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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
726
TrueWealth Advisors
Alabama
$1.05M -$10K -72 -0.9%
WMP
727
Wealth Management Partners
Arizona
$1.05M +$127K +909 +13%
MFA
728
McClarren Financial Advisors
Pennsylvania
$1.05M +$421K +3,022 +64%
GWM
729
Geneos Wealth Management
Colorado
$1.04M +$456K +3,276 +76%
PCM
730
Parsons Capital Management
Rhode Island
$1.04M +$85.1K +611 +9%
BAM
731
Brave Asset Management
New Jersey
$1.04M – – –
HCIA
732
Hochman Cole Investment Advisors
Illinois
$1.03M -$15K -108 -1%
CA
733
Cornerstone Advisory
Maryland
$1.03M +$16.7K +120 +2%
FOA
734
Five Oceans Advisors
California
$1.02M +$1.05M +7,548 New
ED
735
Exane Derivatives
France
$1.02M – – –
FMBTD
736
First Midwest Bank Trust Division
Illinois
$1.01M – – –
SMA
737
Sage Mountain Advisors
Georgia
$1.01M -$88.3K -634 -8%
TK
738
TIAA Kaspick
Massachusetts
$1.01M -$25.1K -180 -2%
PTP
739
Platform Technology Partners
New York
$1M – – –
AWA
740
Alta Wealth Advisors
Massachusetts
$1M +$79.6K +572 +8%
PBF
741
Petix & Botte Financial
California
$1M +$517K +3,710 +101%
TCM
742
Triumph Capital Management
Colorado
$998K +$15.7K +113 +2%
SFWC
743
Strategic Family Wealth Counselors
New Jersey
$996K +$71.4K +513 +7%
AWA
744
Arkadios Wealth Advisors
Georgia
$994K -$269K -1,933 -21%
PWM
745
Perigon Wealth Management
California
$990K -$12K -86 -1%
SBH
746
Segall Bryant & Hamill
Illinois
$986K +$12.1K +87 +1%
VCA
747
Verdence Capital Advisors
Maryland
$984K +$12.5K +90 +1%
DWM
748
Doyle Wealth Management
Florida
$982K +$228K +1,636 +29%
KFS
749
Kelly Financial Services
Massachusetts
$974K +$348K +2,501 +53%
RHBC
750
R.H. Bluestein & Co
Michigan
$968K -$195K -1,400 -16%
28 29
30
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