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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
701
Rehmann Capital Advisory Group
Michigan
$4.07M -$36.6K -260 -0.9%
CA
702
Clearstead Advisors
Ohio
$4.07M +$3.13M +22,262 +448%
CGL
703
Clarius Group LLC
Washington
$4.06M -$552K -3,925 -13%
CPW
704
Catalyst Private Wealth
California
$4.01M +$116K +823 +3%
RSWM
705
Robertson Stephens Wealth Management
California
$4M -$407K -2,895 -10%
TBC
706
Ted Buchan & Co
California
$3.99M +$135K +957 +4%
LIWM
707
Long Island Wealth Management
New York
$3.97M +$3.74M +26,579 New
SIS
708
Strategic Investment Solutions
Illinois
$3.96M -$77M -547,417 -95%
ITB
709
Idaho Trust Bank
Idaho
$3.96M -$1.98M -14,085 -35%
UBV
710
United Bank (Virginia)
Virginia
$3.92M +$1.37M +9,760 +59%
BC
711
Barrett & Company
Rhode Island
$3.92M -$36K -256 -1%
FNBSF
712
First National Bank Sioux Falls
South Dakota
$3.9M +$848K +6,027 +30%
RJT
713
Raymond James Trust
Florida
$3.9M +$391K +2,780 +12%
WGCA
714
Wolf Group Capital Advisors
Virginia
$3.89M -$187K -1,331 -5%
GB
715
Gunma Bank
Japan
$3.89M +$1.55M +11,000 +73%
LFA
716
Laraway Financial Advisors
Minnesota
$3.89M +$136K +965 +4%
SLT
717
St Louis Trust
Missouri
$3.87M +$161K +1,143 +5%
STA
718
Summit Trail Advisors
New York
$3.86M -$3.02M -21,467 -45%
DWM
719
Destination Wealth Management
California
$3.86M +$218K +1,546 +6%
IP
720
Intellectus Partners
California
$3.85M -$75.3K -535 -2%
RW
721
REDW Wealth
New Mexico
$3.85M +$618K +4,392 +21%
CIA
722
Compass Ion Advisors
Pennsylvania
$3.84M -$13.4K -95 -0.4%
DT
723
Diversified Trust
Tennessee
$3.84M -$20.8K -148 -0.6%
BBNB
724
Baker Boyer National Bank
Washington
$3.83M +$248K +1,761 +7%
SW
725
SteelPeak Wealth
California
$3.81M +$3.58M +25,456 New
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