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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
UBG
576
United Bank (Georgia)
Georgia
$3.7M +$70K +480 +2%
OCM
577
Orser Capital Management
Texas
$3.69M -$68.6K -470 -2%
RA
578
Rise Advisors
New York
$3.69M +$462K +3,167 +15%
TF
579
Theory Financial
Colorado
$3.66M -$203K -1,390 -5%
IAA
580
Ironsides Asset Advisors
North Carolina
$3.64M -$45.2K -310 -1%
HWA
581
Hillcrest Wealth Advisors
New Jersey
$3.62M -$77.3K -530 -2%
SVWAG
582
Sound View Wealth Advisors Group
Georgia
$3.61M -$34.7K -238 -1%
HIIFS
583
Harel Insurance Investments & Financial Services
Israel
$3.58M +$3.54M +24,250 New
CAG
584
Csenge Advisory Group
Florida
$3.58M +$478K +3,277 +16%
BWM
585
Boyd Wealth Management
California
$3.54M +$90.2K +618 +3%
CCWA
586
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.53M -$787K -5,394 -18%
VC
587
Vicus Capital
Pennsylvania
$3.53M -$32K -219 -0.9%
PWS
588
Peterson Wealth Services
Utah
$3.51M +$196K +1,342 +6%
CCFM
589
Clear Creek Financial Management
Washington
$3.48M -$416K -2,850 -11%
AB
590
Atlas Brown
Kentucky
$3.47M +$28.3K +194 +0.8%
DAS
591
Dynamic Advisor Solutions
Arizona
$3.46M +$1.16M +7,946 +51%
DWM
592
Destination Wealth Management
California
$3.46M -$180K -1,232 -5%
CFA
593
CWS Financial Advisors
Michigan
$3.44M +$387K +2,650 +13%
CANC
594
Culbertson A N & Co
Virginia
$3.39M -$54K -370 -2%
GA
595
GFS Advisors
Texas
$3.38M -$623K -4,272 -16%
RIM
596
Rockbridge Investment Management
New York
$3.35M -$3.94K -27 -0.1%
NOI
597
Newton One Investments
Delaware
$3.34M +$404K +2,770 +14%
BST
598
Bath Savings Trust
Maine
$3.33M +$302K +2,073 +10%
DTC
599
Davidson Trust Company
Washington
$3.33M +$23.9K +164 +0.7%
BAM
600
Belpointe Asset Management
Nevada
$3.32M -$814K -5,578 -20%
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