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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
YWS
401
Yarger Wealth Strategies
Ohio
$7.88M +$221K +1,570 +3%
HCP
402
Hexagon Capital Partners
Arkansas
$7.8M -$233K -1,651 -3%
TFA
403
Tobias Financial Advisors
Florida
$7.78M +$7.35M +52,086 +753%
IA
404
IFP Advisors
Florida
$7.75M – – –
BWM
405
BerganKDV Wealth Management
Minnesota
$7.71M -$73.8K -523 -0.9%
CFGS
406
Concourse Financial Group Securities
Alabama
$7.69M -$648K -4,596 -7%
MCA
407
Maryland Capital Advisors
Maryland
$7.63M +$626K +4,439 +8%
HPWM
408
High Pines Wealth Management
Massachusetts
$7.57M +$380K +2,694 +5%
H
409
HoyleCohen
California
$7.54M +$27.9K +198 +0.3%
AA
410
Axiom Advisory
California
$7.54M -$464K -3,288 -5%
TFA
411
TPG Financial Advisors
Oregon
$7.51M -$14.2K -101 -0.2%
CPIG
412
Chicago Partners Investment Group
Illinois
$7.44M +$143K +1,011 +2%
FHA
413
First Horizon Advisors
Tennessee
$7.44M +$2.99M +21,199 +60%
EC
414
EdgeRock Capital
Colorado
$7.4M +$7.91M +56,081 New
KWS
415
Keystone Wealth Services
California
$7.37M -$750K -5,318 -9%
APC
416
Asset Planning Corporation
Tennessee
$7.3M +$2.94M +20,833 +60%
MAS
417
Madden Advisory Services
Florida
$7.28M +$24.1K +171 +0.3%
BP
418
Ballentine Partners
Massachusetts
$7.25M +$3.93M +27,886 +103%
TCA
419
Transcend Capital Advisors
New Jersey
$7.23M +$491K +3,483 +7%
PFS
420
Prospera Financial Services
Texas
$7.17M +$578K +4,096 +8%
PA
421
Planning Alternatives
Michigan
$7.15M -$350K -2,479 -4%
SB
422
Simmons Bank
Arkansas
$7.13M -$381K -2,698 -5%
KCM
423
Karp Capital Management
California
$7.07M -$7.01M -49,687 -48%
SWA
424
Safir Wealth Advisors
New Hampshire
$7.07M +$246K +1,745 +3%
RWA
425
Redhawk Wealth Advisors
Minnesota
$7.02M +$409K +2,896 +6%
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