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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
501
Safir Wealth Advisors
New Hampshire
$10.8M +$147K +870 +1%
QWP
502
Quotient Wealth Partners
Texas
$10.7M -$230K -1,364 -2%
AWM
503
Apollon Wealth Management
South Carolina
$10.7M +$1.69M +9,977 +20%
IC
504
IEQ Capital
California
$10.7M -$5.52M -32,668 -35%
KFGK
505
Keystone Financial Group (Kentucky)
Kentucky
$10.7M -$106K -628 -1%
MF
506
Manuka Financial
Virginia
$10.6M -$217K -1,284 -2%
VBWMG
507
Von Berge Wealth Management Group
California
$10.6M +$135K +798 +1%
PCM
508
Payne Capital Management
New York
$10.6M +$354K +2,095 +4%
CWM
509
Cranbrook Wealth Management
Michigan
$10.5M +$761K +4,506 +8%
AIS
510
American Investment Services
Massachusetts
$10.5M -$480K -2,843 -5%
WSFS
511
Wilmington Savings Fund Society
Delaware
$10.4M +$1.54M +9,135 +18%
CAL
512
Capital Analysts LLC
Pennsylvania
$10.4M +$251K +1,484 +3%
GSC
513
G&S Capital
Colorado
$10.4M -$92.1K -545 -0.9%
AWM
514
Axxcess Wealth Management
California
$10.4M +$6.46M +38,254 +185%
HC
515
Hurley Capital
New York
$10.4M +$832K +4,926 +9%
HNB
516
Huntington National Bank
Ohio
$10.3M – – –
WS
517
Wedbush Securities
California
$10.3M +$110K +653 +1%
IWM
518
Inlight Wealth Management
Georgia
$10.3M +$866K +5,129 +10%
SCA
519
Snowden Capital Advisors
New York
$10.3M +$78.9K +467 +0.8%
HIA
520
HTG Investment Advisors
Connecticut
$10.3M +$546K +3,233 +6%
APG
521
Abacus Planning Group
South Carolina
$10.3M +$4.23M +25,045 +76%
KNFPWM
522
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$10.2M +$367K +2,172 +4%
BCM
523
BTC Capital Management
Iowa
$10.2M -$221K -1,306 -2%
OIA
524
OneDigital Investment Advisors
Kansas
$10.1M -$471K -2,791 -5%
WRPWM
525
Werba Rubin Papier Wealth Management
California
$10M +$746K +4,415 +8%
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