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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
251
Kaye Capital Management
California
$28.5M -$137K -783 -0.5%
HHWM
252
Hiley Hunt Wealth Management
Nebraska
$28.5M +$503K +2,864 +2%
KWM
253
Kaydan Wealth Management
Michigan
$28.1M -$7.07M -40,307 -20%
MWM
254
MTC Wealth Management
Florida
$28M -$585K -3,331 -2%
RCG
255
Regatta Capital Group
California
$27.8M +$121K +689 +0.4%
BWM
256
Brown Wealth Management
Illinois
$27.7M +$211K +1,200 +0.7%
WF
257
Warner Financial
Maryland
$27.7M +$884K +5,037 +3%
MFWP
258
Mosaic Family Wealth Partners
Missouri
$27.7M -$34K -194 -0.1%
SIM
259
Studio Investment Management
Illinois
$27.6M -$161K -917 -0.6%
AWA
260
Arbor Wealth Advisors
Michigan
$27.6M +$228K +1,302 +0.8%
MSA
261
Marino Stram & Associates
Massachusetts
$27.4M +$916K +5,217 +3%
WAAG
262
Wealth Alliance Advisory Group
Kansas
$27.4M -$6.14K -35 -0%
HP
263
Hilltop Partners
Indiana
$27.1M +$5.73M +32,650 +26%
CCM
264
Cambridge Capital Management
Illinois
$26.4M +$1.04M +5,907 +4%
FAT
265
First American Trust
California
$26.2M -$681K -3,882 -2%
AWM
266
Allen Wealth Management
North Carolina
$26M -$21.4K -122 -0.1%
Advisory Services Network
267
Advisory Services Network
Georgia
$26M +$1.85M +10,527 +7%
ACC
268
Acorn Creek Capital
Colorado
$25.8M +$1.15M +6,565 +4%
FH
269
FWG Holdings
Florida
$25.8M -$217K -1,239 -0.8%
WA
270
Wealth Architects
California
$25.6M -$926K -5,276 -3%
Forvis Mazars Wealth Advisors
271
Forvis Mazars Wealth Advisors
Missouri
$25.5M -$5.52M -31,447 -17%
Prospera Financial Services
272
Prospera Financial Services
Texas
$25.4M +$1.33M +7,551 +5%
Integrated Wealth Concepts
273
Integrated Wealth Concepts
Massachusetts
$25.3M +$3.22M +18,331 +14%
CFG
274
Clayton Financial Group
Missouri
$25.2M +$2.18M +12,398 +9%
Great Valley Advisor Group
275
Great Valley Advisor Group
Delaware
$24.8M +$517K +2,945 +2%