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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
226
Safeguard Financial
Wisconsin
$20.8M +$9.37M +66,424 +73%
FVWA
227
Foster Victor Wealth Advisors
South Carolina
$20.6M -$847K -6,002 -4%
HWM
228
Hemington Wealth Management
Virginia
$20.5M -$707K -5,011 -3%
QIM
229
Quest Investment Management
Oregon
$20.4M +$645K +4,573 +3%
WFA
230
Wellspring Financial Advisors
Ohio
$20.3M +$346K +2,454 +0.2%
HWA
231
Heartwood Wealth Advisors
Virginia
$20.2M +$274K +1,940 +1%
CC
232
Courier Capital
New York
$19.9M -$36.3K -257 -0.2%
OBWG
233
Onyx Bridge Wealth Group
New York
$19.7M +$14.3M +101,388 +225%
FAT
234
First American Trust
California
$19.7M -$880K -6,238 -4%
CCM
235
Carlson Capital Management
Minnesota
$19.5M -$2.94M -20,846 -12%
CCM
236
Coldstream Capital Management
Washington
$19.4M -$407K -2,885 -2%
TCM
237
TD Capital Management
Tennessee
$19.4M -$151K -1,074 -0.7%
MMA
238
Miracle Mile Advisors
California
$19.3M +$1.44M +10,234 +8%
BCIM
239
Bishop & Co Investment Management
Pennsylvania
$19.3M -$568K -4,025 -3%
FAIM
240
Financial Advocates Investment Management
Washington
$19.1M +$1.83M +12,976 +10%
TFA
241
Trinity Financial Advisors
Ohio
$19M +$19.8M +140,509 +3,698%
AWM
242
AAF Wealth Management
Massachusetts
$19M -$406K -2,875 -2%
NFC
243
Northeast Financial Consultants
Connecticut
$19M +$6.49M +46,003 +47%
NWM
244
NEIRG Wealth Management
Massachusetts
$18.7M -$248K -1,760 -1%
SIC
245
Sigma Investment Counselors
Michigan
$18.6M +$765K +5,424 +4%
FMWA
246
Forvis Mazars Wealth Advisors
Missouri
$18.6M +$18.7M +132,641 +1,565%
DC
247
Davenport & Co
Virginia
$18.5M +$324K +2,299 +2%
GSIS
248
Global Strategic Investment Solutions
Arizona
$18.4M +$862K +6,113 +5%
WAAG
249
Wealth Alliance Advisory Group
Kansas
$18.4M +$1.4M +9,940 +8%
CSWM
250
Cassady Schiller Wealth Management
Ohio
$18.1M +$5.48M +38,868 +39%
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