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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
351
Intersect Capital
California
$9.05M -$471K -3,297 -5%
KWS
352
Keystone Wealth Services
California
$8.96M +$8.7M +60,891 New
KPWS
353
Kestra Private Wealth Services
Texas
$8.87M +$3.18M +22,260 +58%
HCP
354
Hexagon Capital Partners
Arkansas
$8.83M +$208K +1,456 +2%
RWA
355
Redhawk Wealth Advisors
Minnesota
$8.83M +$5.58M +39,084 +187%
PWAC
356
Private Wealth Advisors (California)
California
$8.83M -$2.03M -14,218 -19%
SC
357
Savant Capital
Illinois
$8.78M +$99.7K +698 +1%
VBWMG
358
Von Berge Wealth Management Group
California
$8.7M +$8.54M +59,803 New
ABC
359
Associated Banc-Corp
Wisconsin
$8.69M +$43.7K +306 +0.5%
PA
360
Prism Advisors
California
$8.57M -$237K -1,657 -3%
EFSCE
361
Enterprise Financial Services Corp (EFSC)
Missouri
$8.57M +$872K +6,109 +12%
AG
362
Ascent Group
Virginia
$8.57M +$8.52M +59,688 New
AA
363
Axiom Advisory
California
$8.53M +$8.28M +57,971 New
PA
364
Planning Alternatives
Michigan
$8.52M -$50.1K -351 -0.6%
SWA
365
Sax Wealth Advisors
New Jersey
$8.51M -$175K -1,226 -2%
TFA
366
TPG Financial Advisors
Oregon
$8.46M +$2.18M +15,277 +36%
FHA
367
First Horizon Advisors
Tennessee
$8.39M +$13.6K +95 +0.2%
WPWM
368
Windward Private Wealth Management
Kansas
$8.38M -$39.1K -274 -0.5%
SB
369
Simmons Bank
Arkansas
$8.38M -$76.8K -538 -0.9%
CMA
370
Cedar Mountain Advisors
Oregon
$8.37M +$332K +2,325 +4%
OBWG
371
Onyx Bridge Wealth Group
New York
$8.22M +$5M +35,045 +170%
QIM
372
Quest Investment Management
Oregon
$8.18M -$490K -3,433 -6%
CFO
373
Collective Family Office
Pennsylvania
$8.16M +$402K +2,817 +5%
WFA
374
West Financial Advisors
Iowa
$8.02M -$881K -6,171 -10%
H
375
HoyleCohen
California
$7.95M +$785K +5,495 +11%
13 14
15
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