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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
VPW
576
Vaquero Private Wealth
Texas
$12.3M +$11.8M +56,555 New
AF
577
Align Financial
Minnesota
$12.2M -$80.8K -387 -0.7%
OCM
578
One Capital Management
California
$12.2M – – –
SWM
579
Shrier Wealth Management
California
$12.2M +$521K +2,494 +5%
BBA
580
BLB&B Advisors
Pennsylvania
$12.1M -$131K -629 -1%
TL
581
Tradewinds LLC
North Carolina
$12M +$955K +4,575 New
NFG
582
Nations Financial Group
Iowa
$12M +$180K +862 +2%
KPWG
583
KFA Private Wealth Group
Virginia
$12M -$1.07M -5,132 -9%
CWM
584
Cranbrook Wealth Management
Michigan
$12M -$63.9K -306 -0.6%
LWM
585
LightSquare Wealth Management
Michigan
$11.9M -$1.1M -5,287 -9%
PWMG
586
Prestige Wealth Management Group
New Jersey
$11.9M +$95.8K +459 +0.8%
MWM
587
MTC Wealth Management
Florida
$11.9M -$218K -1,046 -2%
CIC
588
Chilton Investment Company
Connecticut
$11.9M +$126K +601 +1%
GAM
589
Grandview Asset Management
Pennsylvania
$11.9M +$1.06M +5,057 +10%
AP
590
Advisors Preferred
Maryland
$11.7M – – –
RMAM
591
Raab & Moskowitz Asset Management
New Jersey
$11.7M +$93.1K +446 +0.8%
MFG
592
Macco Financial Group
Wisconsin
$11.7M +$3.62M +17,317 +48%
CWM
593
Connecticut Wealth Management
Connecticut
$11.7M +$122K +582 +1%
BW
594
Bravera Wealth
North Dakota
$11.6M +$814K +3,896 +8%
PSCM
595
Per Stirling Capital Management
Texas
$11.6M +$360K +1,723 +3%
BWM
596
Boyd Wealth Management
California
$11.6M -$13.5M -64,872 -55%
TW
597
Tempo Wealth
Ohio
$11.5M -$120K -577 -1%
AA
598
Atmos Advisory
Pennsylvania
$11.5M +$117K +561 +1%
XPN
599
XY Planning Network
Montana
$11.5M +$7.44M +35,646 +206%
RFA
600
Register Financial Advisors
Georgia
$11.4M +$159K +763 +1%
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