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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
726
Narus Financial Partners
Utah
$3.02M -$100K -701 -3%
FIA
727
Foundations Investment Advisors
Arizona
$3.02M +$47K +328 +2%
OSAM
728
O'Shaughnessy Asset Management
Connecticut
$3.02M +$151K +1,055 +5%
TC
729
Tacita Capital
Ontario, Canada
$3.02M +$33K +230 +1%
NB
730
Nicolet Bankshares
Wisconsin
$3.02M -$187K -1,302 -6%
OCM
731
One Capital Management
California
$3.01M -$15.3K -107 -0.5%
SFS
732
Security Financial Services
Indiana
$3.01M -$217K -1,515 -6%
HSWM
733
Hubbell Strickland Wealth Management
Louisiana
$3M +$111K +775 +4%
AL
734
ACAS LLC
California
$2.99M +$5.16K +36 +0.2%
WIA
735
World Investment Advisors
California
$2.98M -$154K -1,073 -5%
IC
736
IEQ Capital
California
$2.98M +$712K +4,967 +30%
UBG
737
United Bank (Georgia)
Georgia
$2.96M -$57K -398 -2%
KCM
738
Kennicott Capital Management
California
$2.96M -$6.13M -42,809 -67%
RW
739
REDW Wealth
New Mexico
$2.94M -$310K -2,165 -9%
TFP
740
Triune Financial Partners
Kansas
$2.93M +$19.3K +135 +0.6%
CWA
741
Continuum Wealth Advisors
New York
$2.92M -$110K -766 -3%
VCM
742
Vivaldi Capital Management
Illinois
$2.92M -$716 -5 -0%
GWMIA
743
Global Wealth Management Investment Advisory
Florida
$2.91M -$145K -1,015 -5%
WB
744
West Bancorporation
Iowa
$2.9M -$284K -1,984 -9%
OMC
745
Old Mission Capital
Illinois
$2.9M +$3.01M +21,000 New
FSA
746
Financial Services Advisory
Maryland
$2.9M +$3.01M +20,995 New
COCM
747
Charter Oak Capital Management
New Hampshire
$2.89M -$79.9K -558 -3%
DAS
748
Dynamic Advisor Solutions
Arizona
$2.89M +$906K +6,320 +43%
NWM
749
Northwest Wealth Management
Iowa
$2.88M -$47K -328 -2%
TFA
750
Tobias Financial Advisors
Florida
$2.88M – – –
28 29
30
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