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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
551
Threadgill Financial
Texas
$11.7M +$11.9M +59,386 New
QWP
552
Quotient Wealth Partners
Texas
$11.6M +$99.5K +497 +0.8%
TCOTS
553
Trust Company of the South
North Carolina
$11.6M -$1.34M -6,708 -10%
CFG
554
Cassilly Financial Group
Maryland
$11.6M +$208K +1,041 +2%
KNFPWM
555
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$11.5M +$230K +1,151 +2%
RWI
556
Red Wave Investments
Pennsylvania
$11.5M -$166K -827 -1%
DWS
557
Dynamic Wealth Strategies
California
$11.5M +$99.3K +496 +0.9%
NFP
558
NorthLanding Financial Partners
New York
$11.4M +$927K +4,632 +9%
KA
559
Kovack Advisors
Florida
$11.4M -$581K -2,901 -5%
CFA
560
CWS Financial Advisors
Michigan
$11.4M -$337K -1,681 -3%
PFPG
561
Pinnacle Financial Partners (Georgia)
Georgia
$11.3M +$2.02M +10,102 +21%
SCA
562
Snowden Capital Advisors
New York
$11.3M +$28.2K +141 +0.2%
AWAP
563
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$11.3M +$201K +1,002 +2%
FNBSF
564
First National Bank Sioux Falls
South Dakota
$11.2M +$264K +1,320 +2%
AWM
565
Apollon Wealth Management
South Carolina
$11.2M -$92.3K -461 -0.8%
NG
566
Northstar Group
New York
$11.2M +$25K +125 +0.2%
EWS
567
Evergreen Wealth Solutions
Pennsylvania
$11.2M +$11.4M +56,963 New
RH
568
RFG Holdings
Texas
$11.2M +$11.1M +55,556 +4,165%
GBT
569
Grove Bank & Trust
Florida
$11.1M +$175K +872 +2%
CG
570
Caprock Group
Idaho
$11.1M -$752K -3,757 -6%
MA
571
Macro Advisors
Pennsylvania
$11.1M +$11.3M +56,409 New
AF
572
Align Financial
Minnesota
$11.1M -$2.22B -11,090,013 -99%
BBA
573
BLB&B Advisors
Pennsylvania
$11M +$1.34M +6,707 +14%
WMS
574
Wealth Management Strategies
Pennsylvania
$11M +$838K +4,186 +8%
FFS
575
Founders Financial Securities
Maryland
$10.9M -$4.17M -20,843 -28%
21 22
23
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