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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
126
Brookstone Capital Management
Illinois
$55.7M +$4.63M +33,319 +9%
SWA
127
Strategies Wealth Advisors
Michigan
$55.6M +$2.81M +20,254 +5%
FHB
128
First Hawaiian Bank
Hawaii
$54.8M +$283K +2,038 +0.5%
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$54.7M +$10.3M +74,088 +24%
PPW
130
Pasadena Private Wealth
California
$54.2M -$198K -1,426 -0.4%
National Bank of Canada
131
National Bank of Canada
Quebec, Canada
$53.7M +$13.2M +95,200 +34%
PWP
132
Perfromance Wealth Partners
Illinois
$53.3M -$1.74M -12,553 -3%
IPW
133
Impact Partnership Wealth
Georgia
$53.3M +$52.1M +374,794 New
UA
134
Unison Advisors
District of Columbia
$53.1M +$121K +872 +0.2%
SQA
135
Simon Quick Advisors
New Jersey
$53M +$6.63M +47,714 +15%
S
136
SignatureFD
Georgia
$52.9M -$2.16M -15,526 -4%
DBT
137
Dubuque Bank & Trust
Iowa
$52.8M -$1.68M -12,114 -3%
AAS
138
Avantax Advisory Services
Texas
$51.8M +$2.18M +15,698 +5%
RA
139
Rodgers & Associates
Pennsylvania
$50M +$935K +6,729 +2%
SIA
140
Strategic Investment Advisors
Michigan
$49.8M +$26.9M +193,744 +123%
FMWA
141
Forvis Mazars Wealth Advisors
Missouri
$49.8M +$6.84M +49,214 +16%
SF
142
Safeguard Financial
Wisconsin
$49.2M +$6.57M +47,310 +16%
SP
143
Symmetry Partners
Connecticut
$49M +$1.24M +8,936 +3%
SFG
144
Sage Financial Group
Pennsylvania
$48.4M -$609K -4,382 -1%
CCM
145
Condor Capital Management
New Jersey
$47.9M +$201K +1,448 +0.4%
WA
146
Waverly Advisors
Alabama
$47.3M -$2.09M -15,056 -4%
EWM
147
Empirical Wealth Management
Washington
$47.3M -$4.14M -29,800 -8%
IG
148
ING Group
Netherlands
$46.8M +$32.3M +232,848 +241%
EI
149
Ellevest Inc
New York
$46.3M +$1.35M +9,732 +3%
W
150
WealthOne
New York
$46.2M -$749K -5,395 -2%