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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FOFP
251
Fee-Only Financial Planning
South Carolina
$29.4M -$509K -2,916 -2%
HHWM
252
Hiley Hunt Wealth Management
Nebraska
$29.1M +$100K +575 +0.3%
FH
253
FWG Holdings
Florida
$28.9M +$4.68M +26,839 +18%
MFWP
254
Mosaic Family Wealth Partners
Missouri
$28.8M +$620K +3,553 +2%
AWA
255
Arbor Wealth Advisors
Michigan
$28.8M +$662K +3,796 +2%
MSA
256
Marino Stram & Associates
Massachusetts
$28.8M +$773K +4,430 +3%
KWM
257
Kaydan Wealth Management
Michigan
$28.8M +$51.4K +295 +0.2%
DWM
258
Dakota Wealth Management
Florida
$28.6M -$2.88M -16,509 -9%
RCG
259
Regatta Capital Group
California
$28.4M +$28.8K +165 +0.1%
CCM
260
Cambridge Capital Management
Illinois
$28.2M +$1.21M +6,913 +4%
WF
261
Warner Financial
Maryland
$28M -$288K -1,649 -1%
SIM
262
Studio Investment Management
Illinois
$28M -$181K -1,036 -0.6%
Northern Trust
263
Northern Trust
Illinois
$27.8M -$2.21M -12,667 -7%
CFG
264
Clayton Financial Group
Missouri
$27.7M +$2.06M +11,798 +8%
ASN
265
Advisory Services Network
Georgia
$27.4M +$890K +5,103 +3%
AWM
266
Allen Wealth Management
North Carolina
$26.8M +$253K +1,448 +0.9%
BFA
267
Bragg Financial Advisors
North Carolina
$26.4M +$1.38M +7,916 +5%
SC
268
SouthState Corp
Florida
$26.4M +$23.5M +134,868 +748%
IWC
269
Integrated Wealth Concepts
Massachusetts
$26.2M +$403K +2,310 +2%
ACC
270
Acorn Creek Capital
Colorado
$26.2M -$170K -972 -0.6%
GFG
271
Goldstone Financial Group
Illinois
$26.1M +$6.96M +39,928 +36%
PFS
272
Prospera Financial Services
Texas
$26M +$149K +852 +0.6%
GVAG
273
Great Valley Advisor Group
Delaware
$25.9M +$676K +3,879 +3%
ECM
274
Evergreen Capital Management
Washington
$25.5M +$4.18M +23,960 +19%
TW
275
Towerpoint Wealth
California
$25.4M +$960K +5,507 +4%