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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
476
Burleson & Co
California
$1.66M +$1.58M +13,720 New
WTFG
477
Wells Trecaso Financial Group
Ohio
$1.66M -$94.7K -820 -6%
HB
478
Homrich & Berg
Georgia
$1.64M +$27.5K +238 +2%
BUB
479
BBVA USA Bancshares
Texas
$1.64M +$7.85K +68 +0.5%
AWM
480
Altium Wealth Management
New York
$1.62M -$75.4K -653 -5%
CANC
481
Culbertson A N & Co
Virginia
$1.6M +$319K +2,762 +26%
WGCA
482
Wolf Group Capital Advisors
Virginia
$1.6M +$169K +1,460 +12%
KPWG
483
KFA Private Wealth Group
Virginia
$1.6M +$1.54M +13,321 New
NSAM
484
North Star Asset Management
Wisconsin
$1.58M -$26K -225 -2%
KWM
485
Kingsview Wealth Management
Oregon
$1.56M -$316K -2,740 -17%
V
486
Veritable
Delaware
$1.54M +$567K +4,909 +62%
CFG
487
Citizens Financial Group
Rhode Island
$1.53M +$1.36M +11,754 +1,197%
WP
488
WealthPLAN Partners
Nebraska
$1.51M -$10K -87 -0.7%
GC
489
Gibson Capital
Pennsylvania
$1.5M – – –
RFN
490
RDA Financial Network
Iowa
$1.49M -$76.8K -665 -5%
VAS
491
Vestmark Advisory Solutions
Massachusetts
$1.46M +$10.3K +89 +0.7%
HFM
492
Hartford Financial Management
Connecticut
$1.46M – – –
KPW
493
Kore Private Wealth
New York
$1.46M – – –
SFWC
494
Strategic Family Wealth Counselors
New Jersey
$1.45M +$200K +1,731 +17%
HSWM
495
Hubbell Strickland Wealth Management
Louisiana
$1.43M -$76.4K -662 -5%
JFG
496
JMG Financial Group
Illinois
$1.43M -$74.5K -645 -5%
FCH
497
Freestone Capital Holdings
Washington
$1.43M – – –
BPWA
498
Beacon Pointe Wealth Advisors
California
$1.43M +$199K +1,725 +17%
I
499
IberiaBank
Louisiana
$1.41M +$277K +2,399 +26%
FHA
500
Flagship Harbor Advisors
Massachusetts
$1.39M +$27.1K +235 +2%
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