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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
CSM Advisors
Pennsylvania
$80.4M
BWM
77
Brickley Wealth Management
California
$78.7M -$1.57M -11,122 -2%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$78.1M +$1.29M +9,140 +2%
BFPW
79
BOK Financial Private Wealth
Colorado
$77.2M +$5.87M +41,590 +8%
BOH
80
Bank of Hawaii
Hawaii
$75.9M +$2.56M +18,123 +3%
AWS
81
Atria Wealth Solutions
New York
$75.4M +$679K +4,811 +0.8%
NRA
82
NSI Retail Advisors
Pennsylvania
$75.4M
CAN
83
Cetera Advisor Networks
California
$75.4M +$9.09M +64,427 +13%
MD
84
Money Design
Japan
$74.9M +$193K +1,367 +0.2%
RVPG
85
Relative Value Partners Group
$74M +$5.46M +38,702 +8%
William Blair & Company
86
William Blair & Company
Illinois
$73.8M +$7.27M +51,538 +10%
CM
87
Cornerstone Management
Georgia
$73.4M +$3.93M +27,835 +5%
BL
88
Balentine LLC
Georgia
$73.1M +$77.1M +546,413 +7,175%
PP
89
PrairieView Partners
Minnesota
$72M -$303K -2,147 -0.4%
CFG
90
Citizens Financial Group
Rhode Island
$70.6M -$5.69M -40,332 -7%
BOPW
91
Brandywine Oak Private Wealth
Pennsylvania
$70.1M +$74.1M +525,248 +8,259%
CHP
92
Cable Hill Partners
Oregon
$70M +$74.8M +530,476 New
Canada Pension Plan Investment Board
93
Canada Pension Plan Investment Board
Ontario, Canada
$69.9M -$4.12M -29,200 -5%
EA
94
Efficient Advisors
Ohio
$69.8M +$1.99M +14,076 +3%
FWM
95
FFT Wealth Management
Pennsylvania
$67.5M +$453K +3,209 +0.6%
LP
96
LGL Partners
Pennsylvania
$65M +$2.77M +19,666 +4%
Creative Planning
97
Creative Planning
Kansas
$64.2M +$7.85M +55,625 +13%
Citigroup
98
Citigroup
New York
$62.8M -$13.2M -93,328 -16%
WIC
99
Woodmont Investment Counsel
Tennessee
$60.6M +$1.9M +13,502 +3%
ZCA
100
Zeke Capital Advisors
Pennsylvania
$60.4M +$478K +3,389 +0.7%