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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
101
FFT Wealth Management
Pennsylvania
$72.9M +$524K +3,802 +0.7%
TNBTD
102
Trustmark National Bank Trust Department
Mississippi
$72.2M +$10.4M +75,318 +17%
Creative Planning
103
Creative Planning
Kansas
$71.2M +$3.37M +24,435 +5%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$70.6M +$8.21M +59,568 +13%
BFPW
105
BOK Financial Private Wealth
Colorado
$70.2M -$16.2M -117,453 -19%
LP
106
LGL Partners
Pennsylvania
$70.2M +$506K +3,677 +0.7%
MIS
107
Morningstar Investment Services
Illinois
$70M -$891K -6,468 -1%
BRWA
108
B. Riley Wealth Advisors
Florida
$66.6M +$311K +2,255 +0.5%
FWM
109
Focused Wealth Management
New York
$66.5M +$926K +6,721 +1%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$66.1M +$14.3M +103,972 +28%
ZCA
111
Zeke Capital Advisors
Pennsylvania
$65.8M +$312K +2,265 +0.5%
IPW
112
Invictus Private Wealth
Colorado
$64.8M +$63.6M +461,521 New
FSWA
113
Financial Synergies Wealth Advisors
Texas
$63.8M +$958K +6,956 +2%
PW
114
Peninsula Wealth
California
$62.9M -$886K -6,435 -1%
Capstone Investment Advisors
115
Capstone Investment Advisors
New York
$61.2M +$16.7M +121,600 +39%
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$59M +$9.65M +70,076 +20%
SFA
117
Sequoia Financial Advisors
Ohio
$58.2M +$9.87M +71,645 +21%
OPS
118
Orion Portfolio Solutions
Nebraska
$57.9M +$1.25M +9,104 +2%
CW
119
CreativeOne Wealth
Kansas
$56.4M -$763K -5,540 -1%
EW
120
Evoke Wealth
California
$56.1M +$2.26M +16,394 +4%
NFG
121
Nadler Financial Group
Illinois
$56M +$5.58M +40,515 +11%
BWM
122
Baystate Wealth Management
Massachusetts
$55.9M +$1.14M +8,275 +2%
HCC
123
Hirtle Callaghan & Co
Pennsylvania
$55.7M +$537K +3,902 +1%
S
124
SignatureFD
Georgia
$55.2M +$10.2M +73,824 +23%
Wealth Enhancement Advisory Services
125
Wealth Enhancement Advisory Services
Minnesota
$54.9M -$1.48M -10,735 -3%