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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
126
Empirical Wealth Management
Washington
$14.2M +$12M +108,951 +214%
SIC
127
Starr International Company
Switzerland
$14.2M
BRWA
128
B. Riley Wealth Advisors
Florida
$14.2M +$1.61M +14,679 +10%
TCM
129
TD Capital Management
Tennessee
$14M -$1.73M -15,756 -9%
TPCW
130
TD Private Client Wealth
New York
$14M +$1.63M +14,825 +10%
NA
131
NewEdge Advisors
Louisiana
$13.7M -$125K -1,141 -0.7%
BCI
132
Brinker Capital Investments
Pennsylvania
$13.6M -$1.2M -10,893 -7%
SFS
133
Sowell Financial Services
Arkansas
$13.4M +$14.1M +128,641 +586%
FPIS
134
Financial Planning & Information Services
Wisconsin
$13.3M +$80.6K +735 +0.5%
CCM
135
Coldstream Capital Management
Washington
$13M -$5.03M -45,826 -24%
ECM
136
Evergreen Capital Management
Washington
$12.9M +$2.86M +26,036 +22%
BCIM
137
Bishop & Co Investment Management
Pennsylvania
$12.9M -$208K -1,893 -2%
EI
138
Ellevest Inc
New York
$12.6M +$3.27M +29,810 +27%
BWFA
139
Baltimore-Washington Financial Advisors
Maryland
$12.6M +$240K +2,184 +2%
CFSG
140
Community Financial Services Group
Vermont
$12.6M +$258K +2,349 +2%
WA
141
Waverly Advisors
Alabama
$12.4M +$1.39M +12,700 +10%
KCM
142
Kathmere Capital Management
Pennsylvania
$12.4M +$3.2M +29,176 +27%
CWM
143
Capital Wealth Management
Rhode Island
$12.4M -$130K -1,185 -0.8%
PPP
144
Private Portfolio Partners
New Jersey
$12.2M +$898K +8,186 +6%
Cetera Investment Advisers
145
Cetera Investment Advisers
Illinois
$12M +$3.21M +29,249 +23%
ACA
146
Affinity Capital Advisors
California
$11.7M +$4.66M +42,460 +55%
AAP
147
Arax Advisory Partners
Colorado
$11.7M +$307K +2,802 +2%
MMA
148
Miracle Mile Advisors
California
$11.6M +$8.08M +73,657 +130%
FC
149
Forte Capital
New York
$11.5M +$3.4M +31,014 +32%
MIAN
150
Mariner Independent Advisor Network
Kansas
$11.4M +$653K +5,948 +5%