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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
GSIS
351
Global Strategic Investment Solutions
Arizona
$12.5M +$4.35K +31 +0%
FFG
352
Fullen Financial Group
Ohio
$12.3M +$1.51M +10,762 +14%
PFA
353
Pure Financial Advisors
California
$12.3M -$219K -1,560 -2%
WLIM
354
White Lighthouse Investment Management
Massachusetts
$12.1M +$274K +1,955 +2%
NL
355
NWAM LLC
Washington
$12.1M -$13.1M -93,173 -52%
KPWG
356
KFA Private Wealth Group
Virginia
$12M +$84.1K +599 +0.7%
CA
357
Cetera Advisors
Colorado
$12M +$2.06M +14,652 +20%
FAM
358
Frontier Asset Management
Wyoming
$12M +$441K +3,142 +4%
PPC
359
Park Place Capital
Alabama
$11.9M -$2.31M -16,480 -16%
SAG
360
SageView Advisory Group
California
$11.9M +$3.65M +26,029 +43%
EC
361
EdgeRock Capital
Colorado
$11.7M -$915K -6,519 -7%
DT
362
Daniels + Tansey
Delaware
$11.6M -$229K -1,630 -2%
AA
363
Aire Advisors
California
$11.6M -$9.25M -65,903 -43%
SW
364
SlateStone Wealth
Florida
$11.6M -$2.66M -18,946 -18%
EGA
365
E&G Advisors
Texas
$11.6M -$421K -2,999 -3%
BBWP
366
Beacon Bridge Wealth Partners
Pennsylvania
$11.5M +$1.84M +13,092 +19%
WJA
367
Willis Johnson & Associates
Texas
$11M +$3.09K +22 +0%
MPCG
368
Matrix Private Capital Group
New York
$11M -$290K -2,070 -3%
GWM
369
Greenhouse Wealth Management
Connecticut
$11M -$18.4K -131 -0.2%
AIS
370
American Investment Services
Massachusetts
$10.9M – – –
BWM
371
BerganKDV Wealth Management
Minnesota
$10.9M +$261K +1,860 +2%
CWA
372
Continuum Wealth Advisors
New York
$10.9M -$941K -6,706 -8%
BCP
373
Berkeley Capital Partners
Georgia
$10.9M +$213K +1,516 +2%
FUBT
374
First United Bank & Trust
Maryland
$10.8M -$447K -3,186 -4%
FNBOO
375
First National Bank of Omaha
Nebraska
$10.8M +$197K +1,405 +2%
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