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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
501
Mokosak Advisory Group
Iowa
$5.19M -$287K -1,966 -5%
V
502
Veritable
Delaware
$5.14M +$860K +5,893 +20%
BCI
503
Brinker Capital Investments
Pennsylvania
$5.13M +$287K +1,967 +6%
IGWM
504
ICA Group Wealth Management
Colorado
$5.12M +$5.22M +35,764 New
HIA
505
Harbor Investment Advisory
Maryland
$5.11M +$798K +5,472 +19%
APC
506
Asset Planning Corporation
Tennessee
$5.1M +$109K +746 +2%
GAM
507
Gemmer Asset Management
California
$5.05M +$526K +3,606 +12%
WEG
508
World Equity Group
Illinois
$5M +$4.93M +33,801 New
PCA
509
Permit Capital Advisors
Pennsylvania
$4.98M +$4.82M +33,031 New
MPW
510
MA Private Wealth
California
$4.97M -$330K -2,264 -6%
BWM
511
Benchmark Wealth Management
Connecticut
$4.96M +$166K +1,141 +4%
PFO
512
Pathstone Family Office
New Jersey
$4.9M -$99.2K -680 -2%
CGL
513
Clarius Group LLC
Washington
$4.86M – – –
NWM
514
Northwest Wealth Management
Iowa
$4.83M -$12.3K -84 -0.3%
HAS
515
Holland Advisory Services
Florida
$4.82M -$611K -4,188 -11%
ASN
516
Advisory Services Network
Georgia
$4.81M +$574K +3,936 +14%
SC
517
Scotia Capital
Ontario, Canada
$4.8M +$3.98M +27,289 +522%
MW
518
Marcum Wealth
Ohio
$4.8M -$829K -5,680 -15%
LSAG
519
Lake Street Advisors Group
New Hampshire
$4.78M +$74.4K +510 +2%
WIM
520
Warwick Investment Management
Texas
$4.75M +$4.26M +29,204 +983%
KJWM
521
Kiley Juergens Wealth Management
Washington
$4.72M +$1.94M +13,310 +71%
DB
522
Dravo Bay
Delaware
$4.72M +$186K +1,275 +4%
SWA
523
Stratos Wealth Advisors
Ohio
$4.71M -$10.3M -70,909 -69%
AWA
524
Amplius Wealth Advisors
Pennsylvania
$4.7M +$739K +5,064 +19%
LA
525
Latitude Advisors
Florida
$4.7M +$2.87M +19,681 +163%
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