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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
151
Angeles Investment Advisors
California
$47.9M +$36.8M +257,112 +284%
AAS
152
Ameritas Advisory Services
Nebraska
$47.8M +$39.2M +273,374 +373%
CCM
153
Condor Capital Management
New Jersey
$46.9M +$345K +2,409 +0.7%
SFG
154
Sage Financial Group
Pennsylvania
$46.3M -$735K -5,127 -2%
EI
155
Ellevest Inc
New York
$46M +$1.03M +7,207 +2%
W
156
WealthOne
New York
$45.1M +$248K +1,730 +0.5%
EWM
157
Empirical Wealth Management
Washington
$45M -$936K -6,530 -2%
FWP
158
Falcon Wealth Planning
California
$45M +$2.61M +18,250 +6%
CA
159
Crane Advisory
California
$44.3M +$6.08M +42,463 +15%
AI
160
Atria Investments
North Carolina
$43.6M +$4.44M +31,003 +11%
FVWA
161
Foster Victor Wealth Advisors
South Carolina
$43.3M +$1.13M +7,868 +3%
Franklin Resources
162
Franklin Resources
California
$41.7M -$225K -1,572 -0.5%
Janney Montgomery Scott
163
Janney Montgomery Scott
Pennsylvania
$41.4M -$392K -2,736 -0.9%
SPIA
164
Steward Partners Investment Advisory
New York
$41.3M +$2.18M +15,197 +5%
WA
165
Waverly Advisors
Alabama
$41.1M -$4.97M -34,690 -10%
WANY
166
Wealthspire Advisors (New York)
New York
$41M -$1.18M -8,221 -3%
OFG
167
Oxford Financial Group
Indiana
$40.5M +$352K +2,456 +0.8%
BEC
168
Blue Edge Capital
Virginia
$40.3M -$3.88M -27,101 -8%
TWP
169
Total Wealth Planning
Ohio
$39.8M +$21.8K +152 +0.1%
PIFP
170
Partners in Financial Planning
Virginia
$39.4M +$219K +1,530 +0.5%
PRWA
171
Platte River Wealth Advisors
Colorado
$39.1M +$60.5K +422 +0.1%
TNBTD
172
Trustmark National Bank Trust Department
Mississippi
$38.5M -$2.63M -18,370 -6%
PPW
173
Presilium Private Wealth
Pennsylvania
$38.3M +$4.66M +32,545 +13%
ST
174
Sageworth Trust
Pennsylvania
$37.9M -$3.97M -27,735 -9%
EWA
175
Exencial Wealth Advisors
Oklahoma
$37.5M +$31.8K +222 +0.1%