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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
CSM Advisors
Pennsylvania
$72M +$21K +105 +0%
EW
152
Evoke Wealth
California
$71.6M +$603K +3,010 +0.8%
Koshinski Asset Management
153
Koshinski Asset Management
Illinois
$70.4M +$1.21M +6,037 +2%
JSTA
154
Japan Science & Technology Agency
Japan
$70.1M
CCM
155
Condor Capital Management
New Jersey
$70.1M +$219K +1,093 +0.3%
SFG
156
Sage Financial Group
Pennsylvania
$69.4M +$83.1K +415 +0.1%
ACM
157
Advisors Capital Management
New Jersey
$69.3M +$372K +1,858 +0.5%
GG
158
Gleason Group
Kentucky
$69.2M +$410K +2,048 +0.6%
WIM
159
Warwick Investment Management
Texas
$69M +$8.69M +43,416 +14%
GFWA
160
Grey Fox Wealth Advisors
Delaware
$69M +$2.84M +14,170 +4%
S
161
SignatureFD
Georgia
$68.9M -$776K -3,877 -1%
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$67.7M -$599K -2,991 -0.9%
EWA
163
Exencial Wealth Advisors
Oklahoma
$67.4M -$906K -4,527 -1%
CIA
164
Concurrent Investment Advisors
Florida
$67.4M +$2.61M +13,036 +4%
EWM
165
Empirical Wealth Management
Washington
$66.7M -$448K -2,237 -0.7%
BBES
166
Buffalo Business & Estate Services
New York
$66.3M -$7.66M -38,274 -10%
OFP
167
OLIO Financial Planning
Virginia
$64.7M +$790K +3,948 +1%
ET
168
Equitable Trust
Tennessee
$64.7M -$359K -1,794 -0.5%
CAM
169
Cresset Asset Management
Illinois
$64.2M +$14.4M +71,669 +28%
SEIA
170
Signature Estate & Investment Advisors
California
$64.1M +$3.14M +15,695 +5%
WA
171
Waverly Advisors
Alabama
$63.3M +$4.28M +21,373 +7%
TC
172
Trust Company
Kansas
$62.7M +$291K +1,454 +0.5%
BEC
173
Blue Edge Capital
Virginia
$62.1M +$2.21M +11,056 +4%
OC
174
Oarsman Capital
Wisconsin
$61.7M +$7.56M +37,778 +14%
DC
175
Davenport & Co
Virginia
$60.7M +$3M +14,989 +5%