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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
601
Phillips Financial Management
Indiana
$7.99M +$1.24M +6,864 +19%
LWP
602
LeClair Wealth Partners
Ohio
$7.91M +$7.68M +42,411 New
AWM
603
Accel Wealth Management
Iowa
$7.83M +$756K +4,173 +11%
APP
604
Avantax Planning Partners
Iowa
$7.81M -$70.8K -391 -0.9%
APC
605
Asset Planning Corporation
Tennessee
$7.79M +$76K +420 +1%
AC
606
Avestar Capital
New York
$7.71M -$388K -2,144 -5%
DB
607
Dravo Bay
Delaware
$7.67M +$293K +1,620 +4%
BJL
608
Brighton Jones LLC
Washington
$7.66M +$87.3K +482 +1%
BP
609
Ballentine Partners
Massachusetts
$7.64M -$124K -687 -2%
OCM
610
One Capital Management
California
$7.62M +$465K +2,569 +7%
CPA
611
Cardiff Park Advisors
California
$7.62M +$126K +694 +2%
AIM
612
AMI Investment Management
Indiana
$7.6M +$2.47M +13,643 +50%
IAG
613
Investment Advisory Group
Massachusetts
$7.59M -$22.3K -123 -0.3%
SG
614
Sharper & Granite
California
$7.5M +$129K +713 +2%
PWAC
615
Private Wealth Advisors (California)
California
$7.4M -$754K -4,162 -9%
AA
616
Ancora Advisors
Ohio
$7.4M +$75.9K +419 +1%
WJA
617
Willis Johnson & Associates
Texas
$7.34M +$13K +72 +0.2%
SFWC
618
Strategic Family Wealth Counselors
New Jersey
$7.31M +$59.9K +331 +0.9%
KA
619
Kovack Advisors
Florida
$7.3M -$86.7K -479 -1%
PVI
620
Pine Valley Investments
New Jersey
$7.25M -$101K -556 -1%
MSF
621
Mustard Seed Financial
Arkansas
$7.24M -$83.3K -460 -1%
SG
622
StoneX Group
New York
$7.18M +$884K +4,883 +15%
FHA
623
Flagship Harbor Advisors
Massachusetts
$7.12M +$443K +2,449 +7%
BOA
624
Birnam Oak Advisors
New York
$7.09M – – –
CA
625
Clune & Associates
Illinois
$7.08M +$471K +2,601 +7%
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