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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
$52.7M +$210K +1,359 +0.4%
PW
152
Peninsula Wealth
California
$51.5M -$12.3M -79,982 -20%
SPIA
153
Steward Partners Investment Advisory
New York
$51.3M +$27.9K +181 +0.1%
BEC
154
Blue Edge Capital
Virginia
$49.8M +$1.02M +6,641 +2%
FVWA
155
Foster Victor Wealth Advisors
South Carolina
$49.3M -$717K -4,653 -1%
EWM
156
Empirical Wealth Management
Washington
$49M -$2.82M -18,277 -6%
SI
157
Stephens Inc
Arkansas
$48.9M +$2.08M +13,512 +5%
PCM
158
Penserra Capital Management
California
$48.8M +$46.2M +299,722 New
OFG
159
Oxford Financial Group
Indiana
$48.5M -$1.51M -9,807 -3%
TWP
160
Total Wealth Planning
Ohio
$47.9M -$734K -4,762 -2%
PIFP
161
Partners in Financial Planning
Virginia
$46.4M +$299K +1,938 +0.7%
KPWS
162
Kestra Private Wealth Services
Texas
$45.8M +$1.47M +9,555 +4%
PPW
163
Presilium Private Wealth
Pennsylvania
$45.7M +$1.37M +8,870 +3%
CCM
164
Coldstream Capital Management
Washington
$45.4M -$16.1M -104,476 -27%
AF
165
Allworth Financial
California
$45.1M +$276K +1,790 +0.7%
Koshinski Asset Management
166
Koshinski Asset Management
Illinois
$45M +$37.5M +242,969 +723%
DWM
167
Dakota Wealth Management
Florida
$44.8M +$32.3M +209,633 +319%
PFA
168
Pathway Financial Advisors
Vermont
$44M +$443K +2,872 +1%
WA
169
Waverly Advisors
Alabama
$43.8M -$2.52M -16,347 -6%
SEIA
170
Signature Estate & Investment Advisors
California
$43.2M -$374K -2,426 -0.9%
SF
171
Summit Financial
New Jersey
$43M -$619K -4,018 -2%
BCIM
172
Bishop & Co Investment Management
Pennsylvania
$42.9M +$19.3M +125,474 +91%
EWA
173
EverSource Wealth Advisors
Alabama
$42.9M +$8.21M +53,226 +24%
CSPIA
174
Cary Street Partners Investment Advisory
Virginia
$42.4M +$11.9M +77,351 +42%
Franklin Resources
175
Franklin Resources
California
$41.9M -$1.14M -7,388 -3%