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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
401
Hexagon Capital Partners
Arkansas
$7.8M -$233K -1,651 -3%
TFA
402
Tobias Financial Advisors
Florida
$7.78M +$7.35M +52,086 +753%
IA
403
IFP Advisors
Florida
$7.75M – – –
BWM
404
BerganKDV Wealth Management
Minnesota
$7.71M -$73.8K -523 -0.9%
CFGS
405
Concourse Financial Group Securities
Alabama
$7.69M -$648K -4,596 -7%
MCA
406
Maryland Capital Advisors
Maryland
$7.63M +$626K +4,439 +8%
HPWM
407
High Pines Wealth Management
Massachusetts
$7.57M +$380K +2,694 +5%
H
408
HoyleCohen
California
$7.54M +$27.9K +198 +0.3%
AA
409
Axiom Advisory
California
$7.54M -$464K -3,288 -5%
TFA
410
TPG Financial Advisors
Oregon
$7.51M -$14.2K -101 -0.2%
CPIG
411
Chicago Partners Investment Group
Illinois
$7.44M +$143K +1,011 +2%
FHA
412
First Horizon Advisors
Tennessee
$7.44M +$2.99M +21,199 +60%
EC
413
EdgeRock Capital
Colorado
$7.4M +$7.91M +56,081 New
KWS
414
Keystone Wealth Services
California
$7.37M -$750K -5,318 -9%
APC
415
Asset Planning Corporation
Tennessee
$7.3M +$2.94M +20,833 +60%
MAS
416
Madden Advisory Services
Florida
$7.28M +$24.1K +171 +0.3%
BP
417
Ballentine Partners
Massachusetts
$7.25M +$3.93M +27,886 +103%
TCA
418
Transcend Capital Advisors
New Jersey
$7.23M +$491K +3,483 +7%
PFS
419
Prospera Financial Services
Texas
$7.17M +$578K +4,096 +8%
PA
420
Planning Alternatives
Michigan
$7.15M -$350K -2,479 -4%
SB
421
Simmons Bank
Arkansas
$7.13M -$381K -2,698 -5%
KCM
422
Karp Capital Management
California
$7.07M -$7.01M -49,687 -48%
SWA
423
Safir Wealth Advisors
New Hampshire
$7.07M +$246K +1,745 +3%
RWA
424
Redhawk Wealth Advisors
Minnesota
$7.02M +$409K +2,896 +6%
SFA
425
Semmax Financial Advisors
North Carolina
$6.95M -$1.03M -7,314 -13%
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