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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
MSF
576
Mustard Seed Financial
Arkansas
$6.22M +$63.5K +397 +1%
GWM
577
GoalFusion Wealth Management
Texas
$6.21M +$141K +881 +2%
FA
578
Flagstar Advisors
New York
$6.21M -$347K -2,172 -5%
SB
579
Simmons Bank
Arkansas
$6.2M -$228K -1,429 -4%
FAM
580
Frontier Asset Management
Wyoming
$6.16M -$1.55M -9,671 -20%
MWA
581
Martel Wealth Advisors
Washington
$6.12M +$51.3K +321 +0.8%
FLA
582
Financial Life Advisors
Texas
$6.1M -$414K -2,593 -6%
GAM
583
Gotham Asset Management
New York
$6.08M -$923K -5,773 -13%
WGCA
584
Wolf Group Capital Advisors
Virginia
$6.03M +$1.64M +10,257 +37%
PA
585
Prism Advisors
California
$6.03M -$86.9K -544 -1%
RFS
586
Richardson Financial Services
Massachusetts
$6.01M +$6.71K +42 +0.1%
SG
587
Sharper & Granite
California
$6.01M -$60.7K -380 -1%
SWA
588
Sax Wealth Advisors
New Jersey
$6.01M -$74K -463 -1%
KOC
589
Koss-Olinger Consulting
Florida
$5.99M +$5.97M +37,363 New
RFA
590
Register Financial Advisors
Georgia
$5.99M +$446K +2,793 +8%
CWM
591
Connecticut Wealth Management
Connecticut
$5.98M +$48.6K +304 +0.8%
WRPWM
592
Werba Rubin Papier Wealth Management
California
$5.96M +$3.1M +19,416 +110%
PFM
593
Phillips Financial Management
Indiana
$5.94M -$42.7K -267 -0.7%
WPW
594
Watershed Private Wealth
Illinois
$5.93M +$249K +1,555 +4%
FNBSF
595
First National Bank Sioux Falls
South Dakota
$5.91M +$1.23M +7,684 +26%
GWM
596
GSB Wealth Management
Connecticut
$5.9M +$72.7K +455 +1%
CG
597
Caprock Group
Idaho
$5.89M +$924K +5,783 +19%
WTA
598
Washington Trust Advisors
Massachusetts
$5.89M +$16K +100 +0.3%
KWM
599
Kingsview Wealth Management
Oregon
$5.88M +$723K +4,524 +14%
BFA
600
Beaumont Financial Advisors
Massachusetts
$5.88M -$296K -1,853 -5%
22 23
24
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