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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
151
Allworth Financial
California
$57.4M +$5M +28,475 +10%
S
152
SignatureFD
Georgia
$57.2M -$1.92M -10,961 -3%
CAM
153
Clark Asset Management
New Hampshire
$55M +$8.04M +45,815 +16%
EWA
154
EverSource Wealth Advisors
Alabama
$54.2M +$5.27M +30,037 +10%
Bank of Nova Scotia
155
Bank of Nova Scotia
Ontario, Canada
$52.8M -$842K -4,800 -2%
FVWA
156
Foster Victor Wealth Advisors
South Carolina
$52.5M -$980K -5,586 -2%
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$52.4M -$1.06M -6,019 -2%
BEC
158
Blue Edge Capital
Virginia
$51.9M -$82.7K -471 -0.2%
Janney Montgomery Scott
159
Janney Montgomery Scott
Pennsylvania
$51.1M +$1.26M +7,203 +2%
PPW
160
Presilium Private Wealth
Pennsylvania
$51.1M +$1.26M +7,207 +2%
TWP
161
Total Wealth Planning
Ohio
$50.6M -$128K -731 -0.2%
PIFP
162
Partners in Financial Planning
Virginia
$49.9M +$821K +4,679 +2%
PFA
163
Pathway Financial Advisors
Vermont
$49.5M +$405K +2,310 +0.8%
GFWA
164
Grey Fox Wealth Advisors
Delaware
$48.7M +$973K +5,542 +2%
Koshinski Asset Management
165
Koshinski Asset Management
Illinois
$48.5M +$860K +4,901 +2%
P
166
&Partners
Tennessee
$48.4M +$28.5M +162,430 +134%
CCM
167
Coldstream Capital Management
Washington
$48.3M +$2.47M +14,062 +5%
EWM
168
Empirical Wealth Management
Washington
$48.2M +$75.5K +430 +0.2%
NW
169
NewEdge Wealth
Pennsylvania
$47.9M -$1.41M -8,062 -3%
OFP
170
OLIO Financial Planning
Virginia
$47.8M +$18.7M +106,504 +61%
Bessemer Group
171
Bessemer Group
New Jersey
$47.5M -$1.79M -10,182 -4%
OFG
172
Oxford Financial Group
Indiana
$47.2M -$1.62M -9,231 -3%
AAP
173
Arax Advisory Partners
Colorado
$46.8M +$9.01M +51,331 +23%
M&T Bank
174
M&T Bank
New York
$46.7M +$2.84M +16,199 +6%
TNBTD
175
Trustmark National Bank Trust Department
Mississippi
$45.7M +$3.25M +18,540 +7%