWC
272
Integrated Wealth Concepts
Massachusetts
$25.3M +$3.22M +18,331 +14%
CFG
273
Clayton Financial Group
Missouri
$25.2M +$2.18M +12,398 +9%
GVAG
274
Great Valley Advisor Group
Delaware
$24.8M +$517K +2,945 +2%
BFA
275
Bragg Financial Advisors
North Carolina
$24.6M +$648K +3,695 +3%