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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
EFL
626
ERn Financial LLC
Wisconsin
$1.79M -$81.5K -593 -4%
TFCP
627
Twin Focus Capital Partners
Massachusetts
$1.79M – – –
VA
628
Valmark Advisers
Ohio
$1.78M -$32.2K -234 -2%
DAS
629
Dynamic Advisor Solutions
Arizona
$1.78M +$431K +3,138 +32%
V
630
Veritable
Delaware
$1.78M – – –
PA
631
PFG Advisors
Arizona
$1.78M +$433K +3,151 +32%
PCA
632
Pallas Capital Advisors
Massachusetts
$1.77M +$1.06M +7,698 +152%
KPW
633
Kore Private Wealth
New York
$1.76M +$200K +1,458 +13%
WWM
634
Western Wealth Management
Colorado
$1.74M +$85.7K +624 +5%
SCM
635
Stonehearth Capital Management
Massachusetts
$1.73M – – –
JGC
636
J. Goldman & Co
New York
$1.73M +$1.46M +10,606 +532%
KLI
637
Kelman-Lazarov Inc
Tennessee
$1.73M -$608K -4,428 -26%
MFW
638
Meristem Family Wealth
Minnesota
$1.72M – – –
EWM
639
Evercore Wealth Management
New York
$1.71M -$13.7K -100 -0.8%
NFG
640
Nations Financial Group
Iowa
$1.71M +$227K +1,654 +15%
LFF
641
Level Four Financial
Texas
$1.71M -$13.3K -97 -0.8%
PWP
642
Principle Wealth Partners
Connecticut
$1.7M +$27.5K +200 +2%
IC
643
Inscription Capital
Texas
$1.7M +$1.7M +12,394 New
JWA
644
JFS Wealth Advisors
Pennsylvania
$1.7M +$1.7M +12,374 New
CAM
645
Covenant Asset Management
New Jersey
$1.69M -$10K -73 -0.6%
COCM
646
Charter Oak Capital Management
New Hampshire
$1.68M +$87.8K +639 +6%
CDIA
647
Capital Directions Investment Advisors
Georgia
$1.68M +$1.68M +12,224 New
MCM
648
MAI Capital Management
Ohio
$1.67M -$164K -1,196 -9%
PL
649
Plancorp LLC
Missouri
$1.67M +$20.6K +150 +1%
RC
650
Roundview Capital
New Jersey
$1.66M -$550 -4 -0%
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