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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWMA
576
Market Street Wealth Management Advisors
Indiana
$3.63M -$4.08M -28,925 -51%
HKIMG
577
Hutchens & Kramer Investment Management Group
Indiana
$3.56M +$43K +305 +1%
CPW
578
Catalyst Private Wealth
California
$3.55M -$196K -1,389 -5%
HWM
579
HB Wealth Management
Georgia
$3.55M -$7.64M -54,159 -67%
AC
580
Avant Capital
Louisiana
$3.55M +$4.94K +35 +0.1%
LC
581
Lindbrook Capital
California
$3.53M +$991K +7,024 +36%
RCAG
582
Rehmann Capital Advisory Group
Michigan
$3.52M -$334K -2,369 -8%
GWMIA
583
Global Wealth Management Investment Advisory
Florida
$3.45M -$234K -1,660 -6%
WS
584
Wedbush Securities
California
$3.45M +$146K +1,038 +4%
WJA
585
Willis Johnson & Associates
Texas
$3.45M +$2.15M +15,251 +140%
TF
586
Theory Financial
Colorado
$3.39M +$130K +921 +4%
UBG
587
United Bank (Georgia)
Georgia
$3.35M +$51.6K +366 +1%
PGF
588
Plan Group Financial
Oklahoma
$3.32M +$3.56M +25,203 New
CAG
589
Csenge Advisory Group
Florida
$3.32M +$135K +954 +4%
CG
590
Caprock Group
Idaho
$3.31M -$10.4K -74 -0.3%
LFP
591
Leeward Financial Partners
Washington
$3.3M +$658K +4,667 +23%
RA
592
Rise Advisors
New York
$3.28M -$12.6K -89 -0.4%
IFG
593
Independent Financial Group
California
$3.28M +$691K +4,901 +25%
BST
594
Bath Savings Trust
Maine
$3.27M +$318K +2,256 +10%
VA
595
Valmark Advisers
Ohio
$3.26M +$1.37M +9,709 +65%
IAA
596
Ironsides Asset Advisors
North Carolina
$3.25M +$3.38K +24 +0.1%
CFA
597
CWS Financial Advisors
Michigan
$3.24M +$182K +1,287 +6%
HWA
598
Hillcrest Wealth Advisors
New Jersey
$3.23M – – –
CAG
599
Compass Advisory Group
New York
$3.21M -$134K -948 -4%
RTL
600
Red Tortoise LLC
Georgia
$3.21M +$513K +3,639 +18%
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