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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SGWM
401
Sterling Group Wealth Management
California
$9.48M -$6.78M -47,332 -41%
RWI
402
Red Wave Investments
Pennsylvania
$9.47M -$219K -1,529 -2%
SPC
403
Sigma Planning Corp
Michigan
$9.46M -$523K -3,647 -5%
VNA
404
Valley National Advisers
Pennsylvania
$9.43M +$898K +6,269 +10%
WCA
405
Waypoint Capital Advisors
Minnesota
$9.42M +$726K +5,068 +8%
TPW
406
Tiller Private Wealth
Pennsylvania
$9.42M +$17.3K +121 +0.2%
DWM
407
Dakota Wealth Management
Florida
$9.41M +$8.77M +61,209 +870%
AA
408
Aire Advisors
California
$9.39M -$975K -6,803 -9%
SFG
409
Sovereign Financial Group
Connecticut
$9.33M +$769K +5,365 +9%
CFSG
410
Clark Financial Services Group
Missouri
$9.31M -$89K -621 -0.9%
EA
411
Emerald Advisors
Washington
$9.31M +$537K +3,748 +6%
AIS
412
American Investment Services
Massachusetts
$9.28M -$160K -1,114 -2%
FAM
413
Frontier Asset Management
Wyoming
$9.25M -$2.52M -17,573 -21%
BCG
414
Breakwater Capital Group
New Jersey
$9.2M +$2.12M +14,789 +28%
QCM
415
QRG Capital Management
Illinois
$9.2M +$9.55M +66,681 New
BGDI
416
BW Gestao de Investimentos
Brazil
$9.16M +$9.51M +66,400 New
IA
417
IFG Advisory
Georgia
$9.12M +$253K +1,765 +3%
JWCA
418
J.W. Cole Advisors
Florida
$9.12M +$70.1K +489 +0.7%
KFGK
419
Keystone Financial Group (Kentucky)
Kentucky
$9.09M -$664K -4,632 -7%
PCFFS
420
Pacific Center for Financial Services
California
$9.09M +$9.44M +65,876 New
NAS
421
Nicolet Advisory Services
Wisconsin
$9.06M +$249K +1,736 +3%
DPI
422
Diversified Portfolios Inc
Michigan
$9.06M -$24.6K -172 -0.3%
MAS
423
Madden Advisory Services
Florida
$9.05M +$1.18M +8,239 +14%
AWS
424
Aspen Wealth Strategies
Colorado
$9.04M -$120K -841 -1%
RPWA
425
Regent Peak Wealth Advisors
Georgia
$8.88M -$44.3K -309 -0.5%
15 16
17
18 19