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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
401
Cherry Tree Wealth Management
Minnesota
$18.5M -$913K -4,558 -5%
FWP
402
Falcon Wealth Planning
California
$18.4M -$268K -1,339 -1%
LEA
403
Legacy Edge Advisors
New York
$18.3M -$1.32M -6,602 -7%
SFA
404
Souders Financial Advisors
Ohio
$18.3M +$238K +1,187 +1%
BRWA
405
B. Riley Wealth Advisors
Florida
$18.2M -$4.56M -22,790 -19%
CI
406
CX Institutional
Indiana
$18.1M +$544K +2,717 +3%
BA
407
Blueline Advisors
New Hampshire
$18.1M +$178K +890 +1%
B
408
Barings
North Carolina
$18.1M +$18.5M +92,190 New
WIC
409
Whitegate Investment Counselors
New Hampshire
$18.1M +$227K +1,133 +1%
FPAS
410
Focus Partners Advisor Solutions
Missouri
$18M -$1.92M -9,566 -9%
JIG
411
Junk Investment Group
Maryland
$18M +$18.4M +91,935 New
PIAS
412
PCA Investment Advisory Services
Ohio
$18M +$1.46M +7,311 +9%
I
413
INVST
Indiana
$17.9M +$15.3M +76,566 +519%
WDL
414
Well Done LLC
Michigan
$17.9M +$62.7K +313 +0.3%
GSIS
415
Global Strategic Investment Solutions
Arizona
$17.8M +$28.8K +144 +0.2%
PFA
416
Pure Financial Advisors
California
$17.7M -$454K -2,269 -2%
BDF
417
Black Diamond Financial
Maryland
$17.7M -$8.96M -44,731 -33%
CAL
418
Capital Analysts LLC
Pennsylvania
$17.7M +$1.33M +6,642 +8%
DFG
419
DiPaolo Financial Group
Florida
$17.6M +$3.31M +16,543 +23%
SSW
420
Stone Summit Wealth
Florida
$17.6M -$1.12M -5,614 -6%
IWM
421
Inlight Wealth Management
Georgia
$17.5M +$2.05M +10,228 +13%
TIM
422
Tortoise Investment Management
New York
$17.5M +$175K +873 +1%
FUBT
423
First United Bank & Trust
Maryland
$17.4M -$290K -1,450 -2%
BFS
424
Beacon Financial Strategies
North Carolina
$17.4M -$1,000K -4,992 -5%
FNBOO
425
First National Bank of Omaha
Nebraska
$17.3M -$53.5K -267 -0.3%
15 16
17
18 19