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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
426
Twin Capital Management
Pennsylvania
$1.97M -$514K -4,902 -21%
CAL
427
Capital Advisors Ltd
Ohio
$1.96M -$24.7K -236 -1%
BAM
428
Baldrige Asset Management
Pennsylvania
$1.96M -$18.8K -179 -0.9%
CG
429
Caprock Group
Idaho
$1.96M -$214K -2,040 -10%
SSWM
430
Sheets Smith Wealth Management
North Carolina
$1.95M – – –
WA
431
Wilshire Advisors
California
$1.94M -$514K -4,902 -21%
LSA
432
L & S Advisors
California
$1.92M +$96K +916 +5%
KPWS
433
Kestra Private Wealth Services
Texas
$1.91M +$1.9M +18,111 New
GLA
434
Great Lakes Advisors
Illinois
$1.9M – – –
JHCP
435
Jackson Hole Capital Partners
Oklahoma
$1.86M – – –
CWC
436
Carolinas Wealth Consulting
North Carolina
$1.86M -$472K -4,505 -20%
KLI
437
Kelman-Lazarov Inc
Tennessee
$1.84M -$228K -2,177 -11%
BC
438
Burney Company
Virginia
$1.84M -$78.2K -746 -4%
WANY
439
Wealthspire Advisors (New York)
New York
$1.84M -$19.8K -189 -1%
CA
440
Cambridge Associates
Massachusetts
$1.83M -$294K -2,809 -14%
APG
441
Abacus Planning Group
South Carolina
$1.82M -$121K -1,157 -6%
VFP
442
Verus Financial Partners
Virginia
$1.82M +$1.83M +17,442 New
CANC
443
Culbertson A N & Co
Virginia
$1.82M +$150K +1,430 +9%
NWS
444
Newport Wealth Strategies
California
$1.82M +$1.45M +13,865 +392%
PCA
445
Personal Capital Advisors
California
$1.82M +$54.5K +520 +3%
EW
446
Evoke Wealth
California
$1.81M +$1.58M +15,065 +673%
SFP
447
Strategic Financial Partners
Oregon
$1.8M +$196K +1,871 +12%
UB
448
UMB Bank
Missouri
$1.79M – – –
CP
449
CornerStone Partners
Virginia
$1.77M – – –
DTC
450
Davidson Trust Company
Washington
$1.76M -$24.8K -237 -1%
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