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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
276
Wealthspire Advisors (New York)
New York
$7.2M +$4.82M +42,901 +244%
IIC
277
Integrated Investment Consultants
Michigan
$7.13M +$375K +3,331 +6%
BCM
278
BTC Capital Management
Iowa
$7.13M +$27.4K +244 +0.4%
RIA
279
Regal Investment Advisors
Michigan
$7.04M +$6.65M +59,170 New
Bessemer Group
280
Bessemer Group
New Jersey
$6.92M +$52.4K +466 +0.8%
GVAG
281
Great Valley Advisor Group
Delaware
$6.84M +$1.21M +10,803 +23%
HCP
282
Hexagon Capital Partners
Arkansas
$6.83M -$21.7K -193 -0.3%
LSPW
283
Lake Street Private Wealth
Illinois
$6.81M -$162K -1,438 -2%
AllianceBernstein
284
AllianceBernstein
Tennessee
$6.81M -$8.43K -75 -0.1%
CAPTRUST Financial Advisors
285
CAPTRUST Financial Advisors
North Carolina
$6.77M +$2.47M +21,944 +63%
MPCG
286
Matrix Private Capital Group
New York
$6.77M +$846K +7,522 +15%
APSP
287
Asset Planning Services (Pennsylvania)
Pennsylvania
$6.72M -$824K -7,330 -11%
EPM
288
Elm Partners Management
Pennsylvania
$6.72M +$1.22M +10,866 +24%
GRP
289
Global Retirement Partners
California
$6.7M -$384K -3,412 -6%
FCM
290
Firestone Capital Management
Florida
$6.61M +$1.04M +9,241 +20%
BFIC
291
Bedell Frazier Investment Counselling
California
$6.59M -$435K -3,872 -7%
FFG
292
Fullen Financial Group
Ohio
$6.56M -$50.8K -452 -0.8%
Financial Engines Advisors
293
Financial Engines Advisors
California
$6.53M +$2.14M +19,065 +53%
MAM
294
McLean Asset Management
Virginia
$6.47M +$6.12M +54,426 New
SB
295
Simmons Bank
Arkansas
$6.39M -$141K -1,258 -2%
SFM
296
Signet Financial Management
New Jersey
$6.3M -$114K -1,014 -2%
NEWAS
297
N.E.W. Advisory Services
Wisconsin
$6.28M -$1.51M -13,392 -20%
MIAN
298
Mariner Independent Advisor Network
Kansas
$6.27M -$20.7K -184 -0.3%
OPCM
299
Osborne Partners Capital Management
California
$6.25M +$214K +1,900 +4%
RWG
300
Ratio Wealth Group
Colorado
$6.23M +$5.89M +52,408 New