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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
426
Farther Finance Advisors
California
$11M +$122K +794 +1%
EFS
427
Essex Financial Services
Connecticut
$11M +$620K +4,025 +6%
EIP
428
Ellis Investment Partners
Pennsylvania
$11M +$301K +1,952 +3%
DPI
429
Diversified Portfolios Inc
Michigan
$10.9M +$82.9K +538 +0.8%
WCM
430
Windham Capital Management
Massachusetts
$10.9M -$1.07M -6,919 -9%
NB
431
NBT Bank
New York
$10.9M +$1.75M +11,365 +20%
FHA
432
First Horizon Advisors
Tennessee
$10.9M +$1.87M +12,150 +22%
AP
433
Americana Partners
Texas
$10.9M -$401K -2,602 -4%
CFSG
434
Clark Financial Services Group
Missouri
$10.8M +$59.7K +387 +0.6%
AA
435
Aire Advisors
California
$10.8M -$237K -1,539 -2%
AIS
436
American Investment Services
Massachusetts
$10.8M -$147K -956 -1%
RWI
437
Red Wave Investments
Pennsylvania
$10.8M -$12.5K -81 -0.1%
CA
438
CGN Advisors
Kansas
$10.8M +$703K +4,562 +7%
BBWP
439
Beacon Bridge Wealth Partners
Pennsylvania
$10.8M +$2.72M +17,649 +36%
FAP
440
Financial Advisory Partners
Florida
$10.7M -$1.36M -8,791 -12%
FPAS
441
Focus Partners Advisor Solutions
Missouri
$10.7M +$2.99M +19,403 +42%
EFG
442
Everhart Financial Group
Ohio
$10.7M +$928K +6,017 +10%
OWA
443
Outlook Wealth Advisors
Texas
$10.7M +$277K +1,800 +3%
SWM
444
Soundmark Wealth Management
Washington
$10.7M +$908K +5,887 +10%
AWM
445
AE Wealth Management
Kansas
$10.5M -$56.7M -367,852 -85%
RFG
446
REAP Financial Group
Texas
$10.5M -$255K -1,656 -3%
MAG
447
Mokosak Advisory Group
Iowa
$10.4M +$426K +2,761 +5%
CI
448
CX Institutional
Indiana
$10.4M +$812K +5,268 +9%
KFGK
449
Keystone Financial Group (Kentucky)
Kentucky
$10.4M -$259K -1,678 -3%
SCA
450
Snowden Capital Advisors
New York
$10.4M +$472K +3,060 +5%
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