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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
601
RDA Financial Network
Iowa
$1.3M -$13.6K -121 -1%
COCM
602
Charter Oak Capital Management
New Hampshire
$1.29M +$1.22M +10,882 New
TC
603
Toews Corporation
New Jersey
$1.29M +$1.57K +14 +0.1%
GI
604
Glovista Investments
New Jersey
$1.27M +$1.2M +10,690 New
TAM
605
Tocqueville Asset Management
New York
$1.27M +$417K +3,708 +53%
OWA
606
Outlook Wealth Advisors
Texas
$1.26M -$115K -1,019 -9%
CM
607
Columbus Macro
Pennsylvania
$1.26M +$169K +1,500 +17%
MFG
608
Merit Financial Group
Georgia
$1.25M – – –
HSWM
609
Hubbell Strickland Wealth Management
Louisiana
$1.25M +$26.6K +237 +2%
DIP
610
DT Investment Partners
Pennsylvania
$1.24M – – –
BUB
611
BBVA USA Bancshares
Texas
$1.23M -$138K -1,225 -11%
IC
612
Intersect Capital
California
$1.22M +$305K +2,715 +36%
KF
613
Krilogy Financial
Missouri
$1.21M +$608K +5,405 +113%
BWM
614
BCS Wealth Management
Tennessee
$1.21M – – –
SIA
615
SkyView Investment Advisors
New Jersey
$1.21M +$1.14M +10,146 New
WFS
616
Weitzel Financial Services
Iowa
$1.19M +$1.08M +9,585 New
MWM
617
Merriman Wealth Management
Washington
$1.19M +$162K +1,442 +17%
RFC
618
Regions Financial Corp
Alabama
$1.19M +$63.8K +567 +6%
CFO
619
Collective Family Office
Pennsylvania
$1.18M +$1.12M +9,934 New
CFFP
620
Center for Financial Planning
Michigan
$1.18M – – –
DAS
621
Dynamic Advisor Solutions
Arizona
$1.17M +$555K +4,936 +100%
CCP
622
Corient Capital Partners
California
$1.16M – – –
WAP
623
Wealthcare Advisory Partners
Pennsylvania
$1.13M +$310K +2,757 +41%
CB
624
Cadence Bank
Mississippi
$1.13M – – –
TWM
625
Tradition Wealth Management
Minnesota
$1.12M +$1.06M +9,429 New
23 24
25
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