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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CDWM
351
Campbell Deegan Wealth Management
Virginia
$20.7M +$596K +3,171 +3%
AWS
352
Aspen Wealth Strategies
Colorado
$20.5M +$1.09M +5,809 +6%
EF
353
Elite Financial
Idaho
$20.4M +$129K +687 +0.6%
VWA
354
Visionary Wealth Advisors
Illinois
$20.3M +$1.4M +7,466 +8%
RWRC
355
R.W. Roge & Company
New York
$20.1M -$102K -544 -0.5%
VA
356
VestGen Advisors
Illinois
$20.1M -$36.7M -195,315 -65%
RA
357
RFG Advisory
Alabama
$20.1M +$238K +1,263 +1%
SFB
358
STAR Financial Bank
Indiana
$20M +$5.02M +26,705 +34%
MAG
359
Mayfair Advisory Group
Alabama
$19.9M +$4.78M +25,415 +33%
TC
360
Tenret Company
Florida
$19.9M -$64K -340 -0.3%
AWM
361
AE Wealth Management
Kansas
$19.8M +$1.08M +5,750 +6%
Janus Henderson Group
362
Janus Henderson Group
$19.8M -$251K -1,335 -1%
HTWM
363
Hartmann Taylor Wealth Management
Texas
$19.8M +$734K +3,900 +4%
SWA
364
Sightline Wealth Advisors
Connecticut
$19.7M -$248K -1,319 -1%
SCM
365
Steele Capital Management
Iowa
$19.7M +$1.79M +9,522 +10%
SF
366
SWP Financial
California
$19.6M +$3.9M +20,757 +25%
BIA
367
Bell Investment Advisors
California
$19.5M +$186K +987 +1%
PA
368
Prism Advisors
California
$19.4M -$2.16M -11,488 -10%
FPAS
369
Focus Partners Advisor Solutions
Missouri
$19.4M -$2.26M -12,022 -11%
BAG
370
Bridgewealth Advisory Group
California
$19.3M +$3.43M +18,227 +22%
DWM
371
DeLarme Wealth Management
California
$19.3M +$19M +100,969 New
TDWM
372
Topel & Distasi Wealth Management
California
$19.2M +$363K +1,931 +2%
AL
373
Aspiriant LLC
California
$19.2M -$334K -1,777 -2%
BWP
374
BlueStem Wealth Partners
Minnesota
$19.1M +$468K +2,490 +3%
APC
375
Aspire Private Capital
North Carolina
$19.1M -$1.06M -5,609 -5%