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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
301
Cahill Financial Advisors
Minnesota
$21.9M -$424K -2,414 -2%
MHS
302
M Holdings Securities
Oregon
$21.8M +$22.6M +128,775 New
Ameritas Advisory Services
303
Ameritas Advisory Services
Nebraska
$21.7M +$7.7M +43,867 +52%
CPA
304
Compass Planning Associates
Massachusetts
$21.3M +$22.1M +125,830 New
Global Retirement Partners
305
Global Retirement Partners
California
$21.2M +$129K +735 +0.6%
EA
306
Evolution Advisers
Virginia
$21.2M +$348K +1,982 +2%
AWMNH
307
Arcadia Wealth Management (New Hampshire)
New Hampshire
$21.1M +$637K +3,628 +3%
FPB
308
First PREMIER Bank
South Dakota
$21M +$420K +2,396 +2%
Evergreen Capital Management
309
Evergreen Capital Management
Washington
$20.9M +$4.55M +25,921 +27%
CF
310
Copperwynd Financial
Arizona
$20.7M +$1.18M +6,724 +6%
2L
311
25 LLC
Missouri
$20.6M +$754K +4,297 +4%
GSWM
312
Greenup Street Wealth Management
Michigan
$20.6M +$4.73M +26,963 +28%
DSA
313
Droms Strauss Advisors
Missouri
$20.6M -$112K -640 -0.5%
MAG
314
Members Advisory Group
New York
$20.4M +$19.4M +110,348 +1,071%
LGA
315
Lebenthal Global Advisors
New York
$20.4M -$526 -3 -0%
Independent Advisor Alliance
316
Independent Advisor Alliance
North Carolina
$20.4M +$17.9M +101,991 +557%
Venture Visionary Partners
317
Venture Visionary Partners
Ohio
$20.3M -$175K -996 -0.8%
Spire Wealth Management
318
Spire Wealth Management
Virginia
$20.3M +$290K +1,651 +1%
BWM
319
Benchmark Wealth Management
Connecticut
$20.3M -$186K -1,062 -0.9%
Chicago Partners Investment Group
320
Chicago Partners Investment Group
Illinois
$20.2M -$279K -1,587 -1%
EF
321
Elite Financial
Idaho
$20.2M +$20.9M +119,308 New
SPA
322
Shore Point Advisors
New Jersey
$20.2M +$353K +2,009 +2%
HWAM
323
Hennion & Walsh Asset Management
New Jersey
$20.1M +$20.8M +118,596 New
First Horizon Advisors
324
First Horizon Advisors
Tennessee
$20M +$588K +3,352 +3%
HWA
325
Heartwood Wealth Advisors
Virginia
$19.9M -$96.5K -550 -0.5%