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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NewEdge Advisors
151
NewEdge Advisors
Louisiana
$20.1M +$370K +3,294 +2%
Simplicity Solutions
152
Simplicity Solutions
Minnesota
$20.1M +$1.04M +9,269 +6%
MAFM
153
Mid Atlantic Financial Management
Pennsylvania
$20M +$9.81M +87,233 +108%
FPIS
154
Financial Planning & Information Services
Wisconsin
$19.8M +$1.01M +8,970 +6%
BRWA
155
B. Riley Wealth Advisors
Florida
$19.7M -$3.43M -30,468 -16%
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$19.5M +$2.36M +21,007 +15%
Buckingham Strategic Wealth
157
Buckingham Strategic Wealth
Missouri
$19.2M +$307K +2,730 +2%
PPP
158
Private Portfolio Partners
New Jersey
$19M +$227K +2,021 +1%
NL
159
NWAM LLC
Washington
$18.6M +$202K +1,796 +1%
MFW
160
Mosaic Family Wealth
Missouri
$18.6M +$1.05M +9,329 +6%
SignatureFD
161
SignatureFD
Georgia
$18.4M -$315K -2,801 -2%
TCM
162
TD Capital Management
Tennessee
$18.1M -$173K -1,538 -1%
MSWMA
163
Market Street Wealth Management Advisors
Indiana
$18M +$480K +4,266 +3%
Capstone Investment Advisors
164
Capstone Investment Advisors
New York
$17.9M +$14M +124,674 +476%
TD Private Client Wealth
165
TD Private Client Wealth
New York
$17.7M -$468K -4,161 -3%
TWM
166
TMD Wealth Management
Arizona
$17.6M +$16.7M +148,299 New
FWP
167
Falcon Wealth Planning
California
$17.6M +$16.7M +148,220 New
NNP
168
Nachman Norwood & Parrott
South Carolina
$17.4M +$3.99M +35,489 +32%
Miracle Mile Advisors
169
Miracle Mile Advisors
California
$16.9M -$183K -1,626 -1%
Stratos Wealth Partners
170
Stratos Wealth Partners
Ohio
$16.8M +$803K +7,146 +5%
Evergreen Capital Management
171
Evergreen Capital Management
Washington
$16.6M -$205K -1,819 -1%
Arax Advisory Partners
172
Arax Advisory Partners
Colorado
$16.1M +$234K +2,077 +2%
BWFA
173
Baltimore-Washington Financial Advisors
Maryland
$16.1M +$413K +3,672 +3%
CWM
174
Capital Wealth Management
Rhode Island
$15.8M +$10.9K +97 +0.1%
Koshinski Asset Management
175
Koshinski Asset Management
Illinois
$15.6M +$1.41M +12,558 +11%