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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
451
Payne Capital Management
New York
$13.5M +$2.23M +12,321 +21%
MAS
452
Madden Advisory Services
Florida
$13.4M -$330K -1,822 -2%
CAL
453
Capital Analysts LLC
Pennsylvania
$13.2M +$2.09M +11,569 +20%
CW
454
Cooksen Wealth
Texas
$13.1M +$980K +5,415 +8%
BBWP
455
Beacon Bridge Wealth Partners
Pennsylvania
$13.1M +$250K +1,381 +2%
WCM
456
Weaver Capital Management
Georgia
$13M +$60.5K +334 +0.5%
5SA
457
5th Street Advisors
Connecticut
$13M +$193K +1,066 +2%
KF
458
Krilogy Financial
Missouri
$12.9M +$7.05M +38,952 +126%
WFA
459
Wellspring Financial Advisors
Ohio
$12.9M -$1.46M -8,060 -0.9%
MCA
460
Maryland Capital Advisors
Maryland
$12.9M -$90.7K -501 -0.7%
AP
461
Americana Partners
Texas
$12.9M +$545K +3,010 +5%
CM
462
Cercano Management
Washington
$12.9M – – –
PF
463
Prosperitas Financial
California
$12.8M +$60.1K +332 +0.5%
SC
464
SouthState Corp
Florida
$12.8M -$10M -55,291 -45%
SPC
465
Sigma Planning Corp
Michigan
$12.7M -$300K -1,655 -2%
AWA
466
Arkadios Wealth Advisors
Georgia
$12.7M -$2.37M -13,079 -16%
LPAM
467
Lodestar Private Asset Management
California
$12.7M +$228K +1,258 +2%
ML
468
Mayport LLC
Massachusetts
$12.6M +$79.3K +438 +0.7%
OIA
469
OneDigital Investment Advisors
Kansas
$12.6M +$1.88M +10,375 +18%
GWM
470
Greenhouse Wealth Management
Connecticut
$12.5M -$1.03M -5,702 -8%
HIA
471
HTG Investment Advisors
Connecticut
$12.5M +$1.59M +8,776 +15%
FHC
472
First Heartland Consultants
Missouri
$12.5M +$622K +3,436 +5%
TCOTS
473
Trust Company of the South
North Carolina
$12.4M – – –
BEI
474
Benjamin Edwards Inc
Missouri
$12.3M +$358K +1,977 +3%
AFP
475
Ausdal Financial Partners
Iowa
$12.2M +$2.66M +14,687 +29%
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