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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPW
251
MA Private Wealth
California
$32M +$1.18M +6,518 +4%
FOFP
252
Fee-Only Financial Planning
South Carolina
$31.6M -$267K -1,473 -0.9%
KWM
253
Kaydan Wealth Management
Michigan
$31.4M +$376K +2,075 +1%
FIM
254
Freedom Investment Management
Connecticut
$31.4M -$1.45M -7,992 -5%
Modern Wealth Management
255
Modern Wealth Management
Kansas
$31.4M +$266K +1,467 +0.9%
AWA
256
Arbor Wealth Advisors
Michigan
$31.1M +$74.2K +410 +0.2%
HP
257
Hilltop Partners
Indiana
$31M +$645K +3,563 +2%
ACC
258
Acorn Creek Capital
Colorado
$30.8M +$1.11M +6,128 +4%
Segall Bryant & Hamill
259
Segall Bryant & Hamill
Illinois
$30.7M -$1.63M -9,024 -5%
WF
260
Warner Financial
Maryland
$30.6M +$335K +1,849 +1%
MMPW
261
Mitchell McLeod Pugh & Williams
Alabama
$30.3M +$4.27M +23,589 +17%
BFS
262
Bare Financial Services
Pennsylvania
$29.9M +$1.23M +6,795 +4%
SIM
263
Studio Investment Management
Illinois
$29.6M -$411K -2,269 -1%
AWM
264
Allen Wealth Management
North Carolina
$29.5M +$422K +2,333 +1%
NRI
265
NFP Retirement Inc
California
$29.4M +$353K +1,950 +1%
TW
266
Towerpoint Wealth
California
$29.3M +$983K +5,427 +4%
EPM
267
Elm Partners Management
Pennsylvania
$29M +$13.3M +73,406 +89%
Bragg Financial Advisors
268
Bragg Financial Advisors
North Carolina
$28.5M -$231K -1,275 -0.8%
WA
269
Wealth Architects
California
$28.4M -$144K -798 -0.5%
FH
270
FWG Holdings
Florida
$28.3M -$3.59M -19,854 -12%
WA
271
Waterford Advisors
New York
$27.8M +$26.3M +145,291 +3,917%
Integrated Wealth Concepts
272
Integrated Wealth Concepts
Massachusetts
$27.7M -$128K -708 -0.5%
VA
273
Vestwell Advisors
New York
$27.4M – – –
IPW
274
Impact Partnership Wealth
Georgia
$27.1M +$3.41M +18,846 +15%
CC
275
Courier Capital
New York
$26.8M +$122K +675 +0.5%