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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
126
Baltimore-Washington Financial Advisors
Maryland
$15.5M +$203K +1,931 +1%
CWM
127
Capital Wealth Management
Rhode Island
$15.4M +$85.8K +815 +0.6%
MPW
128
MA Private Wealth
California
$15.3M -$6.41M -60,880 -30%
MGIA
129
Moneta Group Investment Advisors
Missouri
$15M +$1.23M +11,702 +9%
QA
130
Quantitative Advantage
Minnesota
$14.8M +$23.6K +224 +0.2%
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$14.6M -$970K -9,209 -6%
BCA
132
Berman Capital Advisors
Georgia
$14.5M -$1.89M -17,981 -12%
PWAC
133
Private Wealth Advisors (California)
California
$13.8M +$284K +2,700 +2%
ECM
134
Evergreen Capital Management
Washington
$13.6M -$216K -2,050 -2%
CFSG
135
Community Financial Services Group
Vermont
$13.5M +$10.1M +95,913 +324%
BC
136
Brio Consultants
California
$13.4M -$1.38M -13,116 -10%
SFA
137
Stewardship Financial Advisors
Georgia
$13.4M -$861K -8,177 -6%
BRWA
138
B. Riley Wealth Advisors
Florida
$13.3M -$83K -788 -0.6%
MFW
139
Mosaic Family Wealth
Missouri
$13.2M -$6.98M -66,333 -35%
NL
140
NWAM LLC
Washington
$13.2M +$1.29M +12,210 +11%
MIAN
141
Mariner Independent Advisor Network
Kansas
$13.1M +$5.68K +54 +0%
RVPG
142
Relative Value Partners Group
$12.2M +$5.91M +56,108 +99%
CWM
143
Cranbrook Wealth Management
Michigan
$12.2M -$30.6K -291 -0.3%
PPP
144
Private Portfolio Partners
New Jersey
$11.7M +$49.9K +474 +0.4%
EWA
145
Evolution Wealth Advisors
Florida
$11.7M +$3.2M +30,403 +39%
F
146
F3Logic
Minnesota
$11.6M +$2.46M +23,370 +28%
BCIM
147
Bishop & Co Investment Management
Pennsylvania
$11.6M +$264K +2,511 +2%
WA
148
Waverly Advisors
Alabama
$11.5M +$411K +3,905 +4%
NAS
149
Nicolet Advisory Services
Wisconsin
$11.4M +$11.2M +106,156 New
TW
150
Towerpoint Wealth
California
$11.4M +$618K +5,872 +6%