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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
251
Regatta Capital Group
California
$30.2M +$1.1M +6,510 +4%
CCM
252
Cambridge Capital Management
Illinois
$29.8M +$936K +5,540 +3%
MWM
253
Modern Wealth Management
Kansas
$29.5M +$27.4M +162,226 +3,535%
FA
254
Fountainhead AM
New Jersey
$29.5M -$726K -4,297 -3%
AWA
255
Arbor Wealth Advisors
Michigan
$29.4M – – –
ASN
256
Advisory Services Network
Georgia
$29.4M +$1.29M +7,622 +5%
KWM
257
Kaydan Wealth Management
Michigan
$29.4M -$25.3K -150 -0.1%
GFG
258
Goldstone Financial Group
Illinois
$29.2M +$1.91M +11,313 +7%
MPW
259
MA Private Wealth
California
$29.2M +$23.4M +138,369 +520%
HP
260
Hilltop Partners
Indiana
$28.7M +$9.49M +56,193 +53%
WF
261
Warner Financial
Maryland
$28.6M +$29.6K +175 +0.1%
SIM
262
Studio Investment Management
Illinois
$28.5M -$294K -1,739 -1%
KCM
263
Kaye Capital Management
California
$28.4M -$1.99M -11,782 -7%
ACC
264
Acorn Creek Capital
Colorado
$28.1M +$1.22M +7,234 +5%
NRI
265
NFP Retirement Inc
California
$27.5M +$14.1M +83,250 +115%
AWM
266
Allen Wealth Management
North Carolina
$27.5M +$94.4K +559 +0.4%
BFA
267
Bragg Financial Advisors
North Carolina
$27.3M +$220K +1,304 +0.9%
GSWM
268
Greenup Street Wealth Management
Michigan
$27.3M +$2.6M +15,400 +11%
BFS
269
Bare Financial Services
Pennsylvania
$27.1M +$2.25M +13,297 +9%
WA
270
Wealth Architects
California
$27.1M +$1.39M +8,205 +6%
TW
271
Towerpoint Wealth
California
$26.8M +$730K +4,323 +3%
IWC
272
Integrated Wealth Concepts
Massachusetts
$26.4M -$470K -2,785 -2%
CZI
273
Chan Zuckerberg Initiative
California
$26.2M -$45.1M -267,274 -64%
WA
274
Waterford Advisors
New York
$25.6M -$23.2M -137,341 -97%
PFS
275
Prospera Financial Services
Texas
$25.3M -$1.27M -7,543 -5%
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