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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Cornerstone Wealth Management
Missouri
$7.52M +$77.6K +752 +1%
LNC
152
Lincoln National Corp
Pennsylvania
$7.35M +$3.7M +35,884 +108%
RWP
153
RWA Wealth Partners
Massachusetts
$7.29M -$81.6K -791 -1%
AI
154
Atria Investments
North Carolina
$7.22M -$1.41M -13,702 -17%
CIBC Private Wealth Group
155
CIBC Private Wealth Group
Georgia
$7.17M -$145K -1,402 -2%
FA
156
FDx Advisors
Illinois
$6.91M +$171K +1,659 +3%
AIS
157
American Investment Services
Massachusetts
$6.9M -$248K -2,404 -4%
APSP
158
Asset Planning Services (Pennsylvania)
Pennsylvania
$6.8M +$337K +3,271 +5%
CCM
159
Colorado Capital Management
Colorado
$6.69M +$523K +5,074 +9%
SC
160
Savant Capital
Illinois
$6.63M -$2.99M -28,948 -32%
Millennium Management
161
Millennium Management
New York
$6.59M +$5.4M +52,333 +541%
PCMC
162
Paragon Capital Management (Colorado)
Colorado
$6.5M -$1.08M -10,478 -15%
SBSB
163
Sullivan, Bruyette, Speros & Blaney
Virginia
$6.26M -$57.8K -560 -0.9%
RRC
164
Relaxing Retirement Coach
Massachusetts
$6.14M +$5.96M +57,797 New
OPCM
165
Osborne Partners Capital Management
California
$6.1M -$61.9K -600 -1%
FTS
166
Fifth Third Securities
Ohio
$5.81M +$290K +2,809 +5%
PMG
167
ProVise Management Group
Florida
$5.66M -$3.4K -33 -0.1%
CGL
168
Clarius Group LLC
Washington
$5.65M -$52.4K -508 -0.9%
SB
169
Simmons Bank
Arkansas
$5.63M +$50K +485 +0.9%
FLA
170
Financial Life Advisors
Texas
$5.56M +$5.39M +52,292 New
PP
171
PagnatoKarp Partners
Virginia
$5.54M -$573K -5,552 -10%
BCM
172
BTC Capital Management
Iowa
$5.49M -$110K -1,068 -2%
CG
173
Caprock Group
Idaho
$5.48M +$10.2K +99 +0.2%
PA
174
Probity Advisors
Texas
$5.47M -$1.23M -11,971 -19%
BRF
175
B. Riley Financial
California
$5.44M +$2.53M +24,513 +92%