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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
551
Inspirion Wealth Advisors
Illinois
$620K +$437 +4 +0.1%
CM
552
Columbus Macro
Pennsylvania
$619K – – –
LA
553
LexAurum Advisors
Kansas
$619K +$85.3K +781 +16%
VCM
554
Versant Capital Management
Arizona
$615K +$54K +495 +10%
FWM
555
Focused Wealth Management
New York
$603K -$38.1K -349 -6%
FFN
556
Focus Financial Network
Minnesota
$603K +$28.9K +265 +5%
CCM
557
Coe Capital Management
Illinois
$600K -$23.5K -215 -4%
GCM
558
Garland Capital Management
Washington
$597K -$9.83K -90 -2%
MPM
559
Meritage Portfolio Management
Kansas
$586K -$9.33M -85,430 -94%
RIS
560
Retirement Income Solutions
Michigan
$579K -$6.55K -60 -1%
DWM
561
Doyle Wealth Management
Florida
$574K -$8.73K -80 -2%
MFG
562
MidWestOne Financial Group
Iowa
$569K +$560K +5,127 New
MIAS
563
Mason Investment Advisory Services
Virginia
$566K +$2.84K +26 +0.5%
GLA
564
Good Life Advisors
Pennsylvania
$564K -$55.9K -512 -9%
FA
565
FC Advisory
Pennsylvania
$561K +$3.38K +31 +0.6%
PP
566
Prudential plc
United Kingdom
$555K +$65.5K +600 +14%
AWS
567
AJ Wealth Strategies
New York
$552K -$44.9K -411 -8%
GMA
568
Goldstein Munger & Associates
California
$549K – – –
BCP
569
Berkeley Capital Partners
Georgia
$542K +$12.4K +114 +2%
CFS
570
CRA Financial Services
New Jersey
$542K +$21.5K +197 +4%
NEPWA
571
New England Private Wealth Advisors
Massachusetts
$541K +$2.51K +23 +0.5%
RA
572
RFG Advisory
Alabama
$541K +$9.5K +87 +2%
BPWA
573
Beacon Pointe Wealth Advisors
California
$541K +$203K +1,855 +61%
CFN
574
Cordasco Financial Network
Florida
$538K -$4.37K -40 -0.8%
CPC
575
Cookson Peirce & Co
Pennsylvania
$538K +$114K +1,045 +27%
21 22
23
24 25