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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
501
Cercano Management
Washington
$13.6M – – –
IA
502
IFP Advisors
Florida
$13.6M +$42.2K +211 +0.3%
M
503
MATAURO
New York
$13.5M -$2.57M -12,859 -16%
EA
504
Emerald Advisors
Washington
$13.4M -$1.37M -6,865 -9%
AP
505
Americana Partners
Texas
$13.4M +$445K +2,221 +3%
HIA
506
Harbor Investment Advisory
Maryland
$13.3M +$1.6M +8,003 +13%
CFSG
507
Clark Financial Services Group
Missouri
$13.3M -$444K -2,218 -3%
CWA
508
CJM Wealth Advisers
Virginia
$13.3M -$732K -3,658 -5%
AFP
509
Ausdal Financial Partners
Iowa
$13.2M -$167K -836 -1%
EAM
510
Erste Asset Management
Austria
$13.2M – – –
GFA
511
Gallagher Fiduciary Advisors
Illinois
$13.2M +$1.41M +7,044 +12%
HFS
512
Hoge Financial Services
Pennsylvania
$13.2M +$122K +611 +0.9%
TAM
513
Titleist Asset Management
Texas
$13.1M -$365K -1,825 -3%
CBA
514
Coastal Bridge Advisors
Connecticut
$12.9M +$3.62M +18,068 +38%
ZF
515
Zhang Financial
Michigan
$12.9M +$193K +966 +1%
ETC
516
Exchange Traded Concepts
Oklahoma
$12.9M +$675K +3,371 +5%
5SA
517
5th Street Advisors
Connecticut
$12.9M +$590K +2,946 +5%
LFP
518
Leeward Financial Partners
Washington
$12.7M -$201K -1,004 -2%
MAG
519
Mokosak Advisory Group
Iowa
$12.7M +$120K +597 +0.9%
GWM
520
Greenhouse Wealth Management
Connecticut
$12.7M -$205K -1,023 -2%
MAS
521
Madden Advisory Services
Florida
$12.7M -$739K -3,693 -5%
PF
522
Prosperitas Financial
California
$12.7M -$911K -4,550 -7%
CFO
523
Collective Family Office
Pennsylvania
$12.6M -$158K -791 -1%
WP
524
WealthShield Partners
North Carolina
$12.5M +$551K +2,751 +4%
IWS
525
Integrity Wealth Solutions
Colorado
$12.5M -$298K -1,490 -2%
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