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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BDF
301
Black Diamond Financial
Maryland
$24.2M +$12M +66,185 +104%
Robertson Stephens Wealth Management
302
Robertson Stephens Wealth Management
California
$24.1M -$1M -5,550 -4%
EA
303
Evolution Advisers
Virginia
$23.9M +$342K +1,889 +1%
AA
304
Armis Advisers
Georgia
$23.9M +$3.33M +18,373 +17%
Global Retirement Partners
305
Global Retirement Partners
California
$23.5M -$114K -627 -0.5%
WLIM
306
White Lighthouse Investment Management
Massachusetts
$23.5M +$1.11M +6,110 +5%
Meridian Wealth Management
307
Meridian Wealth Management
Kentucky
$23.4M +$968K +5,348 +4%
CPA
308
Compass Planning Associates
Massachusetts
$23.3M -$1.58M -8,750 -7%
MA
309
Mutual Advisors
Nebraska
$23.3M -$359K -1,985 -2%
SPA
310
Shore Point Advisors
New Jersey
$23.1M +$456K +2,516 +2%
WAP
311
Wealthcare Advisory Partners
Pennsylvania
$22.9M +$196K +1,085 +0.9%
VWM
312
Valley Wealth Managers
New Jersey
$22.9M +$1.22M +6,731 +6%
AWMNH
313
Arcadia Wealth Management (New Hampshire)
New Hampshire
$22.8M -$1.78M -9,845 -7%
FFG
314
Fiduciary Financial Group
California
$22.8M +$746K +4,121 +3%
BOK Financial
315
BOK Financial
Oklahoma
$22.7M +$498K +2,748 +2%
Chicago Partners Investment Group
316
Chicago Partners Investment Group
Illinois
$22.7M +$12.1K +67 +0.1%
AFA
317
Antonelli Financial Advisors
Michigan
$22.6M +$479K +2,643 +2%
ORL
318
Oak Root LLC
California
$22.4M -$431K -2,378 -2%
BWM
319
Boyd Wealth Management
California
$22.2M +$911K +5,030 +4%
EWM
320
Elevatus Welath Management
New York
$22.2M +$20.6M +113,849 +2,269%
BRWA
321
B. Riley Wealth Advisors
Florida
$22.1M -$4.3M -23,771 -17%
SCA
322
STALEY CAPITAL ADVISERS
Pennsylvania
$22.1M +$81.5K +450 +0.4%
DSA
323
Droms Strauss Advisors
Missouri
$22.1M -$202K -1,116 -0.9%
CWAG
324
Compton Wealth Advisory Group
Virginia
$22M +$1.61M +8,890 +8%
Spire Wealth Management
325
Spire Wealth Management
Virginia
$21.9M -$367K -2,026 -2%