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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
E
351
Ergoteles
New York
$12M +$11.8M +84,643 New
FAM
352
Frontier Asset Management
Wyoming
$12M -$284K -2,042 -2%
EGA
353
E&G Advisors
Texas
$12M +$54.3K +391 +0.5%
AWMNH
354
Arcadia Wealth Management (New Hampshire)
New Hampshire
$11.9M +$11.7M +84,014 New
DT
355
Daniels + Tansey
Delaware
$11.9M -$26.5K -191 -0.2%
RF
356
Robinswood Financial
Washington
$11.9M +$11.6M +83,435 New
TC
357
TownSquare Capital
Utah
$11.8M +$9.37M +67,437 +436%
SW
358
SlateStone Wealth
Florida
$11.7M -$206K -1,485 -2%
KPWG
359
KFA Private Wealth Group
Virginia
$11.7M -$727K -5,233 -6%
EC
360
EdgeRock Capital
Colorado
$11.5M -$555K -3,994 -5%
PFO
361
Pathstone Family Office
New Jersey
$11.4M -$2.33M -16,762 -17%
SL
362
Systelligence LLC
Minnesota
$11.3M -$20.5M -147,843 -65%
BWM
363
BerganKDV Wealth Management
Minnesota
$11.3M +$57.8K +416 +0.5%
FNBOO
364
First National Bank of Omaha
Nebraska
$11.3M +$146K +1,050 +1%
AG
365
Ascent Group
Virginia
$11.3M -$2.41M -17,330 -18%
LIG
366
Lokken Investment Group
Delaware
$11.2M +$143K +1,031 +1%
GWM
367
Greenhouse Wealth Management
Connecticut
$11.2M -$65.6K -472 -0.6%
MPCG
368
Matrix Private Capital Group
New York
$11.1M -$174K -1,256 -2%
CWM
369
Cornerstone Wealth Management
Missouri
$11.1M +$949K +6,836 +10%
BCP
370
Berkeley Capital Partners
Georgia
$11.1M -$96K -691 -0.9%
BBA
371
BLB&B Advisors
Pennsylvania
$11M – – –
FUBT
372
First United Bank & Trust
Maryland
$10.9M -$219K -1,578 -2%
CWAG
373
Compton Wealth Advisory Group
Virginia
$10.7M +$165K +1,186 +2%
AWM
374
Avior Wealth Management
Nebraska
$10.7M -$304K -2,186 -3%
NRI
375
NFP Retirement Inc
California
$10.7M -$118K -852 -1%
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