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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
151
Avantax Advisory Services
Texas
$38.1M +$1.68M +12,400 +4%
SQA
152
Simon Quick Advisors
New Jersey
$37.3M +$5.82M +43,062 +17%
PRWA
153
Platte River Wealth Advisors
Colorado
$37.1M -$262K -1,941 -0.6%
NW
154
NewEdge Wealth
Pennsylvania
$37.1M +$62.3K +461 +0.2%
SPIA
155
Steward Partners Investment Advisory
New York
$36.7M +$7.49M +55,418 +23%
W
156
WealthOne
New York
$36.6M +$2.24M +16,565 +6%
PFA
157
Pathway Financial Advisors
Vermont
$35.9M +$214K +1,583 +0.5%
WA
158
Waverly Advisors
Alabama
$35.9M +$6.36M +47,083 +19%
RZH
159
Relyea Zuckerberg Hanson
Connecticut
$35.7M -$4.97M -36,781 -11%
HWAM
160
Hennion & Walsh Asset Management
New Jersey
$35.7M -$138K -1,021 -0.4%
Rockefeller Capital Management
161
Rockefeller Capital Management
New York
$35.4M -$1.95M -14,394 -5%
SP
162
Symmetry Partners
Connecticut
$35.4M +$1.07M +7,890 +3%
AAS
163
Ameritas Advisory Services
Nebraska
$35.3M +$32.2K +238 +0.1%
JHCM
164
Juniper Hill Capital Management
California
$34.5M
ACA
165
Affinity Capital Advisors
California
$34.4M +$524K +3,878 +1%
SF
166
Summit Financial
New Jersey
$34.4M +$1.26M +9,351 +3%
IAIM
167
Industrial Alliance Investment Management
Quebec, Canada
$34.1M
TWP
168
Total Wealth Planning
Ohio
$34M +$2.05M +15,177 +6%
SC
169
Sepio Capital
Utah
$33.5M -$2.95M -21,852 -7%
FDCDDQ
170
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33M +$463K +3,427 +1%
OFG
171
Oxford Financial Group
Indiana
$32.9M -$1.49M -10,999 -4%
RWB
172
RMR Wealth Builders
New Jersey
$32.8M +$1.53M +11,356 +4%
EWA
173
Exencial Wealth Advisors
Oklahoma
$32.6M +$988K +7,310 +3%
AA
174
ALPS Advisors
Colorado
$32.6M -$422K -3,120 -1%
CSPAM
175
Cary Street Partners Asset Management
Virginia
$32.5M -$134K -994 -0.4%