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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
576
MTC Wealth Management
Florida
$10.9M -$11.3M -56,539 -50%
CWM
577
Cranbrook Wealth Management
Michigan
$10.9M +$49.9K +249 +0.5%
FM
578
Family Management
New York
$10.8M +$178K +890 +2%
WAM
579
Weinberger Asset Management
California
$10.8M +$493K +2,460 +5%
EF
580
Empowered Funds
Pennsylvania
$10.8M +$11M +55,084 New
BWP
581
BlueStem Wealth Partners
Minnesota
$10.8M -$9M -44,961 -45%
JIC
582
Joel Isaacson & Co
New York
$10.8M +$4.16M +20,794 +61%
NFG
583
Nations Financial Group
Iowa
$10.7M +$177K +882 +2%
PWMG
584
Prestige Wealth Management Group
New Jersey
$10.6M +$312K +1,558 +3%
CIC
585
Chilton Investment Company
Connecticut
$10.6M +$10.8M +53,852 New
TW
586
Tempo Wealth
Ohio
$10.5M +$7.61K +38 +0.1%
AP
587
Advisors Preferred
Maryland
$10.5M – – –
SWM
588
Shrier Wealth Management
California
$10.5M +$1.16M +5,781 +12%
CF
589
Carter Financial
California
$10.4M -$251K -1,252 -2%
RMAM
590
Raab & Moskowitz Asset Management
New Jersey
$10.4M +$66.5K +332 +0.6%
FCB
591
First County Bank
Connecticut
$10.4M +$1.19M +5,957 +13%
CCFM
592
Clear Creek Financial Management
Washington
$10.4M +$994K +4,962 +10%
CWM
593
Connecticut Wealth Management
Connecticut
$10.4M +$218K +1,091 +2%
TCMP
594
Thrive Capital Management (Pennsylvania)
Pennsylvania
$10.3M +$2.34M +11,705 +29%
BCM
595
BTC Capital Management
Iowa
$10.3M -$1.17M -5,850 -10%
MIFH
596
Migdal Insurance & Financial Holdings
Israel
$10.3M +$627K +3,133 +6%
AA
597
Atmos Advisory
Pennsylvania
$10.3M -$89.7K -448 -0.8%
CWP
598
Cyndeo Wealth Partners
Florida
$10.3M +$360K +1,797 +4%
FFP
599
Forbes Financial Planning
Rhode Island
$10.2M +$358K +1,788 +4%
HB
600
Horizon Bancorp
Indiana
$10.2M -$244K -1,217 -2%
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