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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Spire Wealth Management
326
Spire Wealth Management
Virginia
$21.1M -$302K -1,790 -1%
FFG
327
Fiduciary Financial Group
California
$21.1M +$16.4M +96,814 +457%
Russell Investments Group
328
Russell Investments Group
United Kingdom
$21M -$79.8M -472,314 -80%
BOK Financial
329
BOK Financial
Oklahoma
$21M +$3.98M +23,550 +25%
Venture Visionary Partners
330
Venture Visionary Partners
Ohio
$21M -$61.7K -365 -0.3%
AFA
331
Antonelli Financial Advisors
Michigan
$20.9M +$2.61M +15,439 +15%
SWM
332
Schwallier Wealth Management
Michigan
$20.9M +$3.03M +17,966 +18%
SCA
333
STALEY CAPITAL ADVISERS
Pennsylvania
$20.8M +$130K +767 +0.7%
IFP Advisors
334
IFP Advisors
Florida
$20.6M +$9.84M +58,278 +100%
VWM
335
Valley Wealth Managers
New Jersey
$20.5M -$450K -2,664 -2%
MWM
336
MTC Wealth Management
Florida
$20.3M -$386K -2,286 -2%
MAG
337
Members Advisory Group
New York
$20.2M -$129K -763 -0.7%
BWM
338
Boyd Wealth Management
California
$20.2M +$4.94M +29,218 +34%
HWA
339
Heartwood Wealth Advisors
Virginia
$19.8M -$211K -1,249 -1%
RFG Advisory
340
RFG Advisory
Alabama
$19.8M +$1.57M +9,292 +9%
FCM
341
Firestone Capital Management
Florida
$19.6M -$159K -939 -0.8%
PA
342
Prism Advisors
California
$19.5M -$2.85M -16,889 -13%
Graham Capital Management
343
Graham Capital Management
Connecticut
$19.4M +$18.6M +110,000 New
AA
344
Armis Advisers
Georgia
$19.4M +$3.63M +21,503 +24%
SFG
345
Sovereign Financial Group
Connecticut
$19.4M +$425K +2,517 +2%
CWAG
346
Compton Wealth Advisory Group
Virginia
$19.3M +$418K +2,472 +2%
NJIM
347
Nabity-Jensen Investment Management
Nebraska
$19.2M -$244K -1,444 -1%
LIG
348
Lokken Investment Group
Delaware
$19.2M +$69.6K +412 +0.4%
CX Institutional
349
CX Institutional
Indiana
$19.1M +$4M +23,706 +28%
LEA
350
Legacy Edge Advisors
New York
$18.7M +$1.77M +10,497 +11%