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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
HHRDM
651
H&H Retirement Design & Management
Nevada
$3.91M +$31K +225 +0.8%
IWM
652
IHT Wealth Management
Illinois
$3.9M -$40.9K -297 -1%
WGCA
653
Wolf Group Capital Advisors
Virginia
$3.89M +$719K +5,217 +23%
DWM
654
Defined Wealth Management
Oregon
$3.87M +$473K +3,434 +14%
MAG
655
Mayfair Advisory Group
Alabama
$3.83M +$1.31M +9,491 +55%
AWM
656
Axxcess Wealth Management
California
$3.82M +$309K +2,246 +9%
GWM
657
GSB Wealth Management
Connecticut
$3.79M +$667K +4,841 +22%
TF
658
Theory Financial
Colorado
$3.77M +$3.7M +26,850 New
AWA
659
Arete Wealth Advisors
Illinois
$3.76M -$460K -3,338 -11%
DFG
660
Delta Financial Group
New Jersey
$3.73M +$3.65M +26,535 New
FCB
661
First County Bank
Connecticut
$3.71M +$3.64M +26,459 New
BST
662
Bath Savings Trust
Maine
$3.7M +$93.4K +678 +3%
BC
663
Barrett & Company
Rhode Island
$3.62M – – –
BCG
664
Breakwater Capital Group
New Jersey
$3.62M +$3.55M +25,805 New
NB
665
Nicolet Bankshares
Wisconsin
$3.62M -$228K -1,654 -6%
CPW
666
Catalyst Private Wealth
California
$3.62M -$955K -6,936 -21%
BTWM
667
Baker Tilly Wealth Management
Wisconsin
$3.61M +$3.54M +25,732 New
DWM
668
Destination Wealth Management
California
$3.59M +$39.8K +289 +1%
GWMIA
669
Global Wealth Management Investment Advisory
Florida
$3.54M -$88.4K -642 -2%
CSIA
670
Conrad Siegel Investment Advisors
Pennsylvania
$3.53M +$299K +2,168 +9%
LFA
671
Laraway Financial Advisors
Minnesota
$3.45M +$136K +989 +4%
BMCM
672
Bryn Mawr Capital Management
Pennsylvania
$3.44M +$401K +2,914 +13%
IAA
673
Ironsides Asset Advisors
North Carolina
$3.44M -$23.4K -170 -0.7%
HWA
674
Hillcrest Wealth Advisors
New Jersey
$3.43M – – –
TCM
675
True Capital Management
California
$3.42M +$3.36M +24,372 New
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