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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
AB
426
Atlas Brown
Kentucky
$2.95M -$40.6K -361 -1%
ACM
427
Advisors Capital Management
New Jersey
$2.95M +$340K +3,023 +14%
CFAM
428
Center For Asset Management
Florida
$2.94M +$2.78M +24,722 New
IAA
429
Ironsides Asset Advisors
North Carolina
$2.94M – – –
TA
430
Tiedemann Advisors
New York
$2.93M +$112 +1 +0%
CBFP
431
Cedar Brook Financial Partners
Ohio
$2.91M +$442K +3,932 +19%
SW
432
SlateStone Wealth
Florida
$2.91M -$125K -1,111 -4%
MCWS
433
McKinley Carter Wealth Services
West Virginia
$2.91M +$2.75M +24,475 New
MA
434
Mutual Advisors
Nebraska
$2.9M +$90.3K +803 +3%
TNB
435
TCF National Bank
South Dakota
$2.9M -$84.8K -754 -3%
QIM
436
Quest Investment Management
Oregon
$2.86M -$13.8M -122,920 -84%
ASN
437
Advisory Services Network
Georgia
$2.85M -$47.8K -425 -2%
MSFS
438
Main Street Financial Solutions
Pennsylvania
$2.83M +$2.67M +23,787 New
GIA
439
Gladstone Institutional Advisory
Florida
$2.79M +$2.04M +18,141 +344%
ECA
440
Elevated Capital Advisors
Utah
$2.78M -$117K -1,042 -4%
KPWS
441
Kestra Private Wealth Services
Texas
$2.77M +$608K +5,409 +30%
WA
442
Waddell & Associates
Tennessee
$2.76M -$48.9K -435 -2%
EA
443
Emerald Advisors
Washington
$2.75M -$736K -6,548 -22%
UBG
444
United Bank (Georgia)
Georgia
$2.75M -$16K -142 -0.6%
EA
445
Eclectic Associates
California
$2.72M +$2.57M +22,878 New
FHA
446
First Horizon Advisors
Tennessee
$2.67M +$11.5K +102 +0.5%
SWM
447
Soundmark Wealth Management
Washington
$2.66M +$2.52M +22,390 New
RWA
448
Redhawk Wealth Advisors
Minnesota
$2.66M -$146K -1,301 -6%
ECG
449
Edge Capital Group
Georgia
$2.64M +$83K +738 +3%
CA
450
Cetera Advisors
Colorado
$2.64M +$21.9K +195 +0.9%
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