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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
276
Principal Securities
Iowa
$28.8M +$1.55M +8,262 +6%
RA
277
Rise Advisors
New York
$28.8M -$13.2M -70,025 -32%
WA
278
Wealth Architects
California
$28.6M -$491K -2,611 -2%
CPA
279
Capital Performance Advisors
California
$28.4M +$27.9M +148,517 New
FFG
280
Frisch Financial Group
New York
$28.1M +$816K +4,339 +3%
CWM
281
Capital Wealth Management
Rhode Island
$28M +$967K +5,140 +4%
RWS
282
Rochester Wealth Strategies
Michigan
$27.7M +$669K +3,555 +3%
CC
283
Courier Capital
New York
$27.7M +$181K +960 +0.7%
VNA
284
Valley National Advisers
Pennsylvania
$27.6M +$5.38M +28,618 +25%
LGA
285
Lebenthal Global Advisors
New York
$27.5M +$626K +3,327 +2%
PA
286
Parallel Advisors
California
$27.3M -$79.8K -424 -0.3%
SHWM
287
Smith & Howard Wealth Management
Georgia
$27.3M -$60.6K -322 -0.2%
MSWMA
288
Market Street Wealth Management Advisors
Indiana
$27.1M +$356K +1,890 +1%
FMP
289
Financial Management Professionals
Texas
$26.8M +$95.7K +509 +0.4%
FPB
290
First PREMIER Bank
South Dakota
$26.6M +$249K +1,322 +1%
QIM
291
Quest Investment Management
Oregon
$26.5M +$1.06M +5,628 +4%
AFA
292
Antonelli Financial Advisors
Michigan
$26.4M +$3.26M +17,328 +14%
TCM
293
TD Capital Management
Tennessee
$26.3M -$87.1K -463 -0.3%
LPAM
294
Lodestar Private Asset Management
California
$26.2M +$13M +69,027 +101%
2L
295
25 LLC
Missouri
$26.1M +$1.12M +5,965 +5%
FTS
296
Fifth Third Securities
Ohio
$25.9M +$768K +4,084 +3%
PAS
297
Park Avenue Securities
New York
$25.8M -$770K -4,092 -3%
BDF
298
Black Diamond Financial
Maryland
$25.7M +$964K +5,126 +4%
AWMNH
299
Arcadia Wealth Management (New Hampshire)
New Hampshire
$25.7M +$2.34M +12,417 +10%
VC
300
Veery Capital
Delaware
$25.7M +$405K +2,153 +2%
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