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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
551
NorthLanding Financial Partners
New York
$9.81M +$543 +3 +0%
PWMG
552
Prestige Wealth Management Group
New Jersey
$9.74M -$229K -1,263 -2%
WGC
553
Watts Gwilliam & Co
Arizona
$9.65M +$51.2K +283 +0.5%
FM
554
Family Management
New York
$9.59M +$130K +719 +1%
CWP
555
Cyndeo Wealth Partners
Florida
$9.51M +$27.5K +152 +0.3%
PWP
556
Perfromance Wealth Partners
Illinois
$9.51M -$60.1K -332 -0.6%
AWM
557
Axxcess Wealth Management
California
$9.5M -$1.45M -8,024 -14%
BBA
558
BLB&B Advisors
Pennsylvania
$9.5M -$357K -1,971 -4%
MCM
559
Manchester Capital Management
Vermont
$9.4M -$945K -5,219 -9%
CCA
560
Cora Capital Advisors
New Jersey
$9.33M +$242K +1,337 +3%
AA
561
Atmos Advisory
Pennsylvania
$9.32M +$69.7K +385 +0.8%
CCFM
562
Clear Creek Financial Management
Washington
$9.25M +$1.41M +7,793 +19%
HWM
563
Hohimer Wealth Management
Washington
$9.24M +$193K +1,065 +2%
NYLIM
564
New York Life Investment Management
New York
$9.24M +$3.72M +20,552 +71%
OSAM
565
O'Shaughnessy Asset Management
Connecticut
$9.19M +$1.07M +5,894 +14%
PIA
566
Perennial Investment Advisors
California
$9.12M +$590K +3,261 +7%
PA
567
Pinnacle Associates
New York
$9.06M -$383K -2,113 -4%
PWP
568
PrairieView Wealth Partners
Illinois
$9.04M +$246K +1,356 +3%
JFG
569
JMG Financial Group
Illinois
$9.01M -$67K -370 -0.8%
WMS
570
Wealth Management Strategies
Pennsylvania
$8.98M +$590K +3,256 +7%
LSA
571
Lansing Street Advisors
Pennsylvania
$8.96M +$45.6K +252 +0.5%
RFA
572
Register Financial Advisors
Georgia
$8.86M +$488K +2,697 +6%
DWAM
573
Duncan Williams Asset Management
Tennessee
$8.84M +$215K +1,189 +3%
ICP
574
Interchange Capital Partners
Pennsylvania
$8.82M -$46K -254 -0.5%
UF
575
Univest Financial
Pennsylvania
$8.8M +$608K +3,360 +8%
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