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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
251
Colony Group
Massachusetts
$2.81M – – –
CI
252
CX Institutional
Indiana
$2.79M +$614K +5,622 +29%
KWM
253
Kingsview Wealth Management
Oregon
$2.79M +$375K +3,433 +16%
PA
254
Paracle Advisors
Washington
$2.78M -$87.6K -802 -3%
CB
255
Cadence Bank
Mississippi
$2.77M – – –
CCWA
256
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.76M -$2.62K -24 -0.1%
IAA
257
Ironsides Asset Advisors
North Carolina
$2.73M – – –
NEAM
258
New England Asset Management
Connecticut
$2.71M +$175K +1,600 +7%
ZB
259
Zions Bancorporation
Utah
$2.7M +$2.67M +24,430 New
TCM
260
Twin Capital Management
Pennsylvania
$2.7M -$264K -2,420 -9%
WA
261
Wilshire Advisors
California
$2.7M -$264K -2,420 -9%
WP
262
WealthSource Partners
California
$2.68M -$203K -1,863 -7%
SWP
263
Stratos Wealth Partners
Ohio
$2.68M -$156K -1,428 -6%
HNB
264
Huntington National Bank
Ohio
$2.68M – – –
REMPR
265
Roof Eidam Maycock Peralta (REMP)
California
$2.64M +$2.61M +23,880 New
WPSG
266
Wealth & Pension Services Group
Georgia
$2.62M +$463K +4,242 +22%
EA
267
Elm Advisors
California
$2.61M +$20.2K +185 +0.8%
CPA
268
Clear Perspective Advisors
Illinois
$2.6M -$10.9K -100 -0.4%
ZF
269
Zhang Financial
Michigan
$2.6M -$31.5K -288 -1%
ACA
270
Atlas Capital Advisors
Wyoming
$2.59M +$828K +7,580 +48%
JFA
271
Johanson Financial Advisors
California
$2.56M +$53.8K +493 +2%
MA
272
MCF Advisors
Kentucky
$2.5M -$2.84K -26 -0.1%
BFEC
273
Benjamin F. Edwards & Company
Missouri
$2.5M -$37.5K -343 -1%
AWM
274
Altium Wealth Management
New York
$2.45M -$581K -5,319 -19%
CTC
275
Central Trust Company
Missouri
$2.43M -$177K -1,624 -7%
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