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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
76
Thrive Wealth Management
Pennsylvania
$189M +$1.55M +7,419 +0.9%
EH
77
Equitable Holdings
New York
$184M -$62.8M -300,541 -26%
7WCP
78
71 West Capital Partners
Massachusetts
$184M -$404K -1,935 -0.2%
SFA
79
Sequoia Financial Advisors
Ohio
$178M +$7.13M +34,148 +4%
UA
80
Unison Advisors
District of Columbia
$177M +$2.22M +10,644 +1%
Corient Private Wealth
81
Corient Private Wealth
Florida
$176M -$34.5M -165,090 -17%
SCB
82
Saudi Central Bank
Saudi Arabia
$165M
VCP
83
Vista Capital Partners
Oregon
$164M -$2.11M -10,082 -1%
WIC
84
Woodmont Investment Counsel
Tennessee
$164M +$2.94M +14,075 +2%
BlackRock
85
BlackRock
New York
$159M -$67.4M -323,000 -31%
PC
86
Permanens Capital
New York
$159M +$27M +129,286 +22%
SWA
87
Strategies Wealth Advisors
Michigan
$158M -$3.21M -15,382 -2%
FWM
88
Focused Wealth Management
New York
$157M +$4.79M +22,919 +3%
MCM
89
MAI Capital Management
Ohio
$157M +$88.4M +423,353 +143%
CA
90
Clearstead Advisors
Ohio
$157M -$6.78M -32,468 -4%
PAG
91
Private Advisor Group
New Jersey
$152M -$80.9M -387,334 -36%
PCIG
92
Partners Capital Investment Group
Massachusetts
$152M +$11.7M +56,242 +9%
BOPW
93
Brandywine Oak Private Wealth
Pennsylvania
$151M -$1.73M -8,269 -1%
SQA
94
Simon Quick Advisors
New Jersey
$151M +$6.13M +29,345 +4%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$150M +$104M +496,073 +259%
FFA
96
Farther Finance Advisors
California
$150M +$26.9M +128,659 +23%
PCIA
97
Prime Capital Investment Advisors
Kansas
$144M -$3.23M -15,469 -2%
US Bancorp
98
US Bancorp
Minnesota
$144M +$3.43M +16,403 +3%
RWB
99
RMR Wealth Builders
New Jersey
$143M +$17.3M +83,023 +14%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$143M +$65M +311,410 +90%