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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHWM
276
Smith & Howard Wealth Management
Georgia
$26.7M +$593K +3,277 +2%
SWP
277
Stratos Wealth Partners
Ohio
$26.6M +$3.32M +18,334 +15%
PS
278
Principal Securities
Iowa
$26.6M +$1.31M +7,215 +5%
CWM
279
Capital Wealth Management
Rhode Island
$26.4M +$301K +1,660 +1%
RWS
280
Rochester Wealth Strategies
Michigan
$26.4M +$1.02M +5,651 +4%
FMP
281
Financial Management Professionals
Texas
$26.3M +$522K +2,884 +2%
LGA
282
Lebenthal Global Advisors
New York
$26.2M +$454K +2,507 +2%
RPGK
283
Retirement Planning Group (Kansas)
Kansas
$26.1M +$475K +2,623 +2%
MSWMA
284
Market Street Wealth Management Advisors
Indiana
$26.1M +$81.5K +450 +0.3%
PAS
285
Park Avenue Securities
New York
$26M +$1.55M +8,534 +7%
TCM
286
TD Capital Management
Tennessee
$25.8M -$91.1K -503 -0.4%
FPB
287
First PREMIER Bank
South Dakota
$25.7M +$311K +1,716 +1%
PFS
288
Prospera Financial Services
Texas
$25.4M -$1.29M -7,152 -5%
AFG
289
Atomi Financial Group
New York
$25.2M +$761K +4,202 +3%
PF
290
Parker Financial
Washington
$25M +$65.7K +363 +0.3%
QIM
291
Quest Investment Management
Oregon
$24.8M -$354K -1,956 -1%
GVAG
292
Great Valley Advisor Group
Delaware
$24.8M -$1.82M -10,036 -7%
CAC
293
Certified Advisory Corp
Florida
$24.7M -$208K -1,149 -0.9%
VC
294
Veery Capital
Delaware
$24.7M +$930K +5,136 +4%
FTS
295
Fifth Third Securities
Ohio
$24.5M +$144K +796 +0.6%
WP
296
Wealthspan Partners
Iowa
$24.5M -$162K -896 -0.7%
SCM
297
SOL Capital Management
Maryland
$24.3M +$1.22M +6,734 +5%
2L
298
25 LLC
Missouri
$24.3M -$82.6K -456 -0.3%
BDF
299
Black Diamond Financial
Maryland
$24.2M +$12M +66,185 +104%
RSWM
300
Robertson Stephens Wealth Management
California
$24.1M -$1M -5,550 -4%