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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
351
Legacy Capital Wealth Partners
Arkansas
$10M -$217K -1,540 -2%
GWM
352
Greenhouse Wealth Management
Connecticut
$9.96M +$571K +4,051 +6%
AIS
353
American Investment Services
Massachusetts
$9.89M +$1.08M +7,658 +11%
MA
354
Mangham Associates
Virginia
$9.87M +$10.6M +74,872 New
BWM
355
Boyd Wealth Management
California
$9.87M +$7.17M +50,842 +212%
SHWM
356
Smith & Howard Wealth Management
Georgia
$9.72M +$1.55M +11,022 +18%
Citadel Advisors
357
Citadel Advisors
Florida
$9.68M +$7.71M +54,666 +292%
AWM
358
Altus Wealth Management
Kentucky
$9.66M +$10.3M +73,257 New
BF
359
BOK Financial
Oklahoma
$9.62M +$837K +5,933 +9%
VWA
360
Visionary Wealth Advisors
Illinois
$9.61M -$492K -3,485 -5%
State Street
361
State Street
Massachusetts
$9.57M +$60K +425 +0.6%
RWI
362
Red Wave Investments
Pennsylvania
$9.51M -$52.5K -372 -0.5%
FFG
363
Fullen Financial Group
Ohio
$9.49M +$390K +2,766 +4%
CWM
364
Cornerstone Wealth Management
Missouri
$9.48M -$1.13K -8 -0%
FAP
365
Financial Advisory Partners
Florida
$9.47M +$541K +3,835 +6%
IC
366
Intersect Capital
California
$9.47M -$1.37M -9,681 -12%
MCM
367
Manchester Capital Management
Vermont
$9.45M +$4.65M +32,959 +85%
RSWM
368
Robertson Stephens Wealth Management
California
$9.45M +$5.92M +41,989 +142%
NRI
369
NFP Retirement Inc
California
$9.35M +$163K +1,156 +2%
KFGK
370
Keystone Financial Group (Kentucky)
Kentucky
$9.3M +$236K +1,674 +2%
BCP
371
Berkeley Capital Partners
Georgia
$9.26M +$1.4M +9,898 +16%
LIG
372
Lokken Investment Group
Delaware
$9.21M +$113K +798 +1%
MA
373
Mutual Advisors
Nebraska
$9.21M -$5.76M -40,831 -37%
AWM
374
Avior Wealth Management
Nebraska
$9.21M +$4.17M +29,567 +73%
JWCA
375
J.W. Cole Advisors
Florida
$9.07M -$4.89M -34,661 -34%