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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
ONSWM
676
Old North State Wealth Management
North Carolina
$2.4M -$20.3K -150 -0.8%
FT
677
Fiduciary Trust
Massachusetts
$2.39M -$144K -1,067 -5%
JSL
678
JT Stratford LLC
Georgia
$2.39M -$4.87K -36 -0.2%
IFG
679
Independent Financial Group
California
$2.39M -$745K -5,509 -22%
KF
680
Krilogy Financial
Missouri
$2.36M +$377K +2,786 +17%
CAM
681
Carret Asset Management
New York
$2.34M -$49.3K -365 -2%
IA
682
Insight Advisors
Pennsylvania
$2.3M +$40K +296 +2%
SSWM
683
Sheets Smith Wealth Management
North Carolina
$2.3M – – –
SFP
684
Strategic Financial Partners
Oregon
$2.29M -$32.8K -243 -1%
MA
685
MCF Advisors
Kentucky
$2.29M -$271K -2,007 -10%
KCM
686
Kennicott Capital Management
California
$2.26M +$25.8K +191 +1%
AGP
687
Autumn Glory Partners
Texas
$2.25M +$15.1K +112 +0.6%
WIA
688
World Investment Advisors
California
$2.24M -$35.1K -260 -1%
DT
689
Diversified Trust
Tennessee
$2.24M +$12.3K +91 +0.5%
SF
690
Synovus Financial
Georgia
$2.24M +$156K +1,153 +7%
AFO
691
Allie Family Office
Florida
$2.24M +$938K +6,941 +58%
MAG
692
Mayfair Advisory Group
Alabama
$2.21M +$73.7K +545 +3%
VWM
693
Valley Wealth Managers
New Jersey
$2.2M -$51.9K -384 -2%
LWM
694
Liberty Wealth Management
California
$2.2M +$243K +1,796 +11%
BWM
695
Birchcreek Wealth Management
Ohio
$2.2M +$184K +1,361 +8%
C
696
CEDRUS
Colorado
$2.17M +$238K +1,762 +11%
WTFG
697
Wells Trecaso Financial Group
Ohio
$2.17M +$93.9K +695 +4%
HWMG
698
Hurlow Wealth Management Group
Indiana
$2.16M -$541 -4 -0%
EVM
699
Eaton Vance Management
Massachusetts
$2.16M +$672K +4,969 +40%
MCM
700
MV Capital Management
Maryland
$2.16M -$8.79K -65 -0.4%
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