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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SPA
326
Shore Point Advisors
New Jersey
$14.7M +$598K +4,177 +4%
CA
327
Cetera Advisors
Colorado
$14.5M +$841K +5,873 +6%
RA
328
RFG Advisory
Alabama
$14.5M +$1.38M +9,646 +10%
EC
329
EdgeRock Capital
Colorado
$14.5M +$3.43M +23,910 +30%
SCP
330
Stevens Capital Partners
Nebraska
$14.4M +$594K +4,143 +4%
CWAG
331
Compton Wealth Advisory Group
Virginia
$14.4M +$4.11M +28,715 +38%
MHS
332
M Holdings Securities
Oregon
$14.4M +$14.9M +104,121 New
WP
333
Wealthspan Partners
Iowa
$14.2M +$527K +3,681 +4%
H
334
HoyleCohen
California
$14.2M +$1.02M +7,136 +7%
CWM
335
Congress Wealth Management
Massachusetts
$14.1M +$14.7M +102,519 New
FH
336
FWG Holdings
Florida
$14.1M +$633K +4,419 +4%
PPWM
337
PFG Private Wealth Management
Florida
$14.1M -$2.26M -15,746 -13%
IG
338
ING Group
Netherlands
$14.1M -$32.5M -227,166 -69%
ACS
339
Archford Capital Strategies
Illinois
$14.1M -$441K -3,077 -3%
AL
340
Aspiriant LLC
California
$14M -$250K -1,747 -2%
PP
341
Prudential plc
United Kingdom
$14M +$13.5M +94,202 +1,312%
SAG
342
SageView Advisory Group
California
$13.8M +$379K +2,644 +3%
MFGP
343
Marshall Financial Group (Pennsylvania)
Pennsylvania
$13.8M +$73.6K +514 +0.5%
CA
344
Cresta Advisors
Texas
$13.6M -$209K -1,457 -1%
FCM
345
Firestone Capital Management
Florida
$13.6M +$152K +1,064 +1%
SHWM
346
Smith & Howard Wealth Management
Georgia
$13.5M +$465K +3,245 +3%
PFO
347
Pathstone Family Office
New Jersey
$13.4M +$2.42M +16,867 +21%
BFS
348
Beacon Financial Strategies
North Carolina
$13.4M -$750K -5,232 -5%
RWG
349
Ratio Wealth Group
Colorado
$13.3M +$127K +885 +0.9%
APC
350
Aspire Private Capital
North Carolina
$13.1M -$183K -1,274 -1%
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