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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
401
Greenup Street Wealth Management
Michigan
$9.16M +$1.64M +11,687 +21%
WCM
402
Windham Capital Management
Massachusetts
$9.14M -$2.57M -18,333 -22%
CFSG
403
Clark Financial Services Group
Missouri
$9.13M -$502K -3,579 -5%
CWP
404
Cyndeo Wealth Partners
Florida
$9.12M +$22.9K +163 +0.2%
RWA
405
Redhawk Wealth Advisors
Minnesota
$9.11M +$929K +6,619 +11%
AWS
406
Aspen Wealth Strategies
Colorado
$9.08M +$83.6K +596 +0.9%
RPWA
407
Regent Peak Wealth Advisors
Georgia
$9M -$546K -3,888 -6%
5SA
408
5th Street Advisors
Connecticut
$8.99M +$5.12M +36,522 +128%
JWCA
409
J.W. Cole Advisors
Florida
$8.99M +$83.8K +597 +0.9%
OPPS
410
Obsidian Personal Planning Solutions
Maryland
$8.86M +$151K +1,079 +2%
WAP
411
Wealthcare Advisory Partners
Pennsylvania
$8.83M -$240K -1,710 -3%
MMPW
412
Mitchell McLeod Pugh & Williams
Alabama
$8.81M +$1.42M +10,104 +19%
LPAM
413
Lodestar Private Asset Management
California
$8.74M +$122K +871 +1%
VA
414
Valmark Advisers
Ohio
$8.73M +$724K +5,161 +9%
CBFP
415
Cedar Brook Financial Partners
Ohio
$8.62M +$574K +4,087 +7%
CWM
416
Cranbrook Wealth Management
Michigan
$8.58M -$2.03M -14,457 -19%
GAM
417
Gemmer Asset Management
California
$8.57M +$374K +2,662 +4%
IWC
418
Integrated Wealth Concepts
Massachusetts
$8.56M +$2.27M +16,163 +35%
HNB
419
Huntington National Bank
Ohio
$8.51M – – –
AM
420
AGF Management
Ontario, Canada
$8.51M -$83.5K -595 -1%
TIM
421
Tortoise Investment Management
New York
$8.48M +$120K +852 +1%
GWSA
422
Global Wealth Strategies & Associates
Colorado
$8.4M +$2.2M +15,681 +35%
BAM
423
Beaumont Asset Management
Texas
$8.39M -$24.7K -176 -0.3%
CPIG
424
Chicago Partners Investment Group
Illinois
$8.38M -$79K -563 -0.9%
SC
425
Savant Capital
Illinois
$8.32M +$1.65M +11,772 +24%
15 16
17
18 19