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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
401
BerganKDV Wealth Management
Minnesota
$7.29M +$82.9K +613 +1%
MAG
402
Mokosak Advisory Group
Iowa
$7.27M +$1.5M +11,102 +23%
HCP
403
Hexagon Capital Partners
Arkansas
$7.18M -$140K -1,038 -2%
PWAC
404
Private Wealth Advisors (California)
California
$7.13M +$34.9K +258 +0.4%
HPWM
405
High Pines Wealth Management
Massachusetts
$7.11M +$16.9K +125 +0.2%
TIM
406
Tortoise Investment Management
New York
$7.1M +$793K +5,868 +11%
SWM
407
Southern Wealth Management
Texas
$7.09M +$4.84M +35,773 +229%
FNBOO
408
First National Bank of Omaha
Nebraska
$7.09M -$360K -2,665 -4%
CFO
409
Collective Family Office
Pennsylvania
$7.07M -$1.04M -7,685 -12%
CFGS
410
Concourse Financial Group Securities
Alabama
$7.04M -$176K -1,302 -2%
EFG
411
Everhart Financial Group
Ohio
$7.03M +$1.34M +9,935 +21%
GAM
412
Gemmer Asset Management
California
$7.01M +$2.46M +18,211 +47%
CFP
413
Curran Financial Partners
South Carolina
$6.92M +$582K +4,303 +8%
MAM
414
McLean Asset Management
Virginia
$6.91M +$386K +2,853 +5%
KCM
415
Karp Capital Management
California
$6.9M +$310K +2,297 +4%
APC
416
Asset Planning Corporation
Tennessee
$6.9M +$69.7K +516 +0.9%
SWA
417
Sax Wealth Advisors
New Jersey
$6.83M +$549K +4,062 +8%
RA
418
Riversedge Advisors
Delaware
$6.8M +$545K +4,030 +8%
RSWM
419
Robertson Stephens Wealth Management
California
$6.79M -$2.24M -16,605 -23%
TCA
420
Transcend Capital Advisors
New Jersey
$6.79M +$19.7K +146 +0.3%
RWA
421
Redhawk Wealth Advisors
Minnesota
$6.76M +$210K +1,554 +3%
SSW
422
Stone Summit Wealth
Florida
$6.75M +$724K +5,354 +11%
APG
423
Abacus Planning Group
South Carolina
$6.69M +$1.47M +10,899 +25%
TFA
424
TPG Financial Advisors
Oregon
$6.66M -$408K -3,019 -5%
FHA
425
First Horizon Advisors
Tennessee
$6.66M -$338K -2,500 -4%
15 16
17
18 19