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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
701
Independent Financial Group
California
$3.18M +$5K +36 +0.2%
GWMIA
702
Global Wealth Management Investment Advisory
Florida
$3.14M -$203K -1,463 -6%
GJIA
703
Glass Jacobson Investment Advisors
Maryland
$3.12M +$3.05M +21,989 New
CWA
704
Continuum Wealth Advisors
New York
$3.12M -$7.9M -56,866 -72%
FFWM
705
Future Financial Wealth Management
Ohio
$3.12M +$1.53M +11,007 +101%
OCM
706
One Capital Management
California
$3.11M -$311K -2,237 -9%
UBG
707
United Bank (Georgia)
Georgia
$3.11M -$119K -860 -4%
AWA
708
Amplius Wealth Advisors
Pennsylvania
$3.11M -$20.4K -147 -0.7%
TC
709
Tacita Capital
Ontario, Canada
$3.08M +$52.8K +380 +2%
CA
710
Continuum Advisory
Idaho
$3.08M +$120K +861 +4%
AL
711
ACAS LLC
California
$3.07M -$5.56K -40 -0.2%
FIA
712
Foundations Investment Advisors
Arizona
$3.07M +$274K +1,974 +10%
SF
713
Synovus Financial
Georgia
$3.06M +$1.09M +7,857 +57%
COCM
714
Charter Oak Capital Management
New Hampshire
$3.06M -$139K -998 -4%
GLA
715
Great Lakes Advisors
Illinois
$3.05M -$97.8K -704 -3%
KCM
716
Kennicott Capital Management
California
$3.04M +$6.05M +43,539 +210%
HIA
717
HTG Investment Advisors
Connecticut
$3.03M +$388K +2,794 +15%
NWM
718
Northwest Wealth Management
Iowa
$3.02M -$128K -922 -4%
GA
719
GFS Advisors
Texas
$3.01M -$173K -1,242 -6%
VCM
720
Vivaldi Capital Management
Illinois
$3M +$409K +2,947 +16%
TFP
721
Triune Financial Partners
Kansas
$3M -$3.19K -23 -0.1%
LWM
722
Liberty Wealth Management
California
$2.99M +$23.1K +166 +0.8%
HSWM
723
Hubbell Strickland Wealth Management
Louisiana
$2.98M +$25.1K +181 +0.9%
AB
724
Atlas Brown
Kentucky
$2.97M -$4.44K -32 -0.2%
TFA
725
Tobias Financial Advisors
Florida
$2.96M -$33.9K -244 -1%
27 28
29
30 31