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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
676
Global Wealth Management Investment Advisory
Florida
$3.25M -$229K -1,635 -6%
AA
677
Auxano Advisors
Washington
$3.25M – – –
MW
678
Marcum Wealth
Ohio
$3.23M -$1.18M -8,378 -26%
MFT
679
Moisand Fitzgerald Tamayo
Florida
$3.23M -$35.6K -254 -1%
RJT
680
Raymond James Trust
Florida
$3.22M +$105K +749 +3%
WMG
681
WESCAP Management Group
California
$3.18M +$613K +4,367 +23%
GT
682
Greenleaf Trust
Michigan
$3.16M -$89.4K -637 -3%
SW
683
SVB Wealth
Massachusetts
$3.16M -$193K -1,374 -6%
BAM
684
Baldrige Asset Management
Pennsylvania
$3.16M -$1.97K -14 -0.1%
UBG
685
United Bank (Georgia)
Georgia
$3.14M -$90.8K -647 -3%
FA
686
Fountainhead AM
New Jersey
$3.14M +$791K +5,634 +33%
PFWA
687
Paces Ferry Wealth Advisors
Georgia
$3.13M +$29K +207 +0.9%
PP
688
Prosperity Planning
Missouri
$3.12M +$238K +1,694 +8%
COCM
689
Charter Oak Capital Management
New Hampshire
$3.11M +$65.5K +467 +2%
CANC
690
Culbertson A N & Co
Virginia
$3.1M -$982 -7 -0%
GA
691
GFS Advisors
Texas
$3.1M -$13.3K -95 -0.4%
DTC
692
Davidson Trust Company
Washington
$3.09M +$495K +3,528 +19%
IFG
693
Independent Financial Group
California
$3.09M -$178K -1,270 -5%
EA
694
Eudaimonia Advisors
Tennessee
$3.08M -$815K -5,808 -21%
NWM
695
Northwest Wealth Management
Iowa
$3.06M -$175K -1,249 -5%
LAM
696
LifePro Asset Management
California
$3.06M – – –
GLA
697
Great Lakes Advisors
Illinois
$3.06M +$28.1K +200 +0.9%
NOI
698
Newton One Investments
Delaware
$3.05M -$137K -979 -4%
AWA
699
Amplius Wealth Advisors
Pennsylvania
$3.04M +$45.9K +327 +2%
OIA
700
OneDigital Investment Advisors
Kansas
$3.01M -$195K -1,390 -6%
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