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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
601
LeClair Wealth Partners
Ohio
$11.4M +$10.9M +52,383 New
KFA
602
Kelleher Financial Advisors
New York
$11.4M +$5.26M +25,184 +93%
CF
603
Carter Financial
California
$11.4M -$194K -929 -2%
VA
604
Vestwell Advisors
New York
$11.4M – – –
CWP
605
Cyndeo Wealth Partners
Florida
$11.4M -$22.8K -109 -0.2%
FFP
606
Forbes Financial Planning
Rhode Island
$11.4M -$14.4K -69 -0.1%
HNB
607
Huntington National Bank
Ohio
$11.2M -$1.04K -5 -0.3%
FNBSF
608
First National Bank Sioux Falls
South Dakota
$11.2M – – –
PWP
609
PrairieView Wealth Partners
Illinois
$11.2M -$67.9K -325 -0.6%
AIM
610
AMI Investment Management
Indiana
$11.2M +$328K +1,571 +3%
MIFH
611
Migdal Insurance & Financial Holdings
Israel
$11.1M -$326K -1,562 -3%
CAWM
612
Capital Advisors Wealth Management
Washington
$11.1M +$1.08M +5,149 +11%
CFFNO
613
Common Fund For Nonprofit Organizations
Connecticut
$11.1M +$10.7M +51,021 New
CPWM
614
Cypress Point Wealth Management
Texas
$11.1M +$4.11M +19,674 +63%
EWS
615
Evergreen Wealth Solutions
Pennsylvania
$11.1M -$1.71M -8,199 -14%
BCM
616
BTC Capital Management
Iowa
$11M -$448K -2,146 -4%
HB
617
Horizon Bancorp
Indiana
$11M -$289K -1,383 -3%
TCOT
618
Trust Company of Toledo
Ohio
$10.9M +$3.94M +18,883 +60%
DWAM
619
Duncan Williams Asset Management
Tennessee
$10.9M +$648K +3,101 +7%
CCA
620
Cypress Capital Advisors
Tennessee
$10.8M +$298K +1,428 +3%
LSA
621
Lansing Street Advisors
Pennsylvania
$10.8M +$180K +860 +2%
PA
622
PFG Advisors
Arizona
$10.8M -$485K -2,323 -4%
AWM
623
Accel Wealth Management
Iowa
$10.7M +$333K +1,593 +3%
SFWC
624
Strategic Family Wealth Counselors
New Jersey
$10.7M +$1.12M +5,382 +12%
CWMGP
625
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$10.7M +$2.19M +10,507 +27%
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