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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
151
Mercer Global Advisors
Colorado
$53M -$2.25M -14,068 -4%
Bank of Nova Scotia
152
Bank of Nova Scotia
Ontario, Canada
$52.7M +$50.6M +316,800 +2,669%
FVWA
153
Foster Victor Wealth Advisors
South Carolina
$51.8M -$195K -1,221 -0.4%
SEIA
154
Signature Estate & Investment Advisors
California
$51.8M +$9.2M +57,561 +22%
SI
155
Stephens Inc
Arkansas
$50.6M +$2.41M +15,105 +5%
TWP
156
Total Wealth Planning
Ohio
$49.2M +$35.6K +223 +0.1%
AF
157
Allworth Financial
California
$48.9M +$3.09M +19,328 +7%
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$48.8M -$3.13M -19,589 -6%
BEC
159
Blue Edge Capital
Virginia
$48.6M -$460K -2,879 -0.9%
PCM
160
Penserra Capital Management
California
$48M -$56.3K -352 -0.1%
OFG
161
Oxford Financial Group
Indiana
$47.3M -$501K -3,135 -1%
PIFP
162
Partners in Financial Planning
Virginia
$46.8M +$1.01M +6,343 +2%
CSPIA
163
Cary Street Partners Investment Advisory
Virginia
$46.7M +$4.98M +31,130 +12%
PPW
164
Presilium Private Wealth
Pennsylvania
$46.6M +$1.56M +9,741 +3%
EWM
165
Empirical Wealth Management
Washington
$46.6M -$1.7M -10,624 -4%
EWA
166
EverSource Wealth Advisors
Alabama
$46.4M +$354K +2,212 +0.8%
KPWS
167
Kestra Private Wealth Services
Texas
$46.3M +$1.13M +7,047 +3%
Bessemer Group
168
Bessemer Group
New Jersey
$45.8M +$4.98M +31,154 +12%
CAM
169
Cresset Asset Management
Illinois
$45.6M +$7.34M +45,951 +19%
Koshinski Asset Management
170
Koshinski Asset Management
Illinois
$44.2M -$163K -1,021 -0.4%
CCM
171
Coldstream Capital Management
Washington
$44.2M -$567K -3,549 -1%
PFA
172
Pathway Financial Advisors
Vermont
$44M +$738K +4,617 +2%
WA
173
Waverly Advisors
Alabama
$43.1M -$67.6K -423 -0.2%
BW
174
BIP Wealth
Georgia
$42.1M +$3.22M +20,165 +8%
Vanguard Group
175
Vanguard Group
Pennsylvania
$41.3M +$6.14M +38,415 +18%