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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
751
City State Bank
Iowa
$1.87M +$378K +2,795 +23%
SEP
752
Southland Equity Partners
Missouri
$1.84M -$49.9K -369 -2%
FIA
753
Foundations Investment Advisors
Arizona
$1.82M -$18.5K -137 -0.9%
GT
754
Greenleaf Trust
Michigan
$1.82M -$216K -1,599 -10%
LPT
755
Legacy Private Trust
Wisconsin
$1.81M -$348K -2,574 -15%
MLA
756
My Legacy Advisors
Oregon
$1.79M -$484K -3,581 -20%
SWA
757
Stratos Wealth Advisors
Ohio
$1.79M +$547K +4,048 +39%
VAS
758
Vestmark Advisory Solutions
Massachusetts
$1.78M -$40.4K -299 -2%
CAWM
759
Capital Advisors Wealth Management
Washington
$1.78M +$1.13M +8,351 +138%
CPC
760
Cookson Peirce & Co
Pennsylvania
$1.77M +$81.2K +601 +4%
PA
761
Probity Advisors
Texas
$1.73M -$57.6K -426 -3%
GB
762
Gunma Bank
Japan
$1.73M – – –
SG
763
StoneX Group
New York
$1.72M -$207K -1,533 -10%
MCA
764
Magnolia Capital Advisors
Mississippi
$1.71M -$27.6K -204 -1%
TAM
765
Tocqueville Asset Management
New York
$1.71M +$541 +4 +0%
CA
766
Cornerstone Advisory
Maryland
$1.7M -$214K -1,587 -10%
BWA
767
Blodgett Wealth Advisors
California
$1.69M -$3.38K -25 -0.2%
ZB
768
Zions Bancorporation
Utah
$1.69M -$277K -2,047 -13%
BWM
769
BCS Wealth Management
Tennessee
$1.68M +$30.7K +227 +2%
HGERS
770
Householder Group Estate & Retirement Specialist
Arizona
$1.68M +$260K +1,923 +16%
API
771
Advisor Partners II
California
$1.67M +$1.83M +13,530 New
WMG
772
WESCAP Management Group
California
$1.65M -$338K -2,504 -16%
BHWM
773
Beaird Harris Wealth Management
Texas
$1.65M -$461K -3,414 -20%
CWMGP
774
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.65M +$10.3K +76 +0.6%
HSWM
775
Hubbell Strickland Wealth Management
Louisiana
$1.64M +$59.6K +441 +3%
29 30
31
32 33