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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
626
Camelot Portfolios
Ohio
$2.94M -$417K -2,957 -12%
OCM
627
One Capital Management
California
$2.93M +$198K +1,402 +7%
MCM
628
MAI Capital Management
Ohio
$2.92M +$39.1K +277 +1%
KM
629
Kalos Management
Georgia
$2.91M +$649K +4,600 +27%
KJWM
630
Kiley Juergens Wealth Management
Washington
$2.87M -$1.44M -10,183 -32%
TFP
631
Triune Financial Partners
Kansas
$2.86M +$18.9K +134 +0.6%
PFWA
632
Paces Ferry Wealth Advisors
Georgia
$2.86M +$19K +135 +0.6%
CA
633
CoreCap Advisors
Michigan
$2.84M +$1.72M +12,224 +131%
COCM
634
Charter Oak Capital Management
New Hampshire
$2.84M +$389K +2,755 +15%
WAM
635
WNY Asset Management
New York
$2.82M +$561K +3,975 +23%
SFS
636
Security Financial Services
Indiana
$2.79M -$2M -14,188 -40%
FFP
637
Forbes Financial Planning
Rhode Island
$2.79M +$2.75M +19,483 +1,132%
KWM
638
Kingsview Wealth Management
Oregon
$2.78M +$1.03M +7,270 +53%
UBV
639
United Bank (Virginia)
Virginia
$2.78M +$987 +7 +0%
BMCM
640
Bryn Mawr Capital Management
Pennsylvania
$2.77M -$43.9K -311 -1%
AL
641
ACAS LLC
California
$2.75M +$273K +1,934 +11%
PWS
642
Peterson Wealth Services
Utah
$2.74M -$420K -2,980 -13%
TFGT
643
TS Financial Group (TSFG)
Illinois
$2.74M +$592K +4,196 +25%
RIM
644
Rockbridge Investment Management
New York
$2.73M -$256K -1,816 -8%
MPW
645
MA Private Wealth
California
$2.73M -$1.8M -12,770 -38%
MA
646
MCF Advisors
Kentucky
$2.71M +$987 +7 +0%
MCA
647
MSH Capital Advisors
Arizona
$2.71M +$159K +1,130 +6%
EDRIA
648
Edmonds Duncan Registered Investment Advisors
Kansas
$2.71M -$211K -1,497 -7%
FT
649
Fiduciary Trust
Massachusetts
$2.7M – – –
WA
650
Waddell & Associates
Tennessee
$2.69M -$9.73K -69 -0.3%
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