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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
401
Altus Wealth Management
Kentucky
$10M -$306K -2,220 -3%
CAM
402
Clark Asset Management
New Hampshire
$10M +$9.85M +71,489 New
AWP
403
Ascent Wealth Partners
New York
$9.96M +$315K +2,290 +3%
FAP
404
Financial Advisory Partners
Florida
$9.93M -$302K -2,189 -3%
RWI
405
Red Wave Investments
Pennsylvania
$9.91M -$210K -1,524 -2%
KDA
406
Kraft Davis & Associates
Missouri
$9.9M +$9.5M +68,991 New
TC
407
TownSquare Capital
Utah
$9.88M +$9.24M +67,055 +2,031%
BBWP
408
Beacon Bridge Wealth Partners
Pennsylvania
$9.86M +$9.68M +70,251 New
ACM
409
Advisors Capital Management
New Jersey
$9.86M +$952K +6,910 +11%
SWM
410
Southern Wealth Management
Texas
$9.83M +$2.57M +18,645 +36%
DPI
411
Diversified Portfolios Inc
Michigan
$9.82M +$394K +2,863 +4%
CFSG
412
Clark Financial Services Group
Missouri
$9.79M +$142K +1,030 +1%
KFGK
413
Keystone Financial Group (Kentucky)
Kentucky
$9.77M -$85.8K -623 -0.9%
IA
414
IFG Advisory
Georgia
$9.71M +$348K +2,529 +4%
RPWA
415
Regent Peak Wealth Advisors
Georgia
$9.7M +$2.2K +16 +0%
CWAG
416
Compton Wealth Advisory Group
Virginia
$9.68M +$17.5K +127 +0.2%
APP
417
Avantax Planning Partners
Iowa
$9.62M -$139K -1,010 -1%
BBA
418
BLB&B Advisors
Pennsylvania
$9.57M +$970K +7,040 +12%
EPA
419
Element Pointe Advisors
Florida
$9.47M +$3.41M +24,745 +58%
PWM
420
Perigon Wealth Management
California
$9.46M +$6.07M +44,045 +189%
ICMARC
421
International City Management Association Retirement Corp
District of Columbia
$9.38M +$9.2M +66,800 New
TPW
422
Tiller Private Wealth
Pennsylvania
$9.28M +$429K +3,115 +5%
SSW
423
Stone Summit Wealth
Florida
$9.26M +$1.55M +11,288 +21%
CWP
424
Cyndeo Wealth Partners
Florida
$9.25M +$9.07M +65,869 New
WAP
425
Wealthcare Advisory Partners
Pennsylvania
$9.22M +$167K +1,215 +2%
15 16
17
18 19