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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
676
AUA Capital Management
Pennsylvania
$2.44M +$130K +920 +5%
VWM
677
Valley Wealth Managers
New Jersey
$2.4M -$270K -1,915 -10%
KCM
678
Kennicott Capital Management
California
$2.39M +$21.7K +154 +0.9%
AGP
679
Autumn Glory Partners
Texas
$2.39M +$1.55M +10,975 +154%
DT
680
Diversified Trust
Tennessee
$2.38M +$374K +2,650 +17%
MLA
681
My Legacy Advisors
Oregon
$2.35M -$625K -4,428 -20%
PCA
682
Personal Capital Advisors
California
$2.35M -$521K -3,691 -17%
MAG
683
Mayfair Advisory Group
Alabama
$2.34M +$429K +3,039 +22%
MCM
684
MV Capital Management
Maryland
$2.31M +$613K +4,348 +33%
HFA
685
Highland Financial Advisors
New Jersey
$2.31M +$2.47M +17,534 New
HWMG
686
Hurlow Wealth Management Group
Indiana
$2.31M – – –
MG
687
MilWealth Group
Wisconsin
$2.31M -$34.4K -244 -1%
GFG
688
Greystone Financial Group
Michigan
$2.28M +$2.2M +15,623 +933%
LPT
689
Legacy Private Trust
Wisconsin
$2.28M -$11.6M -82,401 -83%
OCM
690
Orser Capital Management
Texas
$2.27M -$1.1M -7,807 -31%
DHFB
691
Dixon Hubard Feinour & Brown
Virginia
$2.26M – – –
ML
692
Mayport LLC
Massachusetts
$2.25M +$477K +3,383 +25%
FHA
693
Flagship Harbor Advisors
Massachusetts
$2.25M +$153K +1,085 +7%
SF
694
Synovus Financial
Georgia
$2.24M +$154K +1,092 +7%
NCM
695
Novare Capital Management
North Carolina
$2.23M +$9.87K +70 +0.4%
MCWS
696
McKinley Carter Wealth Services
West Virginia
$2.23M -$137K -974 -5%
WTFG
697
Wells Trecaso Financial Group
Ohio
$2.22M -$131K -930 -5%
BHWM
698
Beaird Harris Wealth Management
Texas
$2.21M -$296K -2,097 -11%
HIGP
699
Hill Investment Group Partners
Missouri
$2.2M -$693K -4,915 -23%
CWM
700
Connecticut Wealth Management
Connecticut
$2.19M +$2.34M +16,601 New
26 27
28
29 30