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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
151
Forvis Mazars Wealth Advisors
Missouri
$50.9M -$6.35M -45,133 -12%
CCM
152
Condor Capital Management
New Jersey
$50M -$728K -5,173 -2%
WANY
153
Wealthspire Advisors (New York)
New York
$48.9M +$4.19M +29,773 +10%
SC
154
Sepio Capital
Utah
$48.7M -$6.28M -44,656 -12%
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$48.2M +$3.11M +22,076 +7%
AI
156
Accredited Investors
Minnesota
$48.2M +$7.43M +52,800 +20%
EWM
157
Empirical Wealth Management
Washington
$47.7M -$963K -6,848 -2%
FVWA
158
Foster Victor Wealth Advisors
South Carolina
$47.6M -$386K -2,744 -0.9%
SPIA
159
Steward Partners Investment Advisory
New York
$47M +$2.16M +15,365 +5%
OFG
160
Oxford Financial Group
Indiana
$46M +$2M +14,193 +5%
BEC
161
Blue Edge Capital
Virginia
$44.7M +$941K +6,690 +2%
TWP
162
Total Wealth Planning
Ohio
$44.6M +$1.39M +9,894 +3%
SB
163
Strategic Blueprint
Georgia
$43.5M +$4.41M +31,341 +12%
SI
164
Stephens Inc
Arkansas
$42.8M +$5.92M +42,064 +17%
WA
165
Waverly Advisors
Alabama
$42.7M -$1.79M -12,741 -4%
PIFP
166
Partners in Financial Planning
Virginia
$42.3M -$313K -2,225 -0.8%
MCIA
167
Mountain Capital Investment Advisors
Colorado
$41.7M +$1.18M +8,421 +3%
AF
168
Allworth Financial
California
$41.1M +$2.7M +19,199 +8%
NW
169
NewEdge Wealth
Pennsylvania
$40.8M +$1.25M +8,854 +3%
KPWS
170
Kestra Private Wealth Services
Texas
$40.6M +$4.91M +34,891 +15%
PPW
171
Presilium Private Wealth
Pennsylvania
$40.6M -$850K -6,045 -2%
TNBTD
172
Trustmark National Bank Trust Department
Mississippi
$40.1M -$1.47M -10,426 -4%
SF
173
Summit Financial
New Jersey
$40M +$48.3K +343 +0.1%
SEIA
174
Signature Estate & Investment Advisors
California
$40M +$696K +4,945 +2%
PFA
175
Pathway Financial Advisors
Vermont
$39.9M +$371K +2,638 +1%