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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
301
J.W. Cole Advisors
Florida
$19M +$1.4M +8,732 +8%
HWA
302
Heartwood Wealth Advisors
Virginia
$18.9M +$55.1K +345 +0.3%
Principal Securities
303
Principal Securities
Iowa
$18.8M +$2.24K +14 +0%
Bank of Montreal
304
Bank of Montreal
Ontario, Canada
$18.8M -$418K -2,618 -2%
2L
305
25 LLC
Missouri
$18.7M -$152K -952 -0.8%
Spire Wealth Management
306
Spire Wealth Management
Virginia
$18.7M -$40.1K -251 -0.2%
FA
307
Fountainhead AM
New Jersey
$18.7M +$3.64M +22,781 +24%
SPA
308
Shore Point Advisors
New Jersey
$18.7M +$243K +1,523 +1%
ME
309
McIlrath & Eck
Washington
$18.5M +$4.5M +28,147 +32%
CF
310
Copperwynd Financial
Arizona
$18.5M +$2.14M +13,407 +14%
VC
311
Veery Capital
Delaware
$18.5M -$485K -3,032 -3%
VWM
312
Valley Wealth Managers
New Jersey
$18.4M -$4.29M -26,847 -19%
WAP
313
Wealthcare Advisory Partners
Pennsylvania
$18.4M -$18.2K -114 -0.1%
Miracle Mile Advisors
314
Miracle Mile Advisors
California
$18.3M -$836K -5,228 -4%
WIC
315
Whitegate Investment Counselors
New Hampshire
$18M -$222K -1,391 -1%
AWMNH
316
Arcadia Wealth Management (New Hampshire)
New Hampshire
$17.9M +$1.66M +10,377 +10%
WFA
317
Wellspring Financial Advisors
Ohio
$17.8M -$554K -3,469 -0.4%
Stratos Wealth Partners
318
Stratos Wealth Partners
Ohio
$17.8M -$500K -3,129 -3%
LIG
319
Lokken Investment Group
Delaware
$17.8M +$1.09M +6,826 +7%
NJIM
320
Nabity-Jensen Investment Management
Nebraska
$17.7M -$217K -1,359 -1%
Dynamic Advisor Solutions
321
Dynamic Advisor Solutions
Arizona
$17.7M +$1.62M +10,113 +10%
FCM
322
Firestone Capital Management
Florida
$17.7M +$891K +5,572 +5%
HWM
323
Hemington Wealth Management
Virginia
$17.5M -$492K -3,079 -3%
SHWM
324
Smith & Howard Wealth Management
Georgia
$17.4M +$223K +1,398 +1%
SCA
325
STALEY CAPITAL ADVISERS
Pennsylvania
$17.4M +$25.7K +161 +0.1%