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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HT
101
Hefren-Tillotson
Pennsylvania
$19.1M -$2.13M -19,416 -8%
CCM
102
Carlson Capital Management
Minnesota
$19.1M -$3.79M -34,522 -15%
BEC
103
Blue Edge Capital
Virginia
$19.1M -$4.54M -41,416 -16%
BRWM
104
B. Riley Wealth Management
Tennessee
$19M +$3.66M +33,389 +18%
A
105
AdvicePeriod
California
$18.9M -$9.67M -88,138 -29%
VFA
106
Voya Financial Advisors
Connecticut
$18.8M +$640K +5,837 +3%
PFA
107
Pathway Financial Advisors
Vermont
$17.6M -$636K -5,799 -3%
MWM
108
Modera Wealth Management
New Jersey
$17.5M -$2.86M -26,037 -12%
TPW
109
TL Private Wealth
Texas
$17.5M +$2.88M +26,212 +17%
HWA
110
Heartwood Wealth Advisors
Virginia
$17.4M -$2.51M -22,881 -10%
TWP
111
Total Wealth Planning
Ohio
$17.2M +$3.65M +33,250 +21%
CC
112
Courier Capital
New York
$17.1M +$194K +1,767 +1%
HC
113
HNP Capital
New York
$17.1M +$20M +182,407 New
SI
114
Stephens Inc
Arkansas
$16.8M +$262K +2,391 +1%
RVPG
115
Relative Value Partners Group
$16.6M -$6.94M -63,246 -25%
SEIA
116
Signature Estate & Investment Advisors
California
$16.4M +$3.57M +32,519 +21%
W
117
WealthOne
New York
$16.4M -$97.9K -892 -0.5%
AAS
118
Avantax Advisory Services
Texas
$15.6M +$1.61M +14,679 +9%
BSW
119
Buckingham Strategic Wealth
Missouri
$15.3M +$1.11M +10,150 +6%
T
120
TrueFG
Texas
$14.8M +$1.97M +17,929 +12%
MGIA
121
Moneta Group Investment Advisors
Missouri
$14.8M +$3.37M +30,746 +23%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$14.7M -$3.89M -35,436 -18%
EWA
123
Exencial Wealth Advisors
Oklahoma
$14.6M +$6.25M +56,931 +53%
SP
124
Symmetry Partners
Connecticut
$14.6M +$2.1M +19,101 +13%
Mirae Asset Global Investments
125
Mirae Asset Global Investments
South Korea
$14.5M +$1.64M +14,950 +10%