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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
451
Arden Trust
Delaware
$10.4M +$182K +1,180 +2%
RPGK
452
Retirement Planning Group (Kansas)
Kansas
$10.3M +$7.92M +51,406 +443%
RPWA
453
Regent Peak Wealth Advisors
Georgia
$10.2M +$75.2K +488 +0.8%
TCA
454
Transcend Capital Advisors
New Jersey
$10.1M -$1.46M -9,503 -13%
CBFP
455
Cedar Brook Financial Partners
Ohio
$10M -$180K -1,170 -2%
MCA
456
Maryland Capital Advisors
Maryland
$10M -$154K -998 -2%
TIM
457
Tortoise Investment Management
New York
$9.96M +$600K +3,894 +7%
EA
458
Emerald Advisors
Washington
$9.94M +$267K +1,731 +3%
PI
459
PFG Investments
New York
$9.86M +$7.86M +50,960 +532%
LPAM
460
Lodestar Private Asset Management
California
$9.85M -$19.3K -125 -0.2%
5SA
461
5th Street Advisors
Connecticut
$9.78M +$844K +5,473 +10%
AWM
462
Avior Wealth Management
Nebraska
$9.71M -$518K -3,362 -5%
IGWM
463
ICA Group Wealth Management
Colorado
$9.63M -$345K -2,238 -4%
BCM
464
BTC Capital Management
Iowa
$9.63M +$9.11M +59,125 New
CIC
465
Cutler Investment Counsel
Oregon
$9.55M -$479K -3,110 -5%
VBWMG
466
Von Berge Wealth Management Group
California
$9.45M +$674K +4,371 +8%
KCM
467
Kathmere Capital Management
Pennsylvania
$9.44M +$1.19M +7,699 +15%
CFO
468
Collective Family Office
Pennsylvania
$9.41M -$281K -1,823 -3%
LSIA
469
LaSalle St. Investment Advisors
Illinois
$9.34M +$431K +2,799 +5%
ZF
470
Zhang Financial
Michigan
$9.31M -$308K -1,995 -3%
OCPWS
471
One Charles Private Wealth Services
Massachusetts
$9.3M +$125K +808 +1%
CB
472
Commerce Bank
Missouri
$9.23M +$468K +3,038 +6%
HWA
473
Heritage Wealth Advisors
Virginia
$9.21M -$31.6K -205 -0.4%
SIAM
474
Sterling Investment Advisors (Missouri)
Missouri
$9.21M +$683K +4,430 +8%
SFP
475
Sandbox Financial Partners
Maryland
$9.19M +$55K +357 +0.6%
17 18
19
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