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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
451
Maryland Capital Advisors
Maryland
$9.36M -$17K -121 -0.2%
AT
452
Arden Trust
Delaware
$9.34M -$82K -583 -0.9%
RPWA
453
Regent Peak Wealth Advisors
Georgia
$9.26M -$347K -2,463 -4%
AWM
454
Apollon Wealth Management
South Carolina
$9.26M +$33.6K +239 +0.4%
CIC
455
Cutler Investment Counsel
Oregon
$9.23M +$1.35M +9,590 +18%
CA
456
CGN Advisors
Kansas
$9.22M +$2.14M +15,236 +33%
IGWM
457
ICA Group Wealth Management
Colorado
$9.18M +$1.86M +13,236 +27%
MAG
458
Mokosak Advisory Group
Iowa
$9.17M +$128K +912 +2%
SCA
459
Snowden Capital Advisors
New York
$9.1M +$235K +1,668 +3%
TPW
460
Tiller Private Wealth
Pennsylvania
$9.08M -$1.06M -7,539 -11%
LPAM
461
Lodestar Private Asset Management
California
$9.06M +$53.5K +380 +0.6%
CPRC
462
Consolidated Portfolio Review Corp
New York
$9.02M -$270K -1,922 -3%
WP
463
WealthShield Partners
North Carolina
$8.93M -$14.4M -102,288 -63%
EFG
464
Everhart Financial Group
Ohio
$8.92M +$43.8K +311 +0.5%
SWM
465
Soundmark Wealth Management
Washington
$8.92M +$702K +4,993 +9%
CFO
466
Collective Family Office
Pennsylvania
$8.91M -$34K -242 -0.4%
EA
467
Emerald Advisors
Washington
$8.86M -$1.15M -8,199 -12%
ZF
468
Zhang Financial
Michigan
$8.84M -$304K -2,163 -4%
ATC
469
Advantage Trust Company
Kansas
$8.82M +$8.3M +59,022 New
CI
470
CX Institutional
Indiana
$8.78M +$8.27M +58,753 New
AA
471
Ancora Advisors
Ohio
$8.74M +$1.57M +11,129 +24%
AA
472
Ashford Advisors
New York
$8.63M -$820K -5,827 -9%
TIM
473
Tortoise Investment Management
New York
$8.56M -$287K -2,042 -3%
BSHC
474
Breed's Hill Capital
Massachusetts
$8.55M +$8.05M +57,188 New
HWA
475
Heritage Wealth Advisors
Virginia
$8.49M +$7.96M +56,561 +27,591%
17 18
19
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