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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Parallel Advisors
California
$15.9M -$122K -876 -0.8%
BIA
302
Bell Investment Advisors
California
$15.8M -$733K -5,275 -5%
CTWM
303
Cherry Tree Wealth Management
Minnesota
$15.8M +$15.5M +111,434 New
HIM
304
Hanlon Investment Management
New Jersey
$15.6M +$92.4K +665 +0.6%
CFA
305
Cahill Financial Advisors
Minnesota
$15.6M +$918K +6,607 +6%
WIC
306
Whitegate Investment Counselors
New Hampshire
$15.5M -$41.3K -297 -0.3%
ACS
307
Archford Capital Strategies
Illinois
$15.4M +$229K +1,647 +2%
SCA
308
STALEY CAPITAL ADVISERS
Pennsylvania
$15.4M +$90.7K +653 +0.6%
WA
309
Waterford Advisors
New York
$15.4M +$746K +5,369 +5%
TDWM
310
Topel & Distasi Wealth Management
California
$15.3M +$112K +805 +0.8%
IWC
311
Integrated Wealth Concepts
Massachusetts
$15M +$6.08M +43,779 +71%
MCM
312
MAI Capital Management
Ohio
$15M -$296K -2,129 -2%
AL
313
Aspiriant LLC
California
$14.7M -$382K -2,750 -3%
FH
314
FWG Holdings
Florida
$14.6M +$369K +2,656 +3%
SPA
315
Shore Point Advisors
New Jersey
$14.6M +$517K +3,724 +4%
BFS
316
Beacon Financial Strategies
North Carolina
$14.5M +$224K +1,611 +2%
SCP
317
Stevens Capital Partners
Nebraska
$14.3M +$233K +1,679 +2%
CA
318
Cresta Advisors
Texas
$14.3M -$1.47M -10,566 -10%
Ensign Peak Advisors
319
Ensign Peak Advisors
Utah
$14.2M
CWA
320
CJM Wealth Advisers
Virginia
$14.2M -$4.89M -35,236 -26%
BBWP
321
Beacon Bridge Wealth Partners
Pennsylvania
$14.1M +$2.25M +16,226 +19%
WP
322
Wealthspan Partners
Iowa
$14.1M +$189K +1,364 +1%
ACM
323
Advisors Capital Management
New Jersey
$14.1M +$2.98M +21,458 +28%
CA
324
Cetera Advisors
Colorado
$14.1M +$1.74M +12,494 +14%
MFGP
325
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.1M +$199K +1,434 +1%