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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
376
Gemmer Asset Management
California
$13.4M +$242K +1,513 +2%
FWP
377
Falcon Wealth Planning
California
$13.4M -$7.66M -47,900 -36%
SWA
378
Sightline Wealth Advisors
Connecticut
$13.2M +$1.71M +10,668 +15%
CA
379
Cambridge Associates
Massachusetts
$13M +$6.55M +40,959 +102%
TGAM
380
TBH Global Asset Management
Tennessee
$12.9M -$5.12M -32,027 -28%
BCG
381
Breakwater Capital Group
New Jersey
$12.8M +$397K +2,484 +3%
FUBT
382
First United Bank & Trust
Maryland
$12.7M -$130K -814 -1%
BHB
383
Bank Hapoalim BM
Israel
$12.7M +$12.6M +79,000 New
EFS
384
Essex Financial Services
Connecticut
$12.6M +$1.53M +9,589 +14%
GWM
385
Greenhouse Wealth Management
Connecticut
$12.6M -$151K -945 -1%
KIM
386
Kestra Investment Management
Texas
$12.5M +$12.5M +78,206 New
TFA
387
Trinity Financial Advisors
Ohio
$12.5M -$1.59M -9,939 -11%
NRI
388
NFP Retirement Inc
California
$12.4M +$236K +1,478 +2%
SFS
389
Sowell Financial Services
Arkansas
$12.3M -$511K -3,197 -4%
LFP
390
Leeward Financial Partners
Washington
$12.3M -$201K -1,257 -2%
ATC
391
Advantage Trust Company
Kansas
$12.3M +$873K +5,463 +8%
SW
392
SlateStone Wealth
Florida
$12.2M -$257K -1,607 -2%
EIP
393
Ellis Investment Partners
Pennsylvania
$12.2M +$1.37M +8,547 +13%
BFG
394
Berger Financial Group
Minnesota
$12.1M -$3.23M -20,180 -21%
EGA
395
E&G Advisors
Texas
$12.1M -$133K -835 -1%
PSA
396
Plum Street Advisors
Louisiana
$12M -$140K -879 -1%
LI
397
Latigo Investments
Florida
$12M – – –
SWM
398
Schwallier Wealth Management
Michigan
$11.9M -$7.03K -44 -0.1%
NFG
399
Nations Financial Group
Iowa
$11.9M +$427K +2,674 +4%
ORL
400
Oak Root LLC
California
$11.8M +$502K +3,143 +4%
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