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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
601
Register Financial Advisors
Georgia
$11.4M +$159K +763 +1%
LWP
602
LeClair Wealth Partners
Ohio
$11.4M +$10.9M +52,383 New
KFA
603
Kelleher Financial Advisors
New York
$11.4M +$5.26M +25,184 +93%
CF
604
Carter Financial
California
$11.4M -$194K -929 -2%
VA
605
Vestwell Advisors
New York
$11.4M – – –
CWP
606
Cyndeo Wealth Partners
Florida
$11.4M -$22.8K -109 -0.2%
FFP
607
Forbes Financial Planning
Rhode Island
$11.4M -$14.4K -69 -0.1%
HNB
608
Huntington National Bank
Ohio
$11.2M -$1.04K -5 -0.3%
FNBSF
609
First National Bank Sioux Falls
South Dakota
$11.2M – – –
PWP
610
PrairieView Wealth Partners
Illinois
$11.2M -$67.9K -325 -0.6%
AIM
611
AMI Investment Management
Indiana
$11.2M +$328K +1,571 +3%
MIFH
612
Migdal Insurance & Financial Holdings
Israel
$11.1M -$326K -1,562 -3%
CAWM
613
Capital Advisors Wealth Management
Washington
$11.1M +$1.08M +5,149 +11%
CFFNO
614
Common Fund For Nonprofit Organizations
Connecticut
$11.1M +$10.7M +51,021 New
CPWM
615
Cypress Point Wealth Management
Texas
$11.1M +$4.11M +19,674 +63%
EWS
616
Evergreen Wealth Solutions
Pennsylvania
$11.1M -$1.71M -8,199 -14%
BCM
617
BTC Capital Management
Iowa
$11M -$448K -2,146 -4%
HB
618
Horizon Bancorp
Indiana
$11M -$289K -1,383 -3%
TCOT
619
Trust Company of Toledo
Ohio
$10.9M +$3.94M +18,883 +60%
DWAM
620
Duncan Williams Asset Management
Tennessee
$10.9M +$648K +3,101 +7%
CCA
621
Cypress Capital Advisors
Tennessee
$10.8M +$298K +1,428 +3%
LSA
622
Lansing Street Advisors
Pennsylvania
$10.8M +$180K +860 +2%
PA
623
PFG Advisors
Arizona
$10.8M -$485K -2,323 -4%
AWM
624
Accel Wealth Management
Iowa
$10.7M +$333K +1,593 +3%
SFWC
625
Strategic Family Wealth Counselors
New Jersey
$10.7M +$1.12M +5,382 +12%
23 24
25
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