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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
FAI
726
Fiduciary Advisors Inc
Missouri
$4.97M +$5.15M +29,369 New
SJGA
727
Stephen J. Garry & Associates
New York
$4.95M -$171K -974 -3%
NEWAS
728
N.E.W. Advisory Services
Wisconsin
$4.93M +$75.5K +430 +2%
BP
729
Ballentine Partners
Massachusetts
$4.9M +$16.1K +92 +0.3%
NPFS
730
Novak & Powell Financial Services
Florida
$4.9M -$52.5K -299 -1%
OCG
731
Opus Capital Group
Ohio
$4.9M -$66.9K -381 -1%
WPC
732
Wedmont Private Capital
Pennsylvania
$4.85M +$255K +1,454 +5%
MA
733
Montag & Associates
Georgia
$4.83M -$84.1K -479 -2%
IP
734
Intellectus Partners
California
$4.83M +$35.8K +204 +0.7%
GWP
735
Gateway Wealth Partners
Wisconsin
$4.81M +$28.3K +161 +0.6%
CCA
736
Clarity Capital Advisors
Florida
$4.78M +$269K +1,533 +6%
BBNB
737
Baker Boyer National Bank
Washington
$4.77M -$54.8K -312 -1%
LFA
738
Laraway Financial Advisors
Minnesota
$4.76M +$214K +1,218 +5%
PFS
739
Prospect Financial Services
New York
$4.75M +$318K +1,812 +7%
BWM
740
BCS Wealth Management
Tennessee
$4.72M +$4.89M +27,877 New
WFAG
741
Wescott Financial Advisory Group
Pennsylvania
$4.72M -$4.39K -25 -0.1%
CIA
742
Compass Ion Advisors
Pennsylvania
$4.71M +$152K +864 +3%
LIWM
743
Long Island Wealth Management
New York
$4.69M +$14K +80 +0.3%
SG
744
StoneX Group
New York
$4.62M +$2.15M +12,254 +81%
WDL
745
Well Done LLC
Michigan
$4.58M – – –
DWT
746
Dorsey & Whitney Trust
South Dakota
$4.58M -$393K -2,241 -8%
RA
747
RoundAngle Advisors
New Jersey
$4.57M +$4.74M +27,010 New
SC
748
Syon Capital
California
$4.57M -$514K -2,929 -10%
PPA
749
Painted Porch Advisors
California
$4.52M +$1.05M +5,994 +29%
MPW
750
MA Private Wealth
California
$4.49M -$77.9K -444 -2%
28 29
30
31 32