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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
201
Cassady Schiller Wealth Management
Ohio
$33M +$1.12M +7,975 +4%
EWA
202
EverSource Wealth Advisors
Alabama
$33M +$4.01M +28,508 +15%
T
203
TrueFG
Texas
$32.7M +$786K +5,587 +3%
CA
204
Crane Advisory
California
$32.4M -$15M -106,340 -33%
BWFA
205
Baltimore-Washington Financial Advisors
Maryland
$32M +$1.02M +7,244 +3%
ACM
206
Advisors Capital Management
New Jersey
$32M +$5.66M +40,231 +23%
SIA
207
Schechter Investment Advisors
Michigan
$31.2M -$2.01M -14,307 -6%
GFWA
208
Grey Fox Wealth Advisors
Delaware
$30.7M +$15.6M +110,609 +117%
SIA
209
Strategic Investment Advisors
Michigan
$30.4M +$1.67M +11,844 +6%
FIM
210
Freedom Investment Management
Connecticut
$30.3M +$28.5M +202,631 New
ACA
211
Affinity Capital Advisors
California
$30.3M +$380K +2,702 +1%
LWM
212
Ledge Wealth Management
Minnesota
$30.2M +$391K +2,778 +1%
RCG
213
Regatta Capital Group
California
$29.9M -$1M -7,122 -3%
PFS
214
Prospera Financial Services
Texas
$29.9M +$2.66M +18,907 +10%
AWM
215
Angeles Wealth Management
California
$29.9M -$565K -4,019 -2%
CCM
216
Chaney Capital Management
Washington
$29.9M +$28.1M +199,764 New
FC
217
Forte Capital
New York
$29.3M -$2.11M -15,001 -7%
BSW
218
Buckingham Strategic Wealth
Missouri
$29.1M -$4.3M -30,557 -14%
BNP Paribas Financial Markets
219
BNP Paribas Financial Markets
France
$28.8M +$20.7M +147,382 +327%
M&T Bank
220
M&T Bank
New York
$28.7M +$23.5K +167 +0.1%
SC
221
Stephens Consulting
Michigan
$28.7M +$1.85M +13,169 +7%
NFW
222
Noble Family Wealth
Florida
$28.2M +$496K +3,525 +2%
DC
223
Davenport & Co
Virginia
$28.1M +$265K +1,881 +1%
FOFP
224
Fee-Only Financial Planning
South Carolina
$27.5M -$153K -1,085 -0.6%
PRWA
225
Platte River Wealth Advisors
Colorado
$27.5M -$14.1M -99,938 -35%