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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
NS
676
Newman & Schimel
Illinois
$1.34M -$21.6K -155 -2%
TWM
677
Tradition Wealth Management
Minnesota
$1.33M -$7.24K -52 -0.5%
RFC
678
Regions Financial Corp
Alabama
$1.32M -$40.1K -288 -3%
AIA
679
AIMZ Investment Advisors
California
$1.31M +$332K +2,386 +33%
HTC
680
Haverford Trust Company
Pennsylvania
$1.31M -$29.7K -213 -2%
WP
681
WealthSource Partners
California
$1.3M -$20.2K -145 -1%
LB
682
Leo Brokerage
Texas
$1.3M +$30.8K +221 +2%
CPC
683
Cookson Peirce & Co
Pennsylvania
$1.29M -$238K -1,711 -15%
NCM
684
Northwest Capital Management
Oregon
$1.29M – – –
NB
685
Nicolet Bankshares
Wisconsin
$1.29M – – –
LWAC
686
Laurel Wealth Advisors (California)
California
$1.29M -$5.83M -41,902 -81%
T
687
TRUADVICE
Florida
$1.29M -$13.9M -99,799 -92%
CCP
688
Corient Capital Partners
California
$1.29M -$53K -381 -4%
CB
689
Cadence Bank
Mississippi
$1.28M – – –
KWM
690
Kingsview Wealth Management
Oregon
$1.26M -$132K -949 -9%
HCM
691
Howland Capital Management
Massachusetts
$1.25M – – –
MFA
692
Mayflower Financial Advisors
Massachusetts
$1.25M +$24.6K +177 +2%
LF
693
LifeSteps Financial
California
$1.24M +$4.18K +30 +0.3%
PFGIA
694
Patriot Financial Group Insurance Agency
Massachusetts
$1.23M +$141K +1,013 +13%
BP
695
Broadleaf Partners
Ohio
$1.23M +$93.4K +671 +8%
DWM
696
Defined Wealth Management
Oregon
$1.23M +$22.3K +160 +2%
GAM
697
Gould Asset Management
California
$1.21M -$19.5K -140 -2%
WAP
698
Wealthcare Advisory Partners
Pennsylvania
$1.19M -$172K -1,233 -12%
GTAM
699
Global Trust Asset Management
Florida
$1.19M +$102K +729 +9%
BA
700
Bristlecone Advisors
Washington
$1.19M +$278 +2 +0%
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