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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
651
Windward Private Wealth Management
Kansas
$5.81M -$168K -1,004 -3%
APG
652
Abacus Planning Group
South Carolina
$5.79M -$59.9K -358 -1%
RTL
653
Red Tortoise LLC
Georgia
$5.77M +$144K +860 +3%
MWM
654
Marietta Wealth Management
Georgia
$5.67M +$106K +633 +2%
UF
655
Univest Financial
Pennsylvania
$5.67M +$5.44M +32,476 New
CB
656
Chris Bulman
California
$5.66M +$508K +3,033 +10%
GLA
657
Good Life Advisors
Pennsylvania
$5.66M +$304K +1,814 +6%
HI
658
Horizon Investments
North Carolina
$5.64M +$815K +4,867 +18%
WTA
659
Washington Trust Advisors
Massachusetts
$5.63M -$746K -4,453 -12%
AWM
660
Apollon Wealth Management
South Carolina
$5.61M -$3.1M -18,512 -37%
TYCC
661
Texas Yale Capital Corp
Florida
$5.6M -$67.1K -401 -1%
SPI
662
Santori & Peters Inc
Pennsylvania
$5.6M +$5.37M +32,097 New
BST
663
Bath Savings Trust
Maine
$5.59M +$127K +756 +2%
WIA
664
Wetzel Investment Advisors
Indiana
$5.56M +$1.78M +10,612 +50%
AG
665
AlTi Global
New York
$5.56M -$17.1K -102 -0.3%
IAS
666
Insigneo Advisory Services
Florida
$5.5M +$60.9K +364 +1%
CAL
667
Capital Advisors Ltd
Ohio
$5.48M +$51.7K +309 +1%
SWM
668
SigFig Wealth Management
California
$5.48M +$728K +4,349 +16%
AWM
669
Accel Wealth Management
Iowa
$5.47M +$100K +599 +2%
ATC
670
Argent Trust Co
Tennessee
$5.45M +$8.71K +52 +0.2%
NF
671
Nikulski Financial
Iowa
$5.43M -$317K -1,894 -6%
SF
672
Synovus Financial
Georgia
$5.39M +$2.55M +15,249 +98%
RA
673
Riversedge Advisors
Delaware
$5.38M +$51.2K +306 +1%
TFGT
674
TS Financial Group (TSFG)
Illinois
$5.37M -$226K -1,347 -4%
LL
675
LPWM LLC
Minnesota
$5.35M -$1.34K -8 -0%
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