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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
526
CJM Wealth Advisers
Virginia
$13.9M -$869K -4,160 -6%
TCMP
527
Thrive Capital Management (Pennsylvania)
Pennsylvania
$13.8M +$2.19M +10,492 +20%
VWA
528
VSM Wealth Advisory
Maryland
$13.8M +$510K +2,443 +4%
EI
529
Ellevest Inc
New York
$13.8M +$6.83M +32,694 +54%
WMS
530
Wealth Management Strategies
Pennsylvania
$13.7M +$1.51M +7,248 +13%
HWM
531
Hohimer Wealth Management
Washington
$13.7M +$725K +3,474 +6%
SIAM
532
Sterling Investment Advisors (Missouri)
Missouri
$13.7M +$86.5K +414 +0.7%
CCAM
533
Cascades Capital Asset Management
North Carolina
$13.7M +$2.83M +13,572 +28%
MCA
534
Maryland Capital Advisors
Maryland
$13.7M +$13.1M +62,873 New
TCOTS
535
Trust Company of the South
North Carolina
$13.7M +$809K +3,872 +7%
CFP
536
Curran Financial Partners
South Carolina
$13.7M +$3.1M +14,827 +31%
MAG
537
Mokosak Advisory Group
Iowa
$13.6M -$404K -1,933 -3%
PRP
538
Peak Retirement Planning
Ohio
$13.6M +$2.61M +12,513 +25%
REMPR
539
Roof Eidam Maycock Peralta (REMP)
California
$13.5M +$375K +1,797 +3%
FPWM
540
Five Pine Wealth Management
Idaho
$13.5M -$268K -1,282 -2%
NG
541
Northstar Group
New York
$13.5M +$996K +4,772 +8%
CTC
542
Central Trust Company
Missouri
$13.5M -$214K -1,026 -2%
IWS
543
Integrity Wealth Solutions
Colorado
$13.4M -$495K -2,370 -4%
CAP
544
Cordoba Advisory Partners
New York
$13.4M +$63.1K +302 +0.5%
SWA
545
Safir Wealth Advisors
New Hampshire
$13.4M +$53.2K +255 +0.4%
GSC
546
G&S Capital
Colorado
$13.3M +$58.5K +280 +0.5%
WPC
547
Wedmont Private Capital
Pennsylvania
$13.3M -$48.2K -231 -0.4%
SEM
548
Strategic Equity Management
Arizona
$13.3M +$12.8M +61,205 New
HC
549
Hurley Capital
New York
$13.3M +$224K +1,075 +2%
KNFPWM
550
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$13.3M +$444K +2,125 +4%
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