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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
KWMG
626
King Wealth Management Group
Florida
$9.28M +$1.72M +8,611 +22%
SCM
627
Spreng Capital Management
Ohio
$9.22M +$475K +2,374 +5%
ECA
628
Elevated Capital Advisors
Utah
$9.21M +$211K +1,053 +2%
SWA
629
Sax Wealth Advisors
New Jersey
$9.21M -$9.61K -48 -0.1%
MCM
630
Manchester Capital Management
Vermont
$9.18M -$645K -3,223 -6%
DWAM
631
Duncan Williams Asset Management
Tennessee
$9.17M -$667K -3,331 -7%
PA
632
Planning Alternatives
Michigan
$9.06M +$174K +867 +2%
HI
633
Horizon Investments
North Carolina
$9.06M +$1.9M +9,500 +26%
CAWM
634
Capital Advisors Wealth Management
Washington
$9.01M +$7.54M +37,681 +457%
FWA
635
Flagship Wealth Advisors
Massachusetts
$8.96M -$1.3M -6,502 -11%
DB
636
Dravo Bay
Delaware
$8.87M +$288K +1,438 +3%
AC
637
Avestar Capital
New York
$8.86M +$701K +3,500 +8%
SLT
638
St Louis Trust
Missouri
$8.84M -$219K -1,093 -2%
VWM
639
Vivid Wealth Management
Iowa
$8.84M -$258K -1,291 -3%
AIM
640
Advyzon Investment Management
Illinois
$8.8M +$2.65M +13,256 +42%
GWM
641
GoalFusion Wealth Management
Texas
$8.78M +$279K +1,394 +3%
GP
642
GLR Partners
Maryland
$8.77M +$8.95M +44,704 New
DW30
643
Drucker Wealth 3.0
New Jersey
$8.75M -$146K -731 -2%
KG
644
Kilter Group
New York
$8.75M +$176K +878 +2%
PWC
645
Pathfinder Wealth Consulting
North Carolina
$8.71M -$50.7K -253 -0.6%
RPWA
646
Regent Peak Wealth Advisors
Georgia
$8.69M -$268K -1,340 -3%
FFA
647
Florida Financial Advisors
Florida
$8.69M +$823K +4,112 +10%
AWM
648
Aries Wealth Management
Maine
$8.66M +$887K +4,430 +11%
CA
649
Clune & Associates
Illinois
$8.61M +$683K +3,411 +8%
TFA
650
TPG Financial Advisors
Oregon
$8.61M -$554K -2,766 -6%
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