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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
326
STALEY CAPITAL ADVISERS
Pennsylvania
$19.7M +$111K +632 +0.5%
CWM
327
Congress Wealth Management
Massachusetts
$19.3M +$167K +950 +0.8%
VWM
328
Valley Wealth Managers
New Jersey
$19.2M +$975K +5,557 +5%
4WM
329
49 Wealth Management
Texas
$19.1M -$7.96M -45,355 -29%
MWM
330
Meridian Wealth Management
Kentucky
$19.1M +$761K +4,335 +4%
Bank of Montreal
331
Bank of Montreal
Ontario, Canada
$18.9M +$148K +844 +0.8%
TC
332
Tenret Company
Florida
$18.9M +$714K +4,066 +4%
SHWM
333
Smith & Howard Wealth Management
Georgia
$18.9M +$216K +1,232 +1%
GFG
334
Goldstone Financial Group
Illinois
$18.8M +$1.76M +10,015 +10%
FFG
335
Frisch Financial Group
New York
$18.8M -$3.66M -20,840 -16%
NJIM
336
Nabity-Jensen Investment Management
Nebraska
$18.7M -$29.1K -166 -0.1%
SWP
337
Stratos Wealth Partners
Ohio
$18.6M +$1.23M +7,008 +7%
MA
338
Mutual Advisors
Nebraska
$18.5M -$1.42M -8,095 -7%
MMPW
339
Mitchell McLeod Pugh & Williams
Alabama
$18.5M +$1.46M +8,297 +8%
FCM
340
Firestone Capital Management
Florida
$18.5M +$223K +1,272 +1%
TDWM
341
Topel & Distasi Wealth Management
California
$18.4M +$168K +958 +0.9%
WFA
342
Wellspring Financial Advisors
Ohio
$18.4M -$275K -1,568 -0.2%
MFGP
343
Marshall Financial Group (Pennsylvania)
Pennsylvania
$17.8M -$436K -2,485 -2%
RWRC
344
R.W. Roge & Company
New York
$17.8M +$1.33M +7,605 +8%
WLIM
345
White Lighthouse Investment Management
Massachusetts
$17.7M +$607K +3,459 +3%
RA
346
RFG Advisory
Alabama
$17.6M -$417K -2,377 -2%
BFS
347
Beacon Financial Strategies
North Carolina
$17.5M +$762K +4,343 +4%
BWM
348
Boyd Wealth Management
California
$17.5M +$3.12M +17,754 +21%
BF
349
BOK Financial
Oklahoma
$17.5M +$4.03M +22,967 +28%
HWM
350
Hemington Wealth Management
Virginia
$17.1M -$759K -4,323 -4%