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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FT
451
Fiduciary Trust
Massachusetts
$2.59M +$1.4M +12,435 +133%
BFWA
452
Benchmark Financial Wealth Advisors
Florida
$2.57M -$137K -1,220 -5%
DWT
453
Dorsey & Whitney Trust
South Dakota
$2.56M -$30.9K -275 -1%
SWA
454
SOA Wealth Advisors
New York
$2.55M +$2.31M +20,534 New
PFWA
455
Paces Ferry Wealth Advisors
Georgia
$2.54M
BJL
456
Brighton Jones LLC
Washington
$2.54M +$798K +7,094 +50%
APC
457
Asset Planning Corporation
Tennessee
$2.54M +$2.4M +21,337 New
HWMG
458
Hurlow Wealth Management Group
Indiana
$2.53M -$40.3K -358 -2%
MG
459
MilWealth Group
Wisconsin
$2.51M -$83.4K -742 -3%
SWM
460
Segment Wealth Management
Texas
$2.48M -$640K -5,690 -21%
RG
461
Retirement Group
California
$2.46M +$159K +1,411 +7%
PCA
462
Personal Capital Advisors
California
$2.45M +$364K +3,240 +19%
EAM
463
Evanson Asset Management
California
$2.45M +$172K +1,532 +8%
CAM
464
Cresset Asset Management
Illinois
$2.45M -$732K -6,509 -24%
PA
465
Paracle Advisors
Washington
$2.45M -$138K -1,229 -6%
HIM
466
Hanlon Investment Management
New Jersey
$2.43M +$115K +1,025 +5%
AF
467
Advisornet Financial
Minnesota
$2.4M -$261K -2,319 -10%
PJB
468
Paul John Balson
California
$2.4M +$595K +5,295 +36%
VAS
469
Vestmark Advisory Solutions
Massachusetts
$2.39M +$967K +8,599 +75%
GLA
470
Great Lakes Advisors
Illinois
$2.37M +$187K +1,665 +9%
EDRIA
471
Edmonds Duncan Registered Investment Advisors
Kansas
$2.36M +$2.13M +18,978 New
CTC
472
Central Trust Company
Missouri
$2.35M +$486K +4,324 +28%
TC
473
TAP Consulting
Missouri
$2.34M -$10.1K -90 -0.5%
IA
474
Insight Advisors
Pennsylvania
$2.34M +$2.21M +19,667 New
PFS
475
Prospera Financial Services
Texas
$2.32M +$2.19M +19,519 New