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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
726
Bonfire Financial
Colorado
$4.99M -$573K -3,288 -10%
GAM
727
Grandview Asset Management
Pennsylvania
$4.97M +$1.5M +8,604 +43%
FWP
728
Family Wealth Partners
North Carolina
$4.93M -$166K -951 -3%
MA
729
Montag & Associates
Georgia
$4.92M -$523 -3 -0%
CBA
730
Coastal Bridge Advisors
Connecticut
$4.92M +$1.08M +6,170 +28%
OCG
731
Opus Capital Group
Ohio
$4.92M -$78.8K -452 -2%
KFA
732
Kelleher Financial Advisors
New York
$4.91M -$209K -1,199 -4%
OHIS
733
Oak Harvest Investment Services
Texas
$4.87M +$386K +2,213 +9%
DT
734
Diversified Trust
Tennessee
$4.85M -$273K -1,565 -5%
SVWAG
735
Sound View Wealth Advisors Group
Georgia
$4.85M -$231K -1,327 -5%
PFS
736
Prospect Financial Services
New York
$4.83M -$17.3K -99 -0.4%
BWM
737
BCS Wealth Management
Tennessee
$4.81M -$9.24K -53 -0.2%
HI
738
Horizon Investments
North Carolina
$4.79M +$1.83M +10,512 +61%
RFS
739
Richardson Financial Services
Massachusetts
$4.79M -$1.69M -9,664 -26%
LIWM
740
Long Island Wealth Management
New York
$4.78M +$2.27K +13 +0%
DE
741
Diversified Enterprises
Delaware
$4.75M +$3.12M +17,902 +186%
RA
742
RoundAngle Advisors
New Jersey
$4.74M +$79.2K +454 +2%
KJWM
743
Kiley Juergens Wealth Management
Washington
$4.72M +$177K +1,013 +4%
NPFS
744
Novak & Powell Financial Services
Florida
$4.71M -$289K -1,658 -6%
EF
745
Empowered Funds
Pennsylvania
$4.7M +$240K +1,379 +5%
BAM
746
Belpointe Asset Management
Nevada
$4.69M +$2.35M +13,470 +98%
WPC
747
Wedmont Private Capital
Pennsylvania
$4.68M +$1.57K +9 +0%
PWAM
748
Private Wealth Asset Management
Iowa
$4.67M +$4.71M +27,030 New
DWT
749
Dorsey & Whitney Trust
South Dakota
$4.65M -$27.4K -157 -0.6%
GFG
750
Greystone Financial Group
Michigan
$4.64M -$1.12M -6,430 -19%
28 29
30
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