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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
626
Red Tortoise LLC
Georgia
$2.76M -$2.04M -14,272 -43%
OCM
627
One Capital Management
California
$2.75M +$255K +1,783 +11%
WTFG
628
Wells Trecaso Financial Group
Ohio
$2.75M +$34.3K +240 +1%
KJWM
629
Kiley Juergens Wealth Management
Washington
$2.74M +$156K +1,090 +6%
SSWM
630
Sheets Smith Wealth Management
North Carolina
$2.74M – – –
FC
631
Family CFO
California
$2.73M +$2.65M +18,570 New
CFA
632
Carroll Financial Associates
North Carolina
$2.72M -$1.47M -10,269 -36%
IFG
633
Independent Financial Group
California
$2.72M +$80.7K +565 +3%
MG
634
MilWealth Group
Wisconsin
$2.71M -$119K -836 -4%
CPA
635
Clear Perspective Advisors
Illinois
$2.7M – – –
MFW
636
Meristem Family Wealth
Minnesota
$2.69M +$9.28K +65 +0.4%
CAG
637
Compass Advisory Group
New York
$2.69M -$11.2M -78,197 -81%
GSWM
638
Greenup Street Wealth Management
Michigan
$2.68M +$2.6M +18,198 New
MFG
639
Magnus Financial Group
New York
$2.67M +$328K +2,296 +14%
IA
640
Insight Advisors
Pennsylvania
$2.67M +$2.86K +20 +0.1%
CAMG
641
CWA Asset Management Group
Florida
$2.66M +$30.8K +216 +1%
EAM
642
Evanson Asset Management
California
$2.65M +$5.86K +41 +0.2%
RJT
643
Raymond James Trust
Florida
$2.63M -$16.3K -114 -0.6%
ONB
644
Old National Bancorp
Indiana
$2.6M -$73.7K -516 -3%
AP
645
Advisor Partners
California
$2.57M +$204K +1,430 +9%
HIGP
646
Hill Investment Group Partners
Missouri
$2.55M +$157K +1,100 +7%
KF
647
Krilogy Financial
Missouri
$2.54M -$2.57K -18 -0.1%
DHFB
648
Dixon Hubard Feinour & Brown
Virginia
$2.54M -$23.1K -162 -0.9%
IC
649
IEQ Capital
California
$2.53M +$513K +3,595 +26%
CFAM
650
Center For Asset Management
Florida
$2.53M -$528K -3,697 -18%
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