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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
251
Cornerstone Wealth Advisors
Minnesota
$33.6M +$503K +2,676 +2%
MSA
252
Marino Stram & Associates
Massachusetts
$33.5M +$457K +2,430 +1%
HHWM
253
Hiley Hunt Wealth Management
Nebraska
$33.4M +$416K +2,211 +1%
ST
254
Sageworth Trust
Pennsylvania
$33.3M -$1.15M -6,108 -3%
HP
255
Hilltop Partners
Indiana
$32.6M +$814K +4,326 +3%
ACC
256
Acorn Creek Capital
Colorado
$32.5M +$936K +4,976 +3%
MWM
257
Modern Wealth Management
Kansas
$32.4M +$221K +1,173 +0.7%
BFS
258
Bare Financial Services
Pennsylvania
$32.3M +$1.65M +8,748 +5%
WF
259
Warner Financial
Maryland
$32.2M +$830K +4,413 +3%
AWA
260
Arbor Wealth Advisors
Michigan
$32.1M +$245K +1,302 +0.8%
FOFP
261
Fee-Only Financial Planning
South Carolina
$31.8M -$524K -2,785 -2%
KWM
262
Kaydan Wealth Management
Michigan
$31.8M -$392K -2,085 -1%
AWA
263
Arkadios Wealth Advisors
Georgia
$31M +$17.7M +94,077 +138%
TW
264
Towerpoint Wealth
California
$30.8M +$784K +4,168 +3%
FIM
265
Freedom Investment Management
Connecticut
$30.4M -$1.69M -8,963 -5%
BFA
266
Bragg Financial Advisors
North Carolina
$30.2M +$920K +4,889 +3%
FH
267
FWG Holdings
Florida
$30M -$463K -2,462 -2%
NRI
268
NFP Retirement Inc
California
$29.9M -$226K -1,204 -0.8%
SIM
269
Studio Investment Management
Illinois
$29.9M -$248K -1,321 -0.8%
MFIM
270
Mesirow Financial Investment Management
Illinois
$29.8M -$9.92M -52,755 -25%
SBH
271
Segall Bryant & Hamill
Illinois
$29.7M -$1.65M -8,780 -5%
UFPG
272
United Financial Planning Group
New York
$29.6M +$29.2M +155,120 +316,571%
AWM
273
Allen Wealth Management
North Carolina
$29.2M -$968K -5,145 -3%
WA
274
Waterford Advisors
New York
$29.1M +$658K +3,498 +2%
SWP
275
Stratos Wealth Partners
Ohio
$29M +$1.75M +9,307 +7%