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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
426
Beaumont Asset Management
Texas
$6.88M +$7.36M +52,210 New
FLA
427
Financial Life Advisors
Texas
$6.86M +$1.07M +7,580 +17%
MAM
428
McLean Asset Management
Virginia
$6.85M +$72.2K +512 +1%
CFP
429
Curran Financial Partners
South Carolina
$6.83M +$881K +6,243 +14%
TIM
430
Tortoise Investment Management
New York
$6.8M +$605K +4,287 +9%
RWP
431
RWA Wealth Partners
Massachusetts
$6.79M +$6.93M +49,130 +2,084%
SWA
432
Sax Wealth Advisors
New Jersey
$6.76M +$80.5K +571 +1%
RA
433
Riversedge Advisors
Delaware
$6.73M +$2M +14,160 +38%
DPI
434
Diversified Portfolios Inc
Michigan
$6.73M -$618K -4,378 -8%
MWM
435
Merriman Wealth Management
Washington
$6.67M +$208K +1,476 +3%
PA
436
Prism Advisors
California
$6.66M -$129K -913 -2%
NAS
437
Nicolet Advisory Services
Wisconsin
$6.66M +$72.6K +515 +1%
IIC
438
Integrated Investment Consultants
Michigan
$6.63M +$111K +785 +2%
FFC
439
Fure Financial Corporation
Minnesota
$6.61M +$7.07M +50,148 New
PAS
440
Park Avenue Securities
New York
$6.58M +$394K +2,796 +6%
TYCC
441
Texas Yale Capital Corp
Florida
$6.58M -$356K -2,523 -5%
MOS
442
MGO One Seven
Ohio
$6.58M -$1.57M -11,152 -18%
5L
443
55I LLC
Massachusetts
$6.55M +$1.19M +8,456 +21%
BAM
444
Belpointe Asset Management
Nevada
$6.51M +$3.8M +26,938 +120%
SSW
445
Stone Summit Wealth
Florida
$6.5M +$2.67M +18,911 +62%
EC
446
Estate Counselors
Wisconsin
$6.44M +$4.05M +28,685 +142%
RCG
447
Regatta Capital Group
California
$6.44M -$293K -2,076 -4%
WPWM
448
Windward Private Wealth Management
Kansas
$6.43M -$382K -2,705 -5%
RWRC
449
R.W. Roge & Company
New York
$6.43M +$931K +6,597 +16%
GWM
450
Gray Wealth Management
Maine
$6.39M +$1.39M +9,875 +26%
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