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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
176
Concurrent Investment Advisors
Florida
$50.1M +$5.82M +34,454 +14%
4WM
177
49 Wealth Management
Texas
$49.7M +$7.08M +41,916 +18%
CWM
178
Congress Wealth Management
Massachusetts
$48.5M +$10.9M +64,571 +31%
BCIM
179
Bishop & Co Investment Management
Pennsylvania
$48.3M -$733K -4,339 -2%
AWM
180
Angeles Wealth Management
California
$47.4M +$14.4M +85,135 +47%
OFG
181
Oxford Financial Group
Indiana
$47.3M -$587K -3,478 -1%
DC
182
Davenport & Co
Virginia
$46.9M +$2.5M +14,776 +6%
ACA
183
Affinity Capital Advisors
California
$46.7M +$961K +5,690 +2%
BSSFA
184
Baron Silver Stevens Financial Advisors
Florida
$46.4M -$1.2M -7,128 -3%
NW
185
NewEdge Wealth
Pennsylvania
$46.1M -$2.48M -14,710 -5%
CA
186
Crane Advisory
California
$45.3M -$612K -3,624 -1%
Financial Engines Advisors
187
Financial Engines Advisors
California
$45.2M +$11.9M +70,724 +38%
CCM
188
Chaney Capital Management
Washington
$45.1M +$850K +5,032 +2%
WIM
189
Warwick Investment Management
Texas
$44.8M +$562K +3,327 +1%
WA
190
Waverly Advisors
Alabama
$44.8M -$171K -1,013 -0.4%
OC
191
Oarsman Capital
Wisconsin
$44.8M +$2.6M +15,369 +6%
ME
192
McIlrath & Eck
Washington
$44.7M +$2.76M +16,336 +7%
MA
193
MCF Advisors
Kentucky
$44.2M +$35.9M +212,256 +577%
BWFA
194
Baltimore-Washington Financial Advisors
Maryland
$43.8M -$1.62M -9,613 -4%
Franklin Resources
195
Franklin Resources
California
$43.4M -$26.5K -157 -0.1%
CAM
196
Cresset Asset Management
Illinois
$42.9M -$7.44M -44,070 -15%
MCM
197
MAI Capital Management
Ohio
$42.4M -$7.92M -46,913 -16%
LSPW
198
Lake Street Private Wealth
Illinois
$42.1M +$2.05M +12,134 +5%
SIA
199
Strategic Investment Advisors
Michigan
$41.9M +$147K +869 +0.4%
T
200
TrueFG
Texas
$41.8M +$949K +5,616 +2%