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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
76
Sequoia Financial Advisors
Ohio
$130M +$23M +131,205 +21%
TWM
77
Thrive Wealth Management
Pennsylvania
$130M +$3.02M +17,230 +2%
NL
78
NEPC LLC
Massachusetts
$129M +$19.9M +113,493 +18%
SGAM
79
Stephens Group Asset Management
Arkansas
$126M +$872K +4,966 +0.7%
CA
80
CSM Advisors
Pennsylvania
$123M +$62.2M +354,498 +95%
PCIA
81
Prime Capital Investment Advisors
Kansas
$123M -$2.08M -11,838 -2%
William Blair & Company
82
William Blair & Company
Illinois
$120M +$3.89M +22,171 +3%
PC
83
Permanens Capital
New York
$120M -$4.02M -22,881 -3%
SWA
84
Strategies Wealth Advisors
Michigan
$117M +$12.2M +69,627 +12%
WIC
85
Woodmont Investment Counsel
Tennessee
$117M +$2.66M +15,139 +2%
Creative Planning
86
Creative Planning
Kansas
$113M +$8.19M +46,656 +8%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$112M +$39.6M +225,725 +52%
CFG
88
Citizens Financial Group
Rhode Island
$112M -$3.9M -22,221 -3%
Focus Partners Wealth
89
Focus Partners Wealth
Massachusetts
$111M +$24.5M +139,682 +27%
SF
90
Safeguard Financial
Wisconsin
$111M +$6.69M +38,110 +6%
CA
91
Clearstead Advisors
Ohio
$111M +$2.63M +15,012 +2%
BOPW
92
Brandywine Oak Private Wealth
Pennsylvania
$110M +$1.5M +8,570 +1%
MCIA
93
Mountain Capital Investment Advisors
Colorado
$108M +$21.3M +121,388 +24%
CHP
94
Cable Hill Partners
Oregon
$108M +$1.61M +9,200 +1%
BWM
95
Brickley Wealth Management
California
$108M +$999K +5,691 +0.9%
Cerity Partners
96
Cerity Partners
New York
$105M +$6.55M +37,344 +6%
FWM
97
Focused Wealth Management
New York
$102M +$13.7M +78,327 +15%
Russell Investments Group
98
Russell Investments Group
United Kingdom
$100M +$19.7M +112,340 +23%
MWA
99
Midland Wealth Advisors
Illinois
$98M -$787K -4,486 -0.8%
BFPW
100
BOK Financial Private Wealth
Colorado
$97.1M +$3.76M +21,429 +4%