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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
776
Diversify Wealth Management
Utah
$6.84M -$1.65M -7,915 -20%
DAS
777
Diversify Advisory Services
Utah
$6.84M +$6.17M +29,538 +2,257%
LFAS
778
Level Four Advisory Services
Texas
$6.83M +$202K +965 +3%
LHEI
779
Leo H. Evart Inc
California
$6.83M +$286K +1,370 +5%
CF
780
Clarity Financial
Texas
$6.81M +$5.83M +27,898 +828%
BFA
781
Beaumont Financial Advisors
Massachusetts
$6.78M -$600K -2,872 -8%
DTC
782
Davidson Trust Company
Washington
$6.78M +$423K +2,028 +7%
TPW
783
Talon Private Wealth
Florida
$6.76M +$1.97M +9,430 +44%
SB
784
Simmons Bank
Arkansas
$6.71M -$113K -541 -2%
HSA
785
HBK Sorce Advisory
Pennsylvania
$6.67M +$73.5K +352 +1%
NEWAS
786
N.E.W. Advisory Services
Wisconsin
$6.67M +$252K +1,209 +4%
WCM
787
Winthrop Capital Management
Indiana
$6.64M -$79.8K -382 -1%
IWM
788
IMG Wealth Management
Florida
$6.64M +$325K +1,555 +5%
PCA
789
Pallas Capital Advisors
Massachusetts
$6.62M +$421K +2,017 +7%
EC
790
Estate Counselors
Wisconsin
$6.61M -$1.1M -5,270 -15%
AM
791
AGF Management
Ontario, Canada
$6.6M +$63.3K +303 +1%
ACA
792
Atlas Capital Advisors
Wyoming
$6.59M +$46.6K +223 +0.7%
IP
793
Intellectus Partners
California
$6.57M +$9.4K +45 +0.1%
APFP
794
Action Point Financial Planning
Michigan
$6.54M +$5.99M +28,708 +2,158%
IIC
795
Integrated Investment Consultants
Michigan
$6.53M -$512K -2,451 -8%
BWM
796
BCS Wealth Management
Tennessee
$6.53M -$64.7K -310 -1%
SMA
797
Sage Mountain Advisors
Georgia
$6.52M +$83.9K +402 +1%
OCM
798
Orser Capital Management
Texas
$6.5M +$125K +597 +2%
ATC
799
Argent Trust Co
Tennessee
$6.46M -$280K -1,340 -4%
MAM
800
McLean Asset Management
Virginia
$6.42M -$36.3K -174 -0.6%
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