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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DSA
326
Droms Strauss Advisors
Missouri
$22.5M -$94.6K -503 -0.4%
BWM
327
Boyd Wealth Management
California
$22.5M -$237K -1,262 -1%
ATC
328
Advantage Trust Company
Kansas
$22.4M +$3.05M +16,224 +16%
CWAG
329
Compton Wealth Advisory Group
Virginia
$22.4M -$106K -564 -0.5%
BRWA
330
B. Riley Wealth Advisors
Florida
$22.4M -$302K -1,608 -1%
ORL
331
Oak Root LLC
California
$22.3M -$607K -3,228 -3%
VVP
332
Venture Visionary Partners
Ohio
$22.2M -$215K -1,144 -1%
SC
333
Stephens Consulting
Michigan
$22.1M +$2.44K +13 +0%
LSIA
334
LaSalle St. Investment Advisors
Illinois
$22M +$4.3M +22,875 +25%
ERWM
335
E&R Wealth Management
South Carolina
$22M +$21.7M +115,235 New
BF
336
BOK Financial
Oklahoma
$21.9M -$1.3M -6,892 -6%
SWM
337
Spire Wealth Management
Virginia
$21.9M -$493K -2,620 -2%
RPGK
338
Retirement Planning Group (Kansas)
Kansas
$21.9M -$4.77M -25,379 -18%
FHC
339
First Horizon Corporation
Tennessee
$21.9M +$1.04M +5,532 +5%
FCM
340
Firestone Capital Management
Florida
$21.5M -$19.4K -103 -0.1%
HWA
341
Heartwood Wealth Advisors
Virginia
$21.4M -$74.3K -395 -0.4%
MWM
342
MTC Wealth Management
Florida
$21.4M -$324K -1,720 -2%
SFG
343
Sovereign Financial Group
Connecticut
$21.4M -$25.8K -137 -0.1%
SMA
344
Seven Mile Advisory
New Jersey
$21.2M +$626K +3,328 +3%
CPA
345
Compass Planning Associates
Massachusetts
$21.2M -$2.6M -13,799 -11%
NJIM
346
Nabity-Jensen Investment Management
Nebraska
$21.2M +$265K +1,411 +1%
SWM
347
Schwallier Wealth Management
Michigan
$21.1M -$1.11M -5,879 -5%
CIAS
348
Capital Investment Advisory Services
North Carolina
$21M +$711K +3,780 +4%
WRPWM
349
Werba Rubin Papier Wealth Management
California
$21M +$576K +3,062 +3%
MPCG
350
Matrix Private Capital Group
New York
$20.7M +$834K +4,432 +4%