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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
451
IHT Wealth Management
Illinois
$17.5M +$940K +4,500 +6%
SAM
452
Smartleaf Asset Management
Massachusetts
$17.5M – – –
EGA
453
E&G Advisors
Texas
$17.3M +$267K +1,281 +2%
OIA
454
OneDigital Investment Advisors
Kansas
$17.3M +$501K +2,399 +3%
HNH
455
Hopwood Nicholas Hunter
$17.3M +$374K +1,789 +2%
GIA
456
Gladstone Institutional Advisory
Florida
$17.3M +$795K +3,809 +5%
GAM
457
Gemmer Asset Management
California
$17.2M -$648K -3,101 -4%
CCFM
458
Clear Creek Financial Management
Washington
$17.2M +$5.38M +25,758 +49%
MAG
459
Members Advisory Group
New York
$17.1M -$328K -1,572 -2%
TF
460
Threadgill Financial
Texas
$17.1M +$3.93M +18,812 +32%
CWA
461
Crusonia Wealth Advisors
Colorado
$17M +$752K +3,603 +5%
BHWM
462
Bay Harbor Wealth Management
Maryland
$17M -$264K -1,262 -2%
MLRA
463
Main Line Retirement Advisors
Montana
$17M -$7.73K -37 -0%
KG
464
Kilter Group
New York
$16.9M +$6.86M +32,834 +74%
EA
465
Eclectic Associates
California
$16.9M -$262K -1,257 -2%
SF
466
SWP Financial
California
$16.8M -$3.68M -17,614 -19%
M
467
MATAURO
New York
$16.7M +$1.65M +7,912 +12%
ETC
468
Exchange Traded Concepts
Oklahoma
$16.7M +$2.27M +10,863 +17%
WS
469
Wedbush Securities
California
$16.7M +$412K +1,975 +3%
CCA
470
Cora Capital Advisors
New Jersey
$16.6M +$204K +977 +1%
MMA
471
Miracle Mile Advisors
California
$16.6M +$375K +1,798 +2%
SWA
472
Sax Wealth Advisors
New Jersey
$16.6M +$7.59M +36,327 +75%
IC
473
IEQ Capital
California
$16.6M -$1.17M -5,585 -7%
CBA
474
Coastal Bridge Advisors
Connecticut
$16.5M +$2.08M +9,945 +15%
PWM
475
Perigon Wealth Management
California
$16.5M +$383K +1,833 +2%
17 18
19
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