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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
726
Kingsview Wealth Management
Oregon
$2.05M +$8.46K +58 +0.4%
LFAS
727
Level Four Advisory Services
Texas
$2.02M +$32K +219 +2%
ML
728
Mayport LLC
Massachusetts
$2.02M +$524K +3,591 +36%
CFAM
729
Center For Asset Management
Florida
$2.01M -$522K -3,578 -21%
NSAM
730
North Star Asset Management
Wisconsin
$1.97M – – –
MCM
731
MV Capital Management
Maryland
$1.95M – – –
CWMGP
732
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.95M +$10.2K +70 +0.5%
MFT
733
Moisand Fitzgerald Tamayo
Florida
$1.95M -$1.8M -12,358 -48%
TFCP
734
Twin Focus Capital Partners
Massachusetts
$1.93M – – –
BC
735
Burney Company
Virginia
$1.93M -$56.9K -390 -3%
RPG
736
Resource Planning Group
Georgia
$1.92M -$44.2K -303 -2%
MWA
737
Motive Wealth Advisors
Michigan
$1.91M -$1.23M -8,440 -39%
TA
738
Tiedemann Advisors
New York
$1.91M -$16.5K -113 -0.9%
CPC
739
Cookson Peirce & Co
Pennsylvania
$1.9M +$360K +2,470 +24%
PWM
740
Perigon Wealth Management
California
$1.89M +$827K +5,667 +79%
PL
741
Plancorp LLC
Missouri
$1.89M +$44.9K +308 +2%
KPW
742
Kore Private Wealth
New York
$1.89M +$584K +3,999 +46%
RFA
743
RTD Financial Advisors
Pennsylvania
$1.88M -$14.9K -102 -0.8%
SL
744
SWMG LLC
Texas
$1.88M -$198K -1,357 -10%
OIA
745
OneDigital Investment Advisors
Kansas
$1.86M -$233K -1,594 -11%
MA
746
Montag & Associates
Georgia
$1.85M -$963K -6,598 -34%
PFPT
747
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.85M +$259K +1,773 +16%
CSB
748
City State Bank
Iowa
$1.84M +$520K +3,565 +40%
GWM
749
Geneos Wealth Management
Colorado
$1.84M +$407K +2,788 +29%
CAM
750
Covenant Asset Management
New Jersey
$1.83M +$23.9K +164 +1%
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