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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
751
Western Wealth Management
Colorado
$1.6M +$1.55M +10,883 New
PCA
752
Pallas Capital Advisors
Massachusetts
$1.6M -$42.7K -299 -3%
PFPT
753
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.58M -$1.43K -10 -0.1%
IFAM
754
Institutional & Family Asset Management
Colorado
$1.57M -$147K -1,030 -9%
WFS
755
Weitzel Financial Services
Iowa
$1.57M +$57K +399 +4%
HSWM
756
Hubbell Strickland Wealth Management
Louisiana
$1.57M +$7.28K +51 +0.5%
GT
757
Greenleaf Trust
Michigan
$1.56M +$64.5K +452 +4%
MAG
758
Mayfair Advisory Group
Alabama
$1.56M +$334K +2,339 +29%
ADL
759
Asset Dedication LLC
California
$1.56M +$632K +4,423 +71%
OWA
760
Outlook Wealth Advisors
Texas
$1.56M +$74.7K +523 +5%
BBW
761
Blue Barn Wealth
Utah
$1.56M -$20.8K -146 -1%
CM
762
Columbus Macro
Pennsylvania
$1.56M – – –
FANJ
763
Financial Architects (New Jersey)
New Jersey
$1.55M -$19.9K -139 -1%
THWM
764
Taylor Hoffman Wealth Management
Virginia
$1.54M -$21.6K -151 -1%
BWA
765
Blodgett Wealth Advisors
California
$1.54M +$1.49M +10,445 New
WP
766
WealthSource Partners
California
$1.54M +$118K +824 +9%
CPC
767
Cookson Peirce & Co
Pennsylvania
$1.53M +$118K +828 +9%
LWM
768
Laidlaw Wealth Management
New York
$1.53M +$1.48M +10,389 New
RC
769
Roundview Capital
New Jersey
$1.51M -$249K -1,742 -14%
JHCP
770
Jackson Hole Capital Partners
Oklahoma
$1.5M – – –
DIP
771
DT Investment Partners
Pennsylvania
$1.49M -$4.28K -30 -0.3%
ML
772
Mayport LLC
Massachusetts
$1.48M +$1.44M +10,085 New
IFA
773
Index Fund Advisors
California
$1.48M +$1.43M +10,045 New
BPFA
774
Barnes Pettey Financial Advisors
Mississippi
$1.47M +$1.43M +10,003 New
SAMT
775
Select Asset Management & Trust
Pennsylvania
$1.47M – – –
29 30
31
32 33