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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
126
Carlson Capital Management
Minnesota
$23.7M -$465K -4,139 -2%
HWA
127
Heartwood Wealth Advisors
Virginia
$23.6M +$219K +1,949 +1%
W
128
WealthOne
New York
$23.5M +$712K +6,335 +3%
EI
129
Ellevest Inc
New York
$23.3M +$1.71M +15,239 +8%
IDA
130
Intelligence Driven Advisers
California
$23.1M -$1.02M -9,097 -4%
CC
131
Courier Capital
New York
$22.9M +$827K +7,359 +4%
MGIA
132
Moneta Group Investment Advisors
Missouri
$22.9M +$91K +809 +0.4%
Natixis Advisors
133
Natixis Advisors
Massachusetts
$22.8M -$41.2M -366,829 -66%
Cerity Partners
134
Cerity Partners
New York
$22.5M +$12.4M +110,021 +139%
CIBC Private Wealth Group
135
CIBC Private Wealth Group
Georgia
$22.1M +$18.2M +162,153 +693%
AAS
136
Avantax Advisory Services
Texas
$22M -$27.9M -248,558 -57%
ACA
137
Affinity Capital Advisors
California
$21.8M +$3.46M +30,812 +20%
FAT
138
First American Trust
California
$21.6M -$2.71M -24,140 -12%
PRWA
139
Platte River Wealth Advisors
Colorado
$21.5M +$6.85M +60,954 +53%
T
140
TrueFG
Texas
$21.2M +$473K +4,205 +2%
HWM
141
Hemington Wealth Management
Virginia
$21M +$19.9M +176,637 New
WA
142
Wealth Architects
California
$20.8M +$992K +8,826 +5%
VWA
143
Visionary Wealth Advisors
Illinois
$20.8M +$1.88M +16,753 +11%
WA
144
Waverly Advisors
Alabama
$20.8M +$1.44M +12,786 +8%
FC
145
Forte Capital
New York
$20.6M +$4.9M +43,551 +34%
FA
146
FDx Advisors
Illinois
$20.4M +$2.88M +25,623 +18%
GT
147
Glenmede Trust
Pennsylvania
$20.4M -$1.97M -17,492 -9%
SP
148
Symmetry Partners
Connecticut
$20.3M +$526K +4,676 +3%
PI
149
PFS Investments
Georgia
$20.2M +$699K +6,215 +4%
NA
150
NewEdge Advisors
Louisiana
$20.1M +$370K +3,294 +2%