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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
401
MCF Advisors
Kentucky
$2.56M +$808 +7 +0%
UBG
402
United Bank (Georgia)
Georgia
$2.52M +$123K +1,064 +5%
SFP
403
Strategic Financial Partners
Oregon
$2.52M +$2.42M +20,983 New
SVWAG
404
Sound View Wealth Advisors Group
Georgia
$2.5M -$62.6K -542 -3%
ACA
405
Atlas Capital Advisors
Wyoming
$2.45M -$126K -1,088 -5%
PCA
406
Personal Capital Advisors
California
$2.43M +$423K +3,660 +22%
ZB
407
Zions Bancorporation
Utah
$2.43M -$249K -2,153 -10%
PAS
408
Park Avenue Securities
New York
$2.42M +$566K +4,899 +32%
MFG
409
Merit Financial Group
Georgia
$2.42M +$1.07M +9,307 +86%
SFPM
410
Sensible Financial Planning & Management
Massachusetts
$2.4M -$13.9K -120 -0.6%
BAM
411
Baldrige Asset Management
Pennsylvania
$2.39M -$62.6K -542 -3%
FHA
412
First Horizon Advisors
Tennessee
$2.38M +$128K +1,113 +6%
THWM
413
Taylor Hoffman Wealth Management
Virginia
$2.36M -$1.39K -12 -0.1%
BZWA
414
Blue Zone Wealth Advisors
California
$2.35M +$2.27M +19,625 New
MECA
415
Miller Equity Capital Advisors
Texas
$2.31M +$2.23M +19,289 New
TA
416
Tiedemann Advisors
New York
$2.28M -$646K -5,599 -23%
APW
417
Aurora Private Wealth
New Jersey
$2.28M +$2.2M +19,029 New
AG
418
AlphaSimPlex Group
Massachusetts
$2.28M – – –
MA
419
MONECO Advisors
Connecticut
$2.27M +$4.04K +35 +0.2%
KCM
420
Karp Capital Management
California
$2.24M -$167K -1,450 -7%
SSWM
421
Sheets Smith Wealth Management
North Carolina
$2.23M – – –
BSAM
422
Blue Sky Asset Management
Colorado
$2.23M +$2.15M +18,585 New
CAL
423
Capital Advisors Ltd
Ohio
$2.23M – – –
RG
424
Retirement Group
California
$2.21M +$2.13M +18,433 New
RCA
425
Ranch Capital Advisors
Florida
$2.19M +$2.11M +18,268 New
15 16
17
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