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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
76
Thrive Wealth Management
Pennsylvania
$169M +$5.95M +29,719 +4%
GAM
77
Gotham Asset Management
New York
$168M +$18.3M +91,454 +12%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$168M -$1.16M -5,774 -0.7%
EFG
79
Everhart Financial Group
Ohio
$167M +$7.92M +39,577 +5%
RWM
80
RMG Wealth Management
Wisconsin
$167M +$4.92M +24,588 +3%
7WCP
81
71 West Capital Partners
Massachusetts
$166M +$7.86M +39,240 +5%
UA
82
Unison Advisors
District of Columbia
$157M +$78.9M +394,145 +97%
SFA
83
Sequoia Financial Advisors
Ohio
$153M +$8.04M +40,143 +5%
VCP
84
Vista Capital Partners
Oregon
$150M -$2.15M -10,726 -1%
SCB
85
Saudi Central Bank
Saudi Arabia
$148M
CA
86
Clearstead Advisors
Ohio
$147M +$11.3M +56,492 +8%
SWA
87
Strategies Wealth Advisors
Michigan
$146M +$2.83M +14,152 +2%
WIC
88
Woodmont Investment Counsel
Tennessee
$145M -$2.01M -10,054 -1%
NL
89
NEPC LLC
Massachusetts
$138M
BOPW
90
Brandywine Oak Private Wealth
Pennsylvania
$137M -$694K -3,467 -0.5%
FWM
91
Focused Wealth Management
New York
$137M +$3.18M +15,901 +2%
PCIA
92
Prime Capital Investment Advisors
Kansas
$133M -$4.05M -20,221 -3%
SQA
93
Simon Quick Advisors
New Jersey
$130M +$6.76M +33,783 +5%
CSP
94
Cary Street Partners
Virginia
$129M +$2.37M +11,830 +2%
EH
95
Equitable Holdings
New York
$128M -$31.3M -156,188 -12%
MCIA
96
Mountain Capital Investment Advisors
Colorado
$127M -$12M -59,760 -9%
VA
97
VestGen Advisors
Illinois
$127M +$101M +502,048 +478%
US Bancorp
98
US Bancorp
Minnesota
$126M -$37.6M -187,815 -23%
BWM
99
Brickley Wealth Management
California
$126M +$531K +2,654 +0.4%
PCIG
100
Partners Capital Investment Group
Massachusetts
$126M +$6.23M +31,120 +5%