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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
726
Johnson Investment Counsel
Ohio
$5.24M +$107K +636 +2%
FAI
727
Fiduciary Advisors Inc
Missouri
$5.24M +$19.3K +114 +0.4%
AI
728
ArchPoint Investors
Florida
$5.24M – – –
KWMG
729
King Wealth Management Group
Florida
$5.23M +$1.41M +8,363 +39%
TFA
730
Trinity Financial Advisors
Ohio
$5.22M -$535K -3,169 -10%
CAG
731
Csenge Advisory Group
Florida
$5.21M -$112K -665 -2%
BWM
732
BCS Wealth Management
Tennessee
$5.2M +$269K +1,590 +6%
BF
733
Bonfire Financial
Colorado
$5.16M +$23.8K +141 +0.5%
DT
734
Diversified Trust
Tennessee
$5.16M +$186K +1,103 +4%
EF
735
Empowered Funds
Pennsylvania
$5.16M +$327K +1,935 +7%
NYLIM
736
New York Life Investment Management
New York
$5.12M +$4.9M +28,995 New
TWA
737
TCI Wealth Advisors
Arizona
$5.12M +$4.19M +24,793 +597%
OHIS
738
Oak Harvest Investment Services
Texas
$5.1M +$114K +677 +2%
GAM
739
Grandview Asset Management
Pennsylvania
$5.09M +$9.29K +55 +0.2%
SJGA
740
Stephen J. Garry & Associates
New York
$5.06M -$366K -2,168 -7%
WDL
741
Well Done LLC
Michigan
$5.05M +$430K +2,543 +10%
DWM
742
Destination Wealth Management
California
$5.04M -$387K -2,292 -7%
OCG
743
Opus Capital Group
Ohio
$5.02M -$11.1K -66 -0.2%
BAM
744
Belpointe Asset Management
Nevada
$5.01M +$196K +1,161 +4%
LIWM
745
Long Island Wealth Management
New York
$4.96M +$58.1K +344 +1%
CBA
746
Coastal Bridge Advisors
Connecticut
$4.94M -$89.9K -532 -2%
DE
747
Diversified Enterprises
Delaware
$4.94M +$75.2K +445 +2%
FEG
748
Fund Evaluation Group
Ohio
$4.9M +$4.69M +27,750 New
RWM
749
Ritholtz Wealth Management
New York
$4.9M +$1.84M +10,915 +65%
RA
750
RoundAngle Advisors
New Jersey
$4.9M +$46.5K +275 +1%
28 29
30
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