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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
326
Global Wealth Management Investment Advisory
Florida
$2.66M +$134K +1,270 +5%
IAA
327
Ironsides Asset Advisors
North Carolina
$2.65M – – –
NEAM
328
New England Asset Management
Connecticut
$2.64M – – –
WP
329
WealthSource Partners
California
$2.61M +$120K +1,142 +5%
SIA
330
Strategic Investment Advisors
Michigan
$2.6M +$308K +2,929 +14%
PO
331
Private Ocean
California
$2.59M -$141K -1,342 -5%
JFA
332
Johanson Financial Advisors
California
$2.58M +$125K +1,190 +5%
PA
333
Paracle Advisors
Washington
$2.58M -$82.3K -782 -3%
HFS
334
HL Financial Services
Kentucky
$2.51M +$13.5K +128 +0.6%
MA
335
MCF Advisors
Kentucky
$2.5M +$59.6K +566 +2%
WA
336
Wilshire Advisors
California
$2.49M -$89K -845 -4%
TCM
337
Twin Capital Management
Pennsylvania
$2.49M -$89K -845 -4%
ZB
338
Zions Bancorporation
Utah
$2.41M +$2.36M +22,421 New
ACP
339
Aveo Capital Partners
Colorado
$2.39M +$16.9K +161 +0.7%
CAL
340
Capital Advisors Ltd
Ohio
$2.38M -$370K -3,517 -14%
TL
341
TrueWealth LLC
Georgia
$2.35M +$30.8K +293 +1%
ECA
342
Elevated Capital Advisors
Utah
$2.34M +$2.59M +24,639 New
KWM
343
Kingsview Wealth Management
Oregon
$2.33M -$160K -1,519 -7%
BFEC
344
Benjamin F. Edwards & Company
Missouri
$2.31M -$41.5K -394 -2%
TA
345
Tiedemann Advisors
New York
$2.3M +$2.42K +23 +0.1%
BAM
346
Baldrige Asset Management
Pennsylvania
$2.28M +$2.23M +21,152 New
UBG
347
United Bank (Georgia)
Georgia
$2.23M -$36.6K -348 -2%
IA
348
IFG Advisory
Georgia
$2.22M +$183K +1,739 +9%
SVWA
349
Sound View Wealth Advisors
Georgia
$2.19M -$130K -1,231 -6%
SFPM
350
Sensible Financial Planning & Management
Massachusetts
$2.14M -$49.3K -468 -2%
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