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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
301
Greenup Street Wealth Management
Michigan
$31.5M -$19.7M -94,181 -39%
PA
302
Parallel Advisors
California
$31.5M -$316K -1,514 -1%
WA
303
Wealth Architects
California
$31.4M -$439K -2,101 -1%
TW
304
Towerpoint Wealth
California
$31.4M -$1.91M -9,142 -6%
CC
305
Courier Capital
New York
$31M -$416K -1,992 -1%
MSWMA
306
Market Street Wealth Management Advisors
Indiana
$31M +$202K +965 +0.7%
GBWM
307
Granite Bay Wealth Management
New Hampshire
$30.9M +$29.1M +139,118 +5,351%
RA
308
Rise Advisors
New York
$30.8M -$2.41M -11,539 -8%
2L
309
25 LLC
Missouri
$30.8M +$527K +2,522 +2%
HWM
310
HB Wealth Management
Georgia
$30.7M +$14.7M +70,584 +100%
MWM
311
Meridian Wealth Management
Kentucky
$30.6M +$1.7M +8,133 +6%
IAS
312
IMA Advisory Services
Colorado
$30.5M +$29.2M +139,739 New
DWM
313
Dakota Wealth Management
Florida
$30.4M -$37.2K -178 -0.1%
VC
314
Veery Capital
Delaware
$30.3M +$338K +1,619 +1%
HP
315
Hilltop Partners
Indiana
$30M -$6.29M -30,130 -18%
TCM
316
TD Capital Management
Tennessee
$29.8M -$219K -1,050 -0.8%
RFG
317
REAP Financial Group
Texas
$29.7M +$995K +4,765 +4%
SPA
318
Shore Point Advisors
New Jersey
$29.7M +$4.04M +19,369 +8%
AWMNH
319
Arcadia Wealth Management (New Hampshire)
New Hampshire
$29.6M +$50.5K +242 +0.2%
WP
320
Wealthspan Partners
Iowa
$29.4M +$404K +1,933 +1%
FMP
321
Financial Management Professionals
Texas
$29.4M -$1.55M -7,443 -5%
PFS
322
Prospera Financial Services
Texas
$29.3M -$595K -2,850 -2%
FTS
323
Fifth Third Securities
Ohio
$29.2M -$4.38K -21 -0%
EA
324
Evolution Advisers
Virginia
$29M +$441K +2,110 +2%
PF
325
Parker Financial
Washington
$28.9M -$361K -1,727 -1%