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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
276
Bragg Financial Advisors
North Carolina
$35.8M +$210K +1,005 +0.6%
CWM
277
Capital Wealth Management
Rhode Island
$35.7M +$891K +4,267 +3%
Nuveen
278
Nuveen
North Carolina
$35.5M +$34M +162,915 New
UFPG
279
United Financial Planning Group
New York
$35.3M +$1.4M +6,687 +4%
WA
280
Waterford Advisors
New York
$35.3M +$1.16M +5,561 +4%
FOFP
281
Fee-Only Financial Planning
South Carolina
$35M -$769K -3,682 -2%
BF
282
BOK Financial
Oklahoma
$35M +$4.59M +22,002 +16%
SWP
283
Stratos Wealth Partners
Ohio
$34.8M +$1.14M +5,464 +4%
CPA
284
Capital Performance Advisors
California
$34.6M -$141K -677 -0.4%
PS
285
Principal Securities
Iowa
$33.9M +$1.69M +8,090 +5%
NRI
286
NFP Retirement Inc
California
$33.8M -$2.38M -11,400 -7%
SIM
287
Studio Investment Management
Illinois
$33.6M -$118K -566 -0.4%
SHWM
288
Smith & Howard Wealth Management
Georgia
$33.3M +$141K +674 +0.4%
MA
289
Mutual Advisors
Nebraska
$32.9M +$4.77M +22,828 +18%
ST
290
Sageworth Trust
Pennsylvania
$32.7M -$4.36M -20,885 -12%
FAT
291
First American Trust
California
$32.7M -$946K -4,530 -3%
VAS
292
Vestmark Advisory Solutions
Massachusetts
$32.6M -$16.9M -81,094 -35%
FIM
293
Freedom Investment Management
Connecticut
$32.5M -$555K -2,658 -2%
IPW
294
Impact Partnership Wealth
Georgia
$32.4M -$2.95M -14,119 -9%
FPB
295
First PREMIER Bank
South Dakota
$32.4M +$288K +1,379 +0.9%
FFG
296
Fiduciary Financial Group
California
$32.2M +$3.09M +14,782 +11%
NOI
297
Newton One Investments
Delaware
$32.1M -$33.4K -160 -0.1%
FH
298
FWG Holdings
Florida
$32.1M +$4.37M +20,938 +17%
TODC
299
Trustees of Dartmouth College
New Hampshire
$32M -$7.38M -35,364 -19%
LGA
300
Lebenthal Global Advisors
New York
$31.8M +$90K +431 +0.3%