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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
526
Cornerstone Wealth Management
Missouri
$13.9M +$411K +1,968 +3%
CWA
527
CJM Wealth Advisers
Virginia
$13.9M -$869K -4,160 -6%
TCMP
528
Thrive Capital Management (Pennsylvania)
Pennsylvania
$13.8M +$2.19M +10,492 +20%
VWA
529
VSM Wealth Advisory
Maryland
$13.8M +$510K +2,443 +4%
EI
530
Ellevest Inc
New York
$13.8M +$6.83M +32,694 +54%
WMS
531
Wealth Management Strategies
Pennsylvania
$13.7M +$1.51M +7,248 +13%
HWM
532
Hohimer Wealth Management
Washington
$13.7M +$725K +3,474 +6%
SIAM
533
Sterling Investment Advisors (Missouri)
Missouri
$13.7M +$86.5K +414 +0.7%
CCAM
534
Cascades Capital Asset Management
North Carolina
$13.7M +$2.83M +13,572 +28%
MCA
535
Maryland Capital Advisors
Maryland
$13.7M +$13.1M +62,873 New
TCOTS
536
Trust Company of the South
North Carolina
$13.7M +$809K +3,872 +7%
CFP
537
Curran Financial Partners
South Carolina
$13.7M +$3.1M +14,827 +31%
MAG
538
Mokosak Advisory Group
Iowa
$13.6M -$404K -1,933 -3%
PRP
539
Peak Retirement Planning
Ohio
$13.6M +$2.61M +12,513 +25%
REMPR
540
Roof Eidam Maycock Peralta (REMP)
California
$13.5M +$375K +1,797 +3%
FPWM
541
Five Pine Wealth Management
Idaho
$13.5M -$268K -1,282 -2%
NG
542
Northstar Group
New York
$13.5M +$996K +4,772 +8%
CTC
543
Central Trust Company
Missouri
$13.5M -$214K -1,026 -2%
IWS
544
Integrity Wealth Solutions
Colorado
$13.4M -$495K -2,370 -4%
CAP
545
Cordoba Advisory Partners
New York
$13.4M +$63.1K +302 +0.5%
SWA
546
Safir Wealth Advisors
New Hampshire
$13.4M +$53.2K +255 +0.4%
GSC
547
G&S Capital
Colorado
$13.3M +$58.5K +280 +0.5%
WPC
548
Wedmont Private Capital
Pennsylvania
$13.3M -$48.2K -231 -0.4%
SEM
549
Strategic Equity Management
Arizona
$13.3M +$12.8M +61,205 New
HC
550
Hurley Capital
New York
$13.3M +$224K +1,075 +2%
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