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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
601
Investment Advisory Group
Massachusetts
$3.3M – – –
CAMG
602
CWA Asset Management Group
Florida
$3.29M +$616K +4,224 +23%
MLA
603
My Legacy Advisors
Oregon
$3.28M +$3.23M +22,170 New
EDRIA
604
Edmonds Duncan Registered Investment Advisors
Kansas
$3.25M +$15.6K +107 +0.5%
HGERS
605
Householder Group Estate & Retirement Specialist
Arizona
$3.24M +$1.79M +12,254 +126%
MCM
606
MAI Capital Management
Ohio
$3.23M -$51.8K -355 -2%
IC
607
IEQ Capital
California
$3.2M +$647K +4,436 +26%
GLA
608
Great Lakes Advisors
Illinois
$3.2M +$198K +1,359 +7%
HIGP
609
Hill Investment Group Partners
Missouri
$3.19M +$627K +4,300 +25%
LHEI
610
Leo H. Evart Inc
California
$3.19M -$12.7K -87 -0.4%
TFP
611
Triune Financial Partners
Kansas
$3.19M +$16.8K +115 +0.5%
PFWA
612
Paces Ferry Wealth Advisors
Georgia
$3.19M +$16.6K +114 +0.5%
PCA
613
Personal Capital Advisors
California
$3.18M -$1.03M -7,081 -25%
LL
614
LPWM LLC
Minnesota
$3.16M +$10.1K +69 +0.3%
BMCM
615
Bryn Mawr Capital Management
Pennsylvania
$3.15M +$5.54K +38 +0.2%
DWM
616
Defined Wealth Management
Oregon
$3.15M +$1.66M +11,384 +115%
WGCA
617
Wolf Group Capital Advisors
Virginia
$3.13M -$4.28M -29,312 -58%
UBV
618
United Bank (Virginia)
Virginia
$3.11M -$347K -2,380 -10%
VR
619
Viridian RIA
Washington
$3.1M -$3.28M -22,465 Closed
OCM
620
One Capital Management
California
$3.08M +$311K +2,132 +11%
RTL
621
Red Tortoise LLC
Georgia
$3.06M +$286K +1,961 +10%
SWM
622
Segment Wealth Management
Texas
$3.06M -$3.94K -27 -0.1%
MA
623
MCF Advisors
Kentucky
$3.04M +$3M +20,561 New
CCM
624
Colorado Capital Management
Colorado
$3.03M -$132K -908 -4%
WA
625
Waddell & Associates
Tennessee
$3.03M -$296K -2,027 -9%
23 24
25
26 27