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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Prospera Financial Services
276
Prospera Financial Services
Texas
$25.3M -$1.27M -7,543 -5%
CC
277
Courier Capital
New York
$25.3M +$363K +2,147 +2%
Great Valley Advisor Group
278
Great Valley Advisor Group
Delaware
$25.2M -$1.24M -7,343 -5%
BRWA
279
B. Riley Wealth Advisors
Florida
$25.2M -$10.5M -62,020 -30%
CWM
280
Capital Wealth Management
Rhode Island
$24.7M +$410K +2,427 +2%
SHWM
281
Smith & Howard Wealth Management
Georgia
$24.7M +$1.85M +10,959 +8%
MSWMA
282
Market Street Wealth Management Advisors
Indiana
$24.7M +$133K +787 +0.6%
AWM
283
AAF Wealth Management
Massachusetts
$24.6M +$796K +4,715 +4%
TCM
284
TD Capital Management
Tennessee
$24.5M -$53.7K -318 -0.2%
LGA
285
Lebenthal Global Advisors
New York
$24.4M +$2.35M +13,908 +11%
MMPW
286
Mitchell McLeod Pugh & Williams
Alabama
$24.4M +$2.31M +13,660 +11%
FMP
287
Financial Management Professionals
Texas
$24.4M +$172K +1,017 +0.7%
RPGK
288
Retirement Planning Group (Kansas)
Kansas
$24.3M -$7.77K -46 -0%
FPB
289
First PREMIER Bank
South Dakota
$24.1M +$410K +2,425 +2%
RWS
290
Rochester Wealth Strategies
Michigan
$24M +$2.18M +12,887 +10%
CF
291
Copperwynd Financial
Arizona
$23.9M +$1.19M +7,030 +5%
Principal Securities
292
Principal Securities
Iowa
$23.9M -$1.49M -8,804 -6%
QIM
293
Quest Investment Management
Oregon
$23.9M +$240K +1,420 +1%
Robertson Stephens Wealth Management
294
Robertson Stephens Wealth Management
California
$23.8M +$180K +1,067 +0.8%
Parallel Advisors
295
Parallel Advisors
California
$23.8M +$121K +716 +0.5%
CAC
296
Certified Advisory Corp
Florida
$23.6M +$356K +2,108 +2%
CPA
297
Compass Planning Associates
Massachusetts
$23.6M +$119K +703 +0.5%
PF
298
Parker Financial
Washington
$23.6M +$446K +2,643 +2%
FFG
299
Frisch Financial Group
New York
$23.5M +$3.09M +18,289 +16%
WP
300
Wealthspan Partners
Iowa
$23.3M -$122K -722 -0.5%