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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
126
Baltimore-Washington Financial Advisors
Maryland
$13.9M +$261K +2,483 +2%
CW
127
CreativeOne Wealth
Kansas
$13.6M +$835K +7,939 +6%
BC
128
Brio Consultants
California
$13.5M +$14.5M +137,605 New
QA
129
Quantitative Advantage
Minnesota
$13.5M +$14.5M +137,524 New
SEIA
130
Signature Estate & Investment Advisors
California
$13.4M +$255K +2,423 +2%
CFGS
131
Concourse Financial Group Securities
Alabama
$13.3M +$10.7M +101,850 +298%
SI
132
Stephens Inc
Arkansas
$13.2M +$6.21M +58,995 +78%
SP
133
Symmetry Partners
Connecticut
$13M +$584K +5,554 +4%
W
134
WealthOne
New York
$13M +$13.9M +132,395 New
SFA
135
Stewardship Financial Advisors
Georgia
$13M -$1.26M -11,982 -8%
ECM
136
Evergreen Capital Management
Washington
$12.5M +$1.27M +12,098 +10%
MGIA
137
Moneta Group Investment Advisors
Missouri
$12.5M -$145K -1,377 -1%
PWAC
138
Private Wealth Advisors (California)
California
$12.3M +$13.2M +125,253 New
MIAN
139
Mariner Independent Advisor Network
Kansas
$12.2M +$12.7M +120,699 New
BRWA
140
B. Riley Wealth Advisors
Florida
$12.2M +$4.21K +40 +0%
AAP
141
Arax Advisory Partners
Colorado
$11.7M -$3.67M -34,858 -23%
CWM
142
Cranbrook Wealth Management
Michigan
$11.1M -$138K -1,315 -1%
NL
143
NWAM LLC
Washington
$10.8M +$29.4K +280 +0.3%
IA
144
IFP Advisors
Florida
$10.8M -$1.23M -11,739 -10%
PPP
145
Private Portfolio Partners
New Jersey
$10.6M +$11.4M +108,215 New
PFA
146
Pure Financial Advisors
California
$10.5M +$2.41M +22,876 +27%
BCIM
147
Bishop & Co Investment Management
Pennsylvania
$10.3M -$16.1K -153 -0.1%
CB
148
Chemical Bank
Michigan
$10.1M +$104K +992 +1%
WA
149
Waverly Advisors
Alabama
$10.1M +$776K +7,380 +8%
AIS
150
American Investment Services
Massachusetts
$9.95M +$1.52M +14,488 +17%