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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TDWM
326
Topel & Distasi Wealth Management
California
$17.3M +$66.8K +418 +0.4%
MFGP
327
Marshall Financial Group (Pennsylvania)
Pennsylvania
$17.3M -$24.6K -154 -0.1%
BHWM
328
Bay Harbor Wealth Management
Maryland
$17.1M -$769K -4,814 -4%
MCM
329
Manchester Capital Management
Vermont
$17M -$972K -6,081 -5%
TC
330
Tenret Company
Florida
$16.6M +$274K +1,715 +2%
APC
331
Aspire Private Capital
North Carolina
$16.6M +$98.5K +616 +0.6%
Congress Wealth Management
332
Congress Wealth Management
Massachusetts
$16.5M +$89.8K +562 +0.5%
HIM
333
Hanlon Investment Management
New Jersey
$16.4M -$165K -1,032 -1%
CTWM
334
Cherry Tree Wealth Management
Minnesota
$16.3M -$7.19K -45 -0%
BFS
335
Beacon Financial Strategies
North Carolina
$16.2M -$156K -973 -1%
SF
336
SWP Financial
California
$16.2M +$5.16M +32,293 +47%
H
337
HoyleCohen
California
$16.1M -$807K -5,050 -5%
VU
338
Valence8 US
Massachusetts
$16M -$3.89M -24,340 -20%
AFS
339
Annapolis Financial Services
Maryland
$16M -$660K -4,132 -4%
CWAG
340
Compton Wealth Advisory Group
Virginia
$15.8M +$449K +2,812 +3%
WLIM
341
White Lighthouse Investment Management
Massachusetts
$15.7M +$386K +2,418 +3%
BIA
342
Bell Investment Advisors
California
$15.7M -$478K -2,992 -3%
AE Wealth Management
343
AE Wealth Management
Kansas
$15.7M +$5.29M +33,095 +51%
Evergreen Capital Management
344
Evergreen Capital Management
Washington
$15.5M +$311K +1,943 +2%
EPM
345
Elm Partners Management
Pennsylvania
$15.4M +$1.64M +10,273 +12%
First Horizon Advisors
346
First Horizon Advisors
Tennessee
$15.4M +$4.65M +29,092 +44%
AWS
347
Aspen Wealth Strategies
Colorado
$15.3M -$202K -1,263 -1%
VNA
348
Valley National Advisers
Pennsylvania
$15.3M +$1.91M +11,935 +14%
LEA
349
Legacy Edge Advisors
New York
$15.2M -$340K -2,125 -2%
MPCG
350
Matrix Private Capital Group
New York
$15.2M +$1.11M +6,922 +8%