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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
326
Clayton Financial Group
Missouri
$28.6M +$661K +3,164 +2%
GVAG
327
Great Valley Advisor Group
Delaware
$28.5M +$4.8K +23 +0%
FPAS
328
Focus Partners Advisor Solutions
Missouri
$28.5M +$8.09M +38,752 +42%
FHC
329
First Horizon Corporation
Tennessee
$28.4M +$468K +2,239 +2%
ERWM
330
E&R Wealth Management
South Carolina
$28.2M +$2.27M +10,894 +9%
WLIM
331
White Lighthouse Investment Management
Massachusetts
$28.1M -$472K -2,259 -2%
DWS
332
Discipline Wealth Solutions
South Carolina
$28M +$5.68M +27,190 +27%
AWA
333
Arkadios Wealth Advisors
Georgia
$27.9M +$44.1K +211 +0.2%
BAG
334
Bridgewealth Advisory Group
California
$27.9M +$2.55M +12,230 +11%
SCM
335
Steele Capital Management
Iowa
$27.8M +$1.62M +7,737 +6%
HI
336
Harbour Investments
Wisconsin
$27.8M +$1.34M +6,430 +5%
NYLIM
337
New York Life Investment Management
New York
$27.7M +$5.99M +28,708 +29%
SC
338
Sepio Capital
Utah
$27.4M -$11.4M -54,629 -30%
CPIG
339
Chicago Partners Investment Group
Illinois
$27.4M -$205K -983 -0.8%
ORL
340
Oak Root LLC
California
$27.3M +$2.46M +11,771 +10%
SFB
341
STAR Financial Bank
Indiana
$27.1M +$483K +2,312 +2%
WRPWM
342
Werba Rubin Papier Wealth Management
California
$26.7M +$1.84M +8,831 +8%
RPGK
343
Retirement Planning Group (Kansas)
Kansas
$26.6M +$273K +1,308 +1%
VWA
344
Visionary Wealth Advisors
Illinois
$26.6M +$3.05M +14,606 +14%
VVP
345
Venture Visionary Partners
Ohio
$26.6M +$1.48M +7,090 +6%
SCA
346
STALEY CAPITAL ADVISERS
Pennsylvania
$26.5M +$43.4K +208 +0.2%
CAC
347
Certified Advisory Corp
Florida
$26.4M +$254K +1,215 +1%
SFG
348
Sovereign Financial Group
Connecticut
$26.2M +$326K +1,563 +1%
CIAS
349
Capital Investment Advisory Services
North Carolina
$26.1M +$135K +646 +0.5%
CHIA
350
Copper Harbor Investment Advisors
Wisconsin
$26.1M +$25M +119,536 New