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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
501
Ausdal Financial Partners
Iowa
$15M +$267K +1,281 +2%
WFA
502
Wellspring Financial Advisors
Ohio
$15M -$146K -700 -1%
WC
503
Weil Company
California
$15M +$14.4M +68,752 New
FHC
504
First Heartland Consultants
Missouri
$14.9M -$364K -1,741 -2%
JIC
505
Joel Isaacson & Co
New York
$14.9M +$2.84M +13,591 +25%
UF
506
Univest Financial
Pennsylvania
$14.9M +$1.45M +6,925 +11%
GFA
507
Gallagher Fiduciary Advisors
Illinois
$14.9M +$181K +866 +1%
MAS
508
Madden Advisory Services
Florida
$14.9M +$759K +3,633 +6%
VU
509
Valence8 US
Massachusetts
$14.7M +$8M +38,300 +132%
HFS
510
Hoge Financial Services
Pennsylvania
$14.6M -$59.1K -283 -0.4%
KF
511
Krilogy Financial
Missouri
$14.5M -$122K -583 -0.9%
CFO
512
Collective Family Office
Pennsylvania
$14.5M +$473K +2,265 +4%
ZF
513
Zhang Financial
Michigan
$14.5M +$135K +646 +1%
LFP
514
Leeward Financial Partners
Washington
$14.4M +$303K +1,451 +2%
BBWP
515
Beacon Bridge Wealth Partners
Pennsylvania
$14.4M -$2.75M -13,172 -17%
BWP
516
BlueStem Wealth Partners
Minnesota
$14.3M +$2.26M +10,804 +20%
FM
517
Family Management
New York
$14.3M +$2.22M +10,608 +19%
EA
518
Emerald Advisors
Washington
$14.3M -$622K -2,977 -4%
5SA
519
5th Street Advisors
Connecticut
$14.3M -$41.1K -197 -0.3%
TAM
520
Titleist Asset Management
Texas
$14.2M -$250K -1,199 -2%
PFPG
521
Pinnacle Financial Partners (Georgia)
Georgia
$14.2M +$1.55M +7,439 +13%
PF
522
Prosperitas Financial
California
$14.2M +$161K +771 +1%
OSAM
523
O'Shaughnessy Asset Management
Connecticut
$14.2M -$2.54M -12,169 -16%
MA
524
Macro Advisors
Pennsylvania
$14.1M +$1.76M +8,427 +15%
MFP
525
Meramec Financial Planners
Missouri
$14M +$470K +2,251 +4%
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