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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
5L
401
55I LLC
Massachusetts
$7.15M +$362K +2,535 +6%
DPI
402
Diversified Portfolios Inc
Michigan
$7.14M +$715K +5,008 +12%
CF
403
Corrigan Financial
Rhode Island
$7.11M -$33.7K -236 -0.5%
NFG
404
Next Financial Group
Texas
$7.11M +$1.53M +10,744 +29%
PFS
405
Prospera Financial Services
Texas
$7.06M +$1.06M +7,416 +18%
BBA
406
BLB&B Advisors
Pennsylvania
$7.06M -$359K -2,511 -5%
LWP
407
Lumature Wealth Partners
Georgia
$7M +$380K +2,661 +6%
CPIG
408
Chicago Partners Investment Group
Illinois
$6.99M +$102K +715 +1%
YWS
409
Yarger Wealth Strategies
Ohio
$6.97M +$6.77M +47,408 New
KWM
410
Keebeck Wealth Management
Illinois
$6.97M – – –
OPCM
411
Osborne Partners Capital Management
California
$6.94M +$47.7K +334 +0.7%
ACA
412
Atlas Capital Advisors
Wyoming
$6.87M -$2.58M -18,083 -28%
GP
413
Girard Partners
Pennsylvania
$6.85M -$3.14K -22 -0%
PCP
414
Proficio Capital Partners
Massachusetts
$6.82M -$624K -4,370 -9%
SFM
415
Signet Financial Management
New Jersey
$6.79M -$324K -2,267 -5%
CA
416
CGN Advisors
Kansas
$6.78M -$877K -6,144 -12%
EFG
417
Everhart Financial Group
Ohio
$6.73M -$90.4K -633 -1%
CS
418
Comerica Securities
Michigan
$6.71M +$125K +877 +2%
SB
419
Strategic Blueprint
Georgia
$6.7M +$1.9M +13,280 +41%
TIM
420
Tortoise Investment Management
New York
$6.69M +$229K +1,604 +4%
TPW
421
Tiller Private Wealth
Pennsylvania
$6.64M +$1.1M +7,680 +21%
FLA
422
Financial Life Advisors
Texas
$6.64M -$91.4K -640 -1%
LWAC
423
Laurel Wealth Advisors (California)
California
$6.62M +$5.06M +35,456 +372%
PAS
424
Park Avenue Securities
New York
$6.59M +$1.37M +9,592 +27%
KA
425
Kovack Advisors
Florida
$6.5M -$645K -4,515 -9%
15 16
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