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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$84.9M +$1.56M +13,847 +2%
MWM
52
Modera Wealth Management
New Jersey
$77.7M +$54.9M +487,876 +295%
SGAM
53
Stephens Group Asset Management
Arkansas
$74.8M +$760K +6,763 +1%
JP Morgan Chase
54
JP Morgan Chase
New York
$72M +$6.17M +54,866 +10%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$69M +$11.6M +103,333 +22%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$66.4M +$770K +6,850 +1%
WSTAM
57
Wilbanks Smith & Thomas Asset Management
Virginia
$62.7M +$13M +115,230 +28%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$59.7M -$239K -2,128 -0.4%
MD
59
Money Design
Japan
$59.4M +$1.16M +10,283 +2%
PP
60
PrairieView Partners
Minnesota
$59.3M +$1.28M +11,412 +2%
BOH
61
Bank of Hawaii
Hawaii
$57.8M -$6.15M -54,657 -10%
CM
62
Cornerstone Management
Georgia
$55.1M +$4.76M +42,294 +10%
BWM
63
Brickley Wealth Management
California
$52.1M +$721K +6,413 +1%
RVPG
64
Relative Value Partners Group
$51.2M +$8.95M +79,587 +23%
OPS
65
Orion Portfolio Solutions
Nebraska
$51M +$57.1K +508 +0.1%
PW
66
Peninsula Wealth
California
$50.7M +$335K +2,979 +0.7%
BlackRock
67
BlackRock
New York
$49.9M -$242M -2,149,730 -84%
BWM
68
Baystate Wealth Management
Massachusetts
$49.9M -$3.57M -31,752 -7%
ZCA
69
Zeke Capital Advisors
Pennsylvania
$48.5M -$2.78M -24,695 -6%
KAS
70
Kestra Advisory Services
Texas
$47.9M +$11.9M +105,949 +35%
Bank of Nova Scotia
71
Bank of Nova Scotia
Ontario, Canada
$47.6M
CHP
72
Cable Hill Partners
Oregon
$47.3M +$1.79M +15,928 +4%
FSWA
73
Financial Synergies Wealth Advisors
Texas
$46.9M +$26.5M +235,671 +149%
BFPW
74
BOK Financial Private Wealth
Colorado
$46.8M +$14.6M +130,280 +50%
FWM
75
Focused Wealth Management
New York
$45.5M +$1.31M +11,649 +3%