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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
LRIA
626
Leonard Rickey Investment Advisors
Washington
$1.54M +$13.2K +105 +0.9%
CA
627
Cambridge Associates
Massachusetts
$1.53M -$315K -2,511 -18%
COCM
628
Charter Oak Capital Management
New Hampshire
$1.52M +$89.4K +713 +7%
KPW
629
Kore Private Wealth
New York
$1.49M +$3.01K +24 +0.2%
VFIC
630
Valley Forge Investment Consultants
Pennsylvania
$1.49M +$716K +5,708 +101%
CFFP
631
Center for Financial Planning
Michigan
$1.49M +$173K +1,380 +14%
WS
632
Wedbush Securities
California
$1.47M +$1.08M +8,634 +337%
OIA
633
OneDigital Investment Advisors
Kansas
$1.46M -$1.63K -13 -0.1%
AIA
634
Alera Investment Advisors
Illinois
$1.45M -$163K -1,298 -11%
KWM
635
Kingsview Wealth Management
Oregon
$1.45M +$1.75K +14 +0.1%
MFG
636
Magnus Financial Group
New York
$1.44M -$44.3K -353 -3%
WAM
637
WNY Asset Management
New York
$1.44M +$1.38M +11,009 New
NFG
638
Nations Financial Group
Iowa
$1.42M +$303K +2,417 +29%
CL
639
CPWM LLC
Washington
$1.42M -$375K -2,990 -22%
RFN
640
RDA Financial Network
Iowa
$1.39M -$47.9K -382 -3%
CM
641
Columbus Macro
Pennsylvania
$1.39M – – –
GAM
642
Gould Asset Management
California
$1.39M -$53.3K -425 -4%
BC
643
Burleson & Co
California
$1.39M -$246K -1,965 -16%
HSWM
644
Hubbell Strickland Wealth Management
Louisiana
$1.38M +$5.52K +44 +0.4%
THWM
645
Taylor Hoffman Wealth Management
Virginia
$1.36M -$117K -937 -8%
OBWG
646
Onyx Bridge Wealth Group
New York
$1.36M +$1.29M +10,324 New
AIA
647
Arbor Investment Advisors
North Carolina
$1.35M +$1.29M +10,282 New
CWP
648
Corepath Wealth Partners
Arizona
$1.35M +$119K +953 +10%
GCA
649
Greenwood Capital Associates
South Carolina
$1.34M +$1.28M +10,228 New
KJWM
650
Kiley Juergens Wealth Management
Washington
$1.34M +$1.28M +10,221 New
24 25
26
27 28