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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
701
Cypress Wealth Services
California
$1.18M -$225K -1,617 -16%
TC
702
TAP Consulting
Missouri
$1.17M -$26.3K -189 -2%
PP
703
Prudential plc
United Kingdom
$1.16M +$267K +1,920 +29%
WIA
704
World Investment Advisors
California
$1.16M -$212K -1,519 -15%
AIA
705
Alera Investment Advisors
Illinois
$1.16M – – –
PP
706
Prosperity Planning
Missouri
$1.16M – – –
IFWM
707
Institute for Wealth Management
Colorado
$1.15M -$15.5K -111 -1%
JSL
708
JT Stratford LLC
Georgia
$1.15M +$58.9K +423 +5%
LFG
709
Larson Financial Group
Missouri
$1.14M +$149K +1,067 +15%
AL
710
ADE LLC
Maryland
$1.14M +$278 +2 +0%
GSWM
711
Golden State Wealth Management
California
$1.13M +$127K +909 +12%
MAG
712
Mayfair Advisory Group
Alabama
$1.12M +$62.8K +451 +6%
ARC
713
Advisor Resource Council
Texas
$1.11M -$194K -1,396 -14%
PGFC
714
Peapack-Gladstone Financial Corp
New Jersey
$1.11M +$279K +2,007 +32%
AWE
715
Avidian Wealth Enterprises
Texas
$1.11M -$177K -1,271 -13%
MGWM
716
Marks Group Wealth Management
Minnesota
$1.1M +$364K +2,615 +47%
JCM
717
Jacobi Capital Management
Pennsylvania
$1.1M -$3.9K -28 -0.3%
RGC
718
Roberts, Glore & Co
Illinois
$1.1M +$16.2K +116 +1%
LNWTC
719
Laird Norton Wetherby Trust Company
Washington
$1.09M +$48.9K +351 +5%
MWM
720
Meridian Wealth Management
Kentucky
$1.09M +$45.3K +325 +4%
RIA
721
Regal Investment Advisors
Michigan
$1.09M +$181K +1,300 +19%
ECM
722
ExodusPoint Capital Management
New York
$1.08M +$1.11M +8,007 New
APW
723
Aurora Private Wealth
New Jersey
$1.08M +$1.11M +8,004 New
WI
724
WrapManager Inc
California
$1.07M +$150K +1,080 +16%
BIA
725
Barry Investment Advisors
Massachusetts
$1.06M +$1.11K +8 +0.1%
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