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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
626
Clune & Associates
Illinois
$7.08M +$471K +2,601 +7%
GWM
627
GoalFusion Wealth Management
Texas
$7.04M -$955K -5,274 -12%
FFA
628
Florida Financial Advisors
Florida
$7.04M -$799K -4,413 -10%
VFA
629
Valeo Financial Advisors
Indiana
$7.04M +$36.8K +203 +0.5%
FAM
630
Frontier Asset Management
Wyoming
$7.03M +$133K +732 +2%
FC
631
Family CFO
California
$6.98M +$162K +895 +2%
SFM
632
Signet Financial Management
New Jersey
$6.96M -$137K -754 -2%
MWM
633
Marietta Wealth Management
Georgia
$6.93M +$136K +751 +2%
IIA
634
IPG Investment Advisors
California
$6.86M -$65K -359 -1%
SAM
635
Smartleaf Asset Management
Massachusetts
$6.85M +$1.79M +9,867 +37%
ACA
636
Ackerman Capital Advisors
Texas
$6.83M -$173K -954 -3%
CWM
637
Certus Wealth Management
California
$6.73M +$310K +1,711 +5%
HP
638
Holistic Planning
Texas
$6.7M -$411K -2,268 -6%
VCA
639
Verdence Capital Advisors
Maryland
$6.68M +$37.7K +208 +0.6%
ES
640
Eagle Strategies
New York
$6.67M -$137K -754 -2%
AC
641
Avant Capital
Louisiana
$6.65M +$38.7K +214 +0.6%
MAM
642
McLean Asset Management
Virginia
$6.62M -$40.9K -226 -0.6%
FFP
643
Forbes Financial Planning
Rhode Island
$6.55M +$73.7K +407 +1%
FLA
644
Financial Life Advisors
Texas
$6.55M -$118K -649 -2%
AG
645
Ascent Group
Virginia
$6.5M -$5.41M -29,862 -46%
PCMC
646
Paragon Capital Management (Colorado)
Colorado
$6.5M -$1.48M -8,158 -19%
AWM
647
Aries Wealth Management
Maine
$6.49M +$515K +2,844 +9%
MWA
648
Martel Wealth Advisors
Washington
$6.48M +$38.4K +212 +0.6%
TC
649
TFR Capital
Texas
$6.47M +$71.2K +393 +1%
MNA
650
Manning & Napier Advisors
New York
$6.47M +$427K +2,358 +7%
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