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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMGP
626
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$10.7M +$2.19M +10,507 +27%
PA
627
Pinnacle Associates
New York
$10.6M +$1.88K +9 +0%
AI
628
ArchPoint Investors
Florida
$10.6M +$2.97M +14,200 +41%
KWMG
629
King Wealth Management Group
Florida
$10.6M +$302K +1,445 +3%
JFG
630
JMG Financial Group
Illinois
$10.6M -$63.7K -305 -0.6%
AIM
631
Advyzon Investment Management
Illinois
$10.6M +$764K +3,658 +8%
ECA
632
Elevated Capital Advisors
Utah
$10.5M +$291K +1,392 +3%
PSP
633
Principal Street Partners
Tennessee
$10.5M +$47K +225 +0.5%
PJC
634
Phillip James Consulting
Minnesota
$10.5M +$10.6M +50,815 New
SFG
635
SNS Financial Group
Minnesota
$10.4M +$9.75M +46,675 +4,403%
SCM
636
Spreng Capital Management
Ohio
$10.4M +$140K +672 +1%
CG
637
Caprock Group
Idaho
$10.4M -$1.89M -9,060 -16%
PA
638
Prairie Advisory
Kansas
$10.3M +$9.9M +47,429 New
AWM
639
Aries Wealth Management
Maine
$10.3M +$668K +3,197 +7%
AWM
640
Axxcess Wealth Management
California
$10.3M +$9.87M +47,260 New
CI
641
Cavalier Investments
Georgia
$10.3M +$1.45M +6,921 +17%
APG
642
Abacus Planning Group
South Carolina
$10.2M +$756K +3,622 +8%
FHA
643
Flagship Harbor Advisors
Massachusetts
$10.1M +$586K +2,808 +6%
GWM
644
GoalFusion Wealth Management
Texas
$10M +$261K +1,249 +3%
DB
645
Dravo Bay
Delaware
$10M +$163K +779 +2%
FFA
646
Florida Financial Advisors
Florida
$9.92M +$254K +1,215 +3%
BP
647
Ballentine Partners
Massachusetts
$9.92M -$1.03M -4,919 -10%
VWM
648
Vivid Wealth Management
Iowa
$9.88M +$59.3K +284 +0.6%
PA
649
Planning Alternatives
Michigan
$9.79M -$268K -1,285 -3%
HAG
650
HighPoint Advisor Group
Illinois
$9.79M +$841K +4,027 +10%
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