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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Modera Wealth Management
New Jersey
$26.7M -$866K -7,506 -3%
HWA
102
Heartwood Wealth Advisors
Virginia
$26.2M +$25.2M +218,464 New
PFA
103
Pathway Financial Advisors
Vermont
$25.4M -$1.92M -16,642 -7%
CAN
104
Cetera Advisor Networks
California
$24.3M +$732K +6,344 +3%
VFA
105
Voya Financial Advisors
Connecticut
$24M +$99.3K +860 +0.4%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$24M +$4.4M +38,098 +24%
CW
107
CreativeOne Wealth
Kansas
$23.7M +$2.06M +17,836 +10%
CCM
108
Coldstream Capital Management
Washington
$23M -$2.21M -19,186 -9%
SI
109
Stephens Inc
Arkansas
$22.3M -$143K -1,242 -0.7%
W
110
WealthOne
New York
$22.1M +$2.1M +18,159 +11%
CC
111
Courier Capital
New York
$21.7M -$326K -2,824 -2%
BRWM
112
B. Riley Wealth Management
Tennessee
$21.6M +$532K +4,611 +3%
TCM
113
TD Capital Management
Tennessee
$20.8M +$57.7K +500 +0.3%
AI
114
Atria Investments
North Carolina
$20.2M +$5.19M +44,954 +36%
CCM
115
Condor Capital Management
New Jersey
$20.1M +$435K +3,768 +2%
MCM
116
Manchester Capital Management
Vermont
$20.1M +$6.68M +57,853 +53%
BCI
117
Brinker Capital Investments
Pennsylvania
$19.7M -$283K -2,448 -1%
BSW
118
Buckingham Strategic Wealth
Missouri
$19.4M +$553K +4,788 +3%
AAS
119
Avantax Advisory Services
Texas
$19.3M +$6.14M +53,227 +49%
TWP
120
Total Wealth Planning
Ohio
$19.2M +$61.3K +531 +0.3%
SIC
121
Starr International Company
Switzerland
$19.1M
TPW
122
TL Private Wealth
Texas
$18.8M +$18M +155,748 New
NA
123
NewEdge Advisors
Louisiana
$18.6M -$250K -2,163 -1%
SEIA
124
Signature Estate & Investment Advisors
California
$18.2M +$207K +1,790 +1%
T
125
TrueFG
Texas
$17.8M +$17.2M +148,763 New