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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
626
Valeo Financial Advisors
Indiana
$6.52M -$912K -5,195 -12%
FGWP
627
Founders Grove Wealth Partners
Virginia
$6.52M +$6.76M +38,495 New
KWA
628
Kingswood Wealth Advisors
California
$6.48M -$932K -5,313 -12%
SFWC
629
Strategic Family Wealth Counselors
New Jersey
$6.46M +$596K +3,398 +10%
FFA
630
Florida Financial Advisors
Florida
$6.44M +$262K +1,494 +4%
MSF
631
Mustard Seed Financial
Arkansas
$6.44M -$88.3K -503 -1%
BOA
632
Birnam Oak Advisors
New York
$6.43M +$6.67M +38,000 New
GB
633
Gunma Bank
Japan
$6.43M -$1.58M -9,000 -19%
AP
634
Advisors Preferred
Maryland
$6.42M – – –
FWA
635
Flagship Wealth Advisors
Massachusetts
$6.42M +$6.65M +37,917 New
SG
636
Sharper & Granite
California
$6.42M +$48.6K +277 +0.7%
IAG
637
Investment Advisory Group
Massachusetts
$6.41M +$168K +957 +3%
KOC
638
Koss-Olinger Consulting
Florida
$6.38M +$64.9K +370 +1%
CPWA
639
Cerro Pacific Wealth Advisors
California
$6.37M -$7.55K -43 -0.1%
FCI
640
Financial Counselors Inc
Kansas
$6.34M +$533K +3,035 +9%
RFS
641
Richardson Financial Services
Massachusetts
$6.32M -$1.56M -8,917 -19%
PA
642
Prism Advisors
California
$6.31M -$20.5K -117 -0.3%
MAM
643
McLean Asset Management
Virginia
$6.31M +$392K +2,231 +6%
FLA
644
Financial Life Advisors
Texas
$6.28M -$56.5K -322 -0.9%
HP
645
Holistic Planning
Texas
$6.27M -$437K -2,489 -6%
FC
646
Family CFO
California
$6.22M +$169K +965 +3%
IIA
647
IPG Investment Advisors
California
$6.21M +$1.46M +8,322 +29%
SB
648
Simmons Bank
Arkansas
$6.21M -$227K -1,293 -3%
WPW
649
Watershed Private Wealth
Illinois
$6.2M -$1.4K -8 -0%
GWM
650
GSB Wealth Management
Connecticut
$6.2M +$121K +687 +2%
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