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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
276
Warner Financial
Maryland
$18.9M +$798K +5,795 +4%
DSA
277
Droms Strauss Advisors
Missouri
$18.9M -$102K -738 -0.5%
OFP
278
OLIO Financial Planning
Virginia
$18.5M +$520K +3,773 +3%
CWA
279
CJM Wealth Advisers
Virginia
$18.3M +$3.62M +26,302 +25%
LSPW
280
Lake Street Private Wealth
Illinois
$18.3M +$1.32M +9,571 +8%
EverSource Wealth Advisors
281
EverSource Wealth Advisors
Alabama
$18.3M +$9.79M +71,062 +120%
SGWM
282
Sterling Group Wealth Management
California
$18.2M +$17.9M +129,694 New
NWM
283
NEIRG Wealth Management
Massachusetts
$18.2M -$1.03M -7,500 -5%
WP
284
WealthShield Partners
North Carolina
$18.2M +$1.7M +12,359 +11%
PF
285
Parker Financial
Washington
$18M +$17.6M +128,083 New
Bragg Financial Advisors
286
Bragg Financial Advisors
North Carolina
$17.9M +$289K +2,096 +2%
VC
287
Veery Capital
Delaware
$17.9M -$154K -1,116 -0.9%
Bank of Montreal
288
Bank of Montreal
Ontario, Canada
$17.9M +$671K +4,871 +4%
LWM
289
Ledge Wealth Management
Minnesota
$17.8M +$1.06M +7,673 +6%
BHWM
290
Bay Harbor Wealth Management
Maryland
$17.8M -$246K -1,786 -1%
Merit Financial Group
291
Merit Financial Group
Georgia
$17.7M +$6.98M +50,690 +67%
FCA
292
FLC Capital Advisors
California
$17.7M +$17.3M +125,939 New
Prudential Financial
293
Prudential Financial
New Jersey
$17.5M +$12M +87,158 +231%
TW
294
Towerpoint Wealth
California
$17.4M +$109K +793 +0.6%
SB
295
Strategic Blueprint
Georgia
$17.4M +$6.43M +46,703 +60%
Prospera Financial Services
296
Prospera Financial Services
Texas
$17.1M +$6.02M +43,722 +56%
Evergreen Capital Management
297
Evergreen Capital Management
Washington
$17M -$600K -4,359 -3%
EA
298
Evolution Advisers
Virginia
$17M +$398K +2,887 +2%
AFS
299
Annapolis Financial Services
Maryland
$17M -$355K -2,574 -2%
Spire Wealth Management
300
Spire Wealth Management
Virginia
$17M -$5.37K -39 -0%