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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
KCIC
751
Kuhn & Co Investment Counsel
Illinois
$5.56M +$562K +2,986 +11%
KOC
752
Koss-Olinger Consulting
Florida
$5.55M -$1.26M -6,696 -19%
CB
753
Chris Bulman
California
$5.55M +$249K +1,324 +5%
CF
754
Claris Financial
Virginia
$5.55M +$587K +3,123 +12%
GLA
755
Great Lakes Advisors
Illinois
$5.54M +$964K +5,124 +21%
ACA
756
Ackerman Capital Advisors
Texas
$5.54M -$1.43M -7,615 -21%
DWM
757
Defined Wealth Management
Oregon
$5.52M -$145K -772 -3%
MF
758
Manuka Financial
Virginia
$5.52M -$56.6K -301 -1%
SJGA
759
Stephen J. Garry & Associates
New York
$5.51M +$138K +736 +3%
BHFP
760
Blom & Howell Financial Planning
California
$5.51M +$5.43M +28,843 New
TWA
761
TCI Wealth Advisors
Arizona
$5.5M -$44.6K -237 -0.8%
OCM
762
Orser Capital Management
Texas
$5.48M -$25.4K -135 -0.5%
IAA
763
Independent Advisor Alliance
North Carolina
$5.45M +$1.07M +5,685 +25%
PG
764
Prostatis Group
Maryland
$5.45M -$171K -907 -3%
SCP
765
Stevens Capital Partners
Nebraska
$5.44M -$57.4K -305 -1%
JIC
766
Johnson Investment Counsel
Ohio
$5.43M -$275K -1,460 -5%
OCG
767
Opus Capital Group
Ohio
$5.4M -$31.2K -166 -0.6%
LIWM
768
Long Island Wealth Management
New York
$5.4M +$48.9K +260 +0.9%
RTL
769
Red Tortoise LLC
Georgia
$5.38M -$20.9K -111 -0.4%
WPWM
770
Windward Private Wealth Management
Kansas
$5.36M -$331K -1,762 -6%
SWA
771
Stratos Wealth Advisors
Ohio
$5.33M -$136K -723 -3%
TFGT
772
TS Financial Group (TSFG)
Illinois
$5.33M -$361K -1,917 -6%
DWM
773
Destination Wealth Management
California
$5.29M +$104K +555 +2%
SVWAG
774
Sound View Wealth Advisors Group
Georgia
$5.26M +$53.2K +283 +1%
CTA
775
Chesley Taft & Associates
Illinois
$5.26M +$737K +3,920 +17%
29 30
31
32 33