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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
126
Rodgers & Associates
Pennsylvania
$70.7M -$1.13M -6,726 -2%
AI
127
Accredited Investors
Minnesota
$69.8M +$1.95M +11,638 +3%
FHB
128
First Hawaiian Bank
Hawaii
$69.4M +$411K +2,455 +0.6%
SF
129
Summit Financial
New Jersey
$68.3M +$274K +1,636 +0.4%
PPW
130
Pasadena Private Wealth
California
$67.7M -$3.03M -18,093 -4%
HB
131
HTLF Bank
Colorado
$66.8M -$1.59M -9,490 -2%
EW
132
Evoke Wealth
California
$66.7M +$64M +382,104 New
TC
133
Trust Company
Kansas
$65.7M -$2.4M -14,363 -4%
UA
134
Unison Advisors
District of Columbia
$65.5M +$113K +676 +0.2%
AIA
135
Angeles Investment Advisors
California
$65.1M +$27M +161,205 +76%
CA
136
CSM Advisors
Pennsylvania
$65M
MIS
137
Morningstar Investment Services
Illinois
$64.2M -$7.37M -44,035 -11%
EWA
138
Exencial Wealth Advisors
Oklahoma
$63.9M -$1.76M -10,521 -3%
SB
139
Strategic Blueprint
Georgia
$63.6M +$588K +3,514 +1%
SEIA
140
Signature Estate & Investment Advisors
California
$63.5M +$6.85M +40,935 +13%
EI
141
Ellevest Inc
New York
$63.2M +$1.08M +6,447 +2%
Natixis Advisors
142
Natixis Advisors
Massachusetts
$63M -$2.02M -12,045 -3%
SPIA
143
Steward Partners Investment Advisory
New York
$62.6M +$4.7M +28,067 +8%
NRA
144
NSI Retail Advisors
Pennsylvania
$61.9M
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$61.5M -$2.01M -12,009 -3%
SI
146
Stephens Inc
Arkansas
$61.4M +$6.14M +36,649 +12%
SFG
147
Sage Financial Group
Pennsylvania
$61.1M +$509K +3,042 +0.9%
TODC
148
Trustees of Dartmouth College
New Hampshire
$60.9M
S
149
SignatureFD
Georgia
$60.9M -$1.36M -8,095 -2%
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$60M -$380K -2,272 -0.7%