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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
351
Sovereign Financial Group
Connecticut
$17M +$780K +4,445 +5%
OPPS
352
Obsidian Personal Planning Solutions
Maryland
$17M +$757K +4,314 +5%
LIG
353
Lokken Investment Group
Delaware
$17M -$2.54M -14,455 -13%
CWAG
354
Compton Wealth Advisory Group
Virginia
$16.9M +$185K +1,056 +1%
PAS
355
Park Avenue Securities
New York
$16.9M +$347K +1,977 +2%
APC
356
Aspire Private Capital
North Carolina
$16.9M -$247K -1,409 -1%
MMA
357
Miracle Mile Advisors
California
$16.8M -$4.09M -23,316 -19%
MPCG
358
Matrix Private Capital Group
New York
$16.6M +$312K +1,780 +2%
CTWM
359
Cherry Tree Wealth Management
Minnesota
$16.6M -$334K -1,904 -2%
HIM
360
Hanlon Investment Management
New Jersey
$16.5M -$172K -979 -1%
BIA
361
Bell Investment Advisors
California
$16.5M -$83K -473 -0.5%
VU
362
Valence8 US
Massachusetts
$16.5M +$135K +768 +0.8%
BHWM
363
Bay Harbor Wealth Management
Maryland
$16.1M -$558K -3,180 -3%
ABC
364
Associated Banc-Corp
Wisconsin
$16M -$164K -933 -1%
SCM
365
SOL Capital Management
Maryland
$16M +$1.31M +7,483 +9%
LEA
366
Legacy Edge Advisors
New York
$16M +$37.4K +213 +0.2%
CDWM
367
Campbell Deegan Wealth Management
Virginia
$15.9M +$16.5M +93,829 New
IPW
368
Impact Partnership Wealth
Georgia
$15.8M +$1.02M +5,795 +7%
PFA
369
Pure Financial Advisors
California
$15.8M +$586K +3,339 +4%
FWP
370
Falcon Wealth Planning
California
$15.8M +$471K +2,684 +3%
CA
371
Cresta Advisors
Texas
$15.8M – – –
CIAS
372
Capital Investment Advisory Services
North Carolina
$15.8M +$359K +2,046 +2%
NB
373
NBT Bank
New York
$15.7M +$1.7M +9,696 +12%
SSW
374
Stone Summit Wealth
Florida
$15.7M -$190K -1,083 -1%
AWS
375
Aspen Wealth Strategies
Colorado
$15.6M -$646K -3,679 -4%
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