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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
251
Cullen/Frost Bankers
Texas
$2.55M +$18.1K +175 +0.7%
CCWA
252
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.55M -$94.8K -919 -4%
CPA
253
Clear Perspective Advisors
Illinois
$2.54M +$230K +2,230 +10%
MIAN
254
Mariner Independent Advisor Network
Kansas
$2.53M +$2.46M +23,801 New
FIM
255
Freedom Investment Management
Connecticut
$2.53M -$253K -2,451 -9%
SCA
256
Snowden Capital Advisors
New York
$2.5M -$168K -1,626 -6%
SPC
257
Sigma Planning Corp
Michigan
$2.49M +$362K +3,509 +18%
BFEC
258
Benjamin F. Edwards & Company
Missouri
$2.49M +$53.5K +519 +2%
ASN
259
Advisory Services Network
Georgia
$2.46M +$178K +1,727 +8%
EA
260
Elm Advisors
California
$2.45M +$23.2K +225 +1%
AIA
261
Allegis Investment Advisors
Idaho
$2.44M -$17.3M -167,520 -88%
TW
262
Towerpoint Wealth
California
$2.4M +$2.33M +22,582 New
MA
263
MCF Advisors
Kentucky
$2.38M +$101K +978 +5%
SWP
264
Stratos Wealth Partners
Ohio
$2.37M -$16.3K -158 -0.7%
JFA
265
Johanson Financial Advisors
California
$2.34M +$36K +349 +2%
FIAS
266
FinTrust Investment Advisory Services
South Carolina
$2.33M +$34.6K +335 +2%
SCM
267
SOL Capital Management
Maryland
$2.32M +$561K +5,435 +33%
BAM
268
Belpointe Asset Management
Nevada
$2.31M +$170K +1,651 +8%
EAM
269
Evanson Asset Management
California
$2.3M +$825 +8 +0%
CCP
270
Corient Capital Partners
California
$2.27M +$30.9K +300 +1%
FHC
271
First Heartland Consultants
Missouri
$2.25M +$309K +2,997 +17%
RBA
272
Richard Bernstein Advisors
New York
$2.24M +$2.16M +20,921 +19,019%
CAM
273
Covenant Asset Management
New Jersey
$2.19M -$25.7K -249 -1%
POIA
274
Pin Oak Investment Advisors
Texas
$2.17M +$2.1M +20,400 New
WA
275
Wealth Architects
California
$2.16M +$425K +4,124 +25%
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