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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MOS
201
MGO One Seven
Ohio
$38.9M -$2.06M -11,711 -5%
WIM
202
Warwick Investment Management
Texas
$38.8M +$40.2M +228,955 New
TPW
203
TL Private Wealth
Texas
$38.4M -$720K -4,100 -2%
ME
204
McIlrath & Eck
Washington
$37.9M +$7.54M +42,951 +24%
BRWA
205
B. Riley Wealth Advisors
Florida
$37.5M -$13.5M -77,106 -26%
SIA
206
Schechter Investment Advisors
Michigan
$36.9M +$1.38M +7,877 +4%
FAC
207
Financial Advisory Corporation
Michigan
$36.9M +$38.3M +218,139 New
LSPW
208
Lake Street Private Wealth
Illinois
$36.8M +$1.91M +10,889 +5%
FDCDDQ
209
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.8M -$2.65M -15,108 -6%
IA
210
Integrity Alliance
Iowa
$36.2M +$37.5M +213,915 New
AC
211
Apella Capital
Connecticut
$35.7M -$7.24M -41,279 -16%
ACA
212
Affinity Capital Advisors
California
$35.6M +$654K +3,725 +2%
Lido Advisors
213
Lido Advisors
California
$35.3M +$29.6M +168,812 +427%
GT
214
Glenmede Trust
Pennsylvania
$35.3M -$2.52M -14,349 -6%
OC
215
Oarsman Capital
Wisconsin
$34.6M +$7.88M +44,892 +28%
AWM
216
Avior Wealth Management
Nebraska
$34.5M +$12.9M +73,570 +56%
SBH
217
Segall Bryant & Hamill
Illinois
$34M -$1.46M -8,297 -4%
PP
218
PrairieView Partners
Minnesota
$33.9M -$58.7M -334,692 -63%
FC
219
Forte Capital
New York
$33.7M +$403K +2,297 +1%
SC
220
Stephens Consulting
Michigan
$33.7M -$16.5K -94 -0%
OHWA
221
Oak Hill Wealth Advisors
Virginia
$33.6M +$34.8M +198,180 New
NFW
222
Noble Family Wealth
Florida
$33.4M +$77.7K +443 +0.2%
MFIM
223
Mesirow Financial Investment Management
Illinois
$32.1M -$269K -1,531 -0.8%
GRA
224
Golden Road Advisors
Florida
$32M +$1.59M +9,063 +5%
HIP
225
HUB Investment Partners
Texas
$31.8M +$2.41M +13,743 +8%