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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
751
Sound View Wealth Advisors Group
Georgia
$4.85M -$108K -640 -2%
KJWM
752
Kiley Juergens Wealth Management
Washington
$4.83M +$169 +1 +0%
AIM
753
AMI Investment Management
Indiana
$4.79M +$338K +2,003 +8%
RTL
754
Red Tortoise LLC
Georgia
$4.78M -$874K -5,177 -16%
SAM
755
Smartleaf Asset Management
Massachusetts
$4.77M +$852K +5,045 +23%
PFS
756
Prospect Financial Services
New York
$4.76M -$176K -1,044 -4%
HSA
757
HBK Sorce Advisory
Pennsylvania
$4.76M +$3.42M +20,269 +304%
MA
758
Montag & Associates
Georgia
$4.75M -$298K -1,764 -6%
FWP
759
Family Wealth Partners
North Carolina
$4.67M -$363K -2,147 -8%
JIC
760
Joel Isaacson & Co
New York
$4.67M +$1.22M +7,230 +38%
LIA
761
LifePlan Investment Advisors
North Carolina
$4.65M +$766K +4,535 +21%
LFAS
762
Level Four Advisory Services
Texas
$4.63M +$2.01M +11,926 +83%
CIA
763
Compass Ion Advisors
Pennsylvania
$4.61M -$127K -754 -3%
WAG
764
Winthrop Advisory Group
Massachusetts
$4.59M +$2.95M +17,470 +210%
PWAM
765
Private Wealth Asset Management
Iowa
$4.58M -$190K -1,124 -4%
VCM
766
Vivaldi Capital Management
Illinois
$4.57M +$557K +3,298 +15%
MCC
767
Money Concepts Capital
Florida
$4.57M +$1.78M +10,546 +69%
AWA
768
Arete Wealth Advisors
Illinois
$4.56M +$973K +5,759 +29%
ONB
769
Old National Bancorp
Indiana
$4.56M +$650K +3,847 +18%
D
770
Dentgroup
Louisiana
$4.56M -$77.9K -461 -2%
PRP
771
Peak Retirement Planning
Ohio
$4.56M +$885K +5,242 +25%
WMR
772
Wealth Management Resources
Rhode Island
$4.56M +$241K +1,424 +6%
CA
773
Continuum Advisory
Idaho
$4.56M +$338K +2,000 +8%
WPA
774
Wealth Preservation Advisors
Tennessee
$4.54M +$64.7K +383 +2%
RCAG
775
Rehmann Capital Advisory Group
Michigan
$4.54M +$676 +4 +0%
29 30
31
32 33