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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
351
FDx Advisors
Illinois
$12.9M -$706K -5,127 -5%
EC
352
EdgeRock Capital
Colorado
$12.8M +$4.46M +32,357 +55%
SHWM
353
Smith & Howard Wealth Management
Georgia
$12.8M +$95.9K +696 +0.8%
PFA
354
Pure Financial Advisors
California
$12.7M -$436K -3,168 -3%
GSIS
355
Global Strategic Investment Solutions
Arizona
$12.7M -$6.59M -47,864 -35%
CCA
356
Checchi Capital Advisers
California
$12.7M +$8.87M +64,387 +248%
TC
357
Tenret Company
Florida
$12.6M +$221K +1,605 +2%
H
358
HoyleCohen
California
$12.6M +$2.17M +15,737 +21%
SCM
359
SOL Capital Management
Maryland
$12.6M -$118K -856 -0.9%
UB
360
UMB Bank
Missouri
$12.6M +$971K +7,048 +9%
AG
361
Ascent Group
Virginia
$12.3M +$167K +1,215 +1%
EGA
362
E&G Advisors
Texas
$12.2M +$432K +3,133 +4%
KPWG
363
KFA Private Wealth Group
Virginia
$12.2M +$94.4K +685 +0.8%
DT
364
Daniels + Tansey
Delaware
$12M -$384K -2,786 -3%
WLIM
365
White Lighthouse Investment Management
Massachusetts
$12M -$671K -4,869 -5%
VWA
366
Visionary Wealth Advisors
Illinois
$12M +$1.47M +10,705 +14%
CWA
367
Continuum Wealth Advisors
New York
$12M +$11.8M +85,518 New
GFWA
368
Grey Fox Wealth Advisors
Delaware
$11.9M +$11.7M +84,639 New
WCM
369
Windham Capital Management
Massachusetts
$11.9M -$1.95M -14,122 -14%
SCP
370
Stevens Capital Partners
Nebraska
$11.7M +$11.5M +83,603 New
FAM
371
Frontier Asset Management
Wyoming
$11.7M -$2.01M -14,568 -15%
AWM
372
Apollon Wealth Management
South Carolina
$11.7M +$2.05M +14,896 +22%
MA
373
Mangham Associates
Virginia
$11.6M +$621K +4,509 +6%
FUBT
374
First United Bank & Trust
Maryland
$11.5M -$313K -2,269 -3%
MPCG
375
Matrix Private Capital Group
New York
$11.5M -$111K -806 -1%
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