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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
151
Bessemer Group
New Jersey
$64.2M +$3.38M +18,655 +6%
ET
152
Equitable Trust
Tennessee
$62.9M +$623K +3,442 +1%
Koshinski Asset Management
153
Koshinski Asset Management
Illinois
$62.9M +$3.14M +17,358 +5%
ACM
154
Advisors Capital Management
New Jersey
$62.2M +$4.42M +24,433 +8%
TNBTD
155
Trustmark National Bank Trust Department
Mississippi
$61.8M +$5.87M +32,418 +11%
BW
156
BIP Wealth
Georgia
$61.5M -$2.87M -15,824 -5%
EWA
157
EverSource Wealth Advisors
Alabama
$61.4M +$623K +3,440 +1%
GFWA
158
Grey Fox Wealth Advisors
Delaware
$61M +$3.28M +18,136 +6%
TWP
159
Total Wealth Planning
Ohio
$60.3M +$1.19M +6,569 +2%
Financial Engines Advisors
160
Financial Engines Advisors
California
$59.9M +$11.8M +65,326 +26%
OFP
161
OLIO Financial Planning
Virginia
$59.1M +$2.55M +14,059 +5%
TC
162
Trust Company
Kansas
$59M +$515K +2,843 +0.9%
4WM
163
49 Wealth Management
Texas
$58.7M +$6.05M +33,400 +12%
M&T Bank
164
M&T Bank
New York
$58.3M +$2.07M +11,424 +4%
SEIA
165
Signature Estate & Investment Advisors
California
$58.3M +$1.19M +6,553 +2%
HCC
166
Hirtle Callaghan & Co
Pennsylvania
$57.4M -$376K -2,079 -0.7%
PIFP
167
Partners in Financial Planning
Virginia
$56.2M +$168K +926 +0.3%
VA
168
VestGen Advisors
Illinois
$56M -$940K -5,190 -2%
BEC
169
Blue Edge Capital
Virginia
$55.8M -$1.47M -8,131 -3%
CIA
170
Concurrent Investment Advisors
Florida
$55.7M +$2.74M +15,122 +5%
FVWA
171
Foster Victor Wealth Advisors
South Carolina
$55.1M -$202K -1,114 -0.4%
FFA
172
Farther Finance Advisors
California
$53.7M +$37.6M +207,677 +259%
ACA
173
Affinity Capital Advisors
California
$53.4M +$4.03M +22,275 +8%
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$52.1M -$1.98M -10,925 -4%
BCIM
175
Bishop & Co Investment Management
Pennsylvania
$52M +$1.06M +5,841 +2%