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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFWA
351
Grey Fox Wealth Advisors
Delaware
$13.1M -$4.58M -31,957 -25%
ECM
352
Evergreen Capital Management
Washington
$13M +$287 +2 +0%
TC
353
TownSquare Capital
Utah
$12.9M +$1.48M +10,305 +12%
WLIM
354
White Lighthouse Investment Management
Massachusetts
$12.7M +$200K +1,398 +2%
VWA
355
Visionary Wealth Advisors
Illinois
$12.6M +$229K +1,596 +2%
CWA
356
CJM Wealth Advisers
Virginia
$12.4M -$1.41M -9,815 -10%
GSWM
357
Greenup Street Wealth Management
Michigan
$12.4M +$2.37M +16,539 +23%
GSIS
358
Global Strategic Investment Solutions
Arizona
$12.4M +$31.1K +217 +0.2%
PFA
359
Pure Financial Advisors
California
$12.3M +$222K +1,549 +2%
Vanguard Group
360
Vanguard Group
Pennsylvania
$12.2M +$5.87M +40,949 +86%
UB
361
UMB Bank
Missouri
$12.1M -$655K -4,575 -5%
PWM
362
PRW Wealth Management
Massachusetts
$12.1M +$13M +90,629 New
BHB
363
Bank Hapoalim BM
Israel
$12M +$12.5M +87,000 New
AWMNH
364
Arcadia Wealth Management (New Hampshire)
New Hampshire
$12M +$417K +2,913 +3%
Qube Research & Technologies (QRT)
365
Qube Research & Technologies (QRT)
United Kingdom
$11.9M +$12.3M +86,190 +32,648%
Cerity Partners
366
Cerity Partners
New York
$11.9M -$73.8M -515,238 -86%
PPC
367
Park Place Capital
Alabama
$11.9M +$287 +2 +0%
CTC
368
Central Trust Company
Missouri
$11.9M -$345K -2,406 -3%
SCM
369
SOL Capital Management
Maryland
$11.9M -$1.46M -10,163 -11%
CF
370
Copperwynd Financial
Arizona
$11.8M +$19.3K +135 +0.2%
PAS
371
Park Avenue Securities
New York
$11.7M +$2.43M +16,987 +25%
OC
372
Oarsman Capital
Wisconsin
$11.6M +$3.29M +22,945 +37%
KPWG
373
KFA Private Wealth Group
Virginia
$11.6M +$261K +1,821 +2%
RF
374
Robinswood Financial
Washington
$11.6M +$50.1K +350 +0.4%
SSW
375
Stone Summit Wealth
Florida
$11.5M +$1.25M +8,701 +12%