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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
351
Beacon Financial Strategies
North Carolina
$17.7M -$163K -935 -0.9%
FPAS
352
Focus Partners Advisor Solutions
Missouri
$17.4M +$3.03M +17,397 +21%
MPCG
353
Matrix Private Capital Group
New York
$17.3M +$457K +2,620 +3%
SWM
354
Schwallier Wealth Management
Michigan
$17.3M +$3.96M +22,730 +29%
APC
355
Aspire Private Capital
North Carolina
$17.3M +$57.2K +328 +0.3%
EF
356
Elite Financial
Idaho
$17.3M -$3.37M -19,323 -16%
CIAS
357
Capital Investment Advisory Services
North Carolina
$17.2M +$1.1M +6,292 +7%
AWS
358
Aspen Wealth Strategies
Colorado
$17.1M +$1.19M +6,830 +7%
CTWM
359
Cherry Tree Wealth Management
Minnesota
$17M +$119K +685 +0.7%
SWA
360
Sightline Wealth Advisors
Connecticut
$17M +$1.43M +8,194 +9%
CDWM
361
Campbell Deegan Wealth Management
Virginia
$17M +$766K +4,391 +5%
NB
362
NBT Bank
New York
$16.8M +$766K +4,394 +5%
MMA
363
Miracle Mile Advisors
California
$16.8M -$356K -2,039 -2%
BIA
364
Bell Investment Advisors
California
$16.7M -$114K -652 -0.7%
VNA
365
Valley National Advisers
Pennsylvania
$16.6M +$3.44M +19,731 +26%
HWM
366
Hemington Wealth Management
Virginia
$16.6M -$908K -5,204 -5%
ABC
367
Associated Banc-Corp
Wisconsin
$16.6M +$203K +1,165 +1%
BWM
368
Benchmark Wealth Management
Connecticut
$16.5M -$4.19M -24,012 -20%
BF
369
BOK Financial
Oklahoma
$16.5M -$1.5M -8,608 -8%
EPM
370
Elm Partners Management
Pennsylvania
$16.5M +$749K +4,297 +5%
LEA
371
Legacy Edge Advisors
New York
$16.4M +$112K +642 +0.7%
GAM
372
Gotham Asset Management
New York
$16.4M +$6.58M +37,759 +66%
JWCA
373
J.W. Cole Advisors
Florida
$16.3M -$7.56M -43,325 -31%
CA
374
Cresta Advisors
Texas
$16.1M +$502K +2,880 +3%
IC
375
IEQ Capital
California
$16.1M +$9.01M +51,683 +125%