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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
601
Soundmark Wealth Management
Washington
$3.08M +$741K +5,479 +28%
IAA
602
Ironsides Asset Advisors
North Carolina
$3.05M +$2.16K +16 +0.1%
HWA
603
Hillcrest Wealth Advisors
New Jersey
$3.02M – – –
SW
604
SVB Wealth
Massachusetts
$2.99M +$678K +5,017 +26%
ECG
605
Edge Capital Group
Georgia
$2.98M -$649K -4,800 -17%
DWM
606
Defined Wealth Management
Oregon
$2.98M +$227K +1,679 +7%
DY
607
Dowling & Yahnke
California
$2.96M +$1.09M +8,093 +51%
SVWAG
608
Sound View Wealth Advisors Group
Georgia
$2.95M -$19.7K -146 -0.6%
WA
609
WBH Advisory
Maryland
$2.95M +$1.02M +7,539 +46%
MFT
610
Moisand Fitzgerald Tamayo
Florida
$2.95M -$45.4K -336 -1%
LFA
611
Laraway Financial Advisors
Minnesota
$2.94M +$111K +820 +4%
AA
612
Auxano Advisors
Washington
$2.9M +$3.18M +23,530 New
WAM
613
WNY Asset Management
New York
$2.9M +$275K +2,034 +9%
CAG
614
Csenge Advisory Group
Florida
$2.89M -$237K -1,752 -7%
ONB
615
Old National Bancorp
Indiana
$2.89M -$12.6K -93 -0.4%
PWM
616
Perigon Wealth Management
California
$2.88M +$631K +4,670 +25%
FCI
617
Financial Counselors Inc
Kansas
$2.87M +$1.06M +7,822 +51%
SLT
618
St Louis Trust
Missouri
$2.86M -$9.88M -73,118 -75%
EP
619
Eudaimonia Partners
Tennessee
$2.86M -$996K -7,368 -24%
BCI
620
Brinker Capital Investments
Pennsylvania
$2.86M -$1.04M -7,728 -25%
NOI
621
Newton One Investments
Delaware
$2.86M +$95.3K +705 +3%
CAG
622
Compass Advisory Group
New York
$2.84M -$190K -1,403 -6%
CSIA
623
Conrad Siegel Investment Advisors
Pennsylvania
$2.83M +$536K +3,963 +21%
FC
624
Family CFO
California
$2.83M +$14.3K +106 +0.5%
IC
625
IEQ Capital
California
$2.81M -$32.2K -238 -1%
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