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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
776
LifePro Asset Management
California
$2.64M +$857K +5,981 +45%
MA
777
MONECO Advisors
Connecticut
$2.63M +$235K +1,637 +9%
BAG
778
Bridgewealth Advisory Group
California
$2.62M +$152K +1,060 +6%
MA
779
MCF Advisors
Kentucky
$2.62M +$55.9K +390 +2%
IF
780
Intrua Financial
Texas
$2.61M -$8.17K -57 -0.3%
WA
781
Waddell & Associates
Tennessee
$2.61M -$91K -635 -3%
SG
782
StoneX Group
New York
$2.61M +$568K +3,965 +27%
ONB
783
Old National Bancorp
Indiana
$2.6M -$218K -1,521 -7%
SFP
784
Strategic Financial Partners
Oregon
$2.6M +$20.9K +146 +0.8%
GT
785
Greenleaf Trust
Michigan
$2.58M -$70.1K -489 -3%
CS
786
Credit Suisse
Switzerland
$2.58M +$497K +3,468 +23%
VA
787
Vident Advisory
Georgia
$2.57M +$2.67M +18,659 New
SSWM
788
Sheets Smith Wealth Management
North Carolina
$2.57M – – –
KF
789
Krilogy Financial
Missouri
$2.54M +$142K +992 +6%
CBA
790
Coastal Bridge Advisors
Connecticut
$2.52M +$2.61M +18,251 New
AGP
791
Autumn Glory Partners
Texas
$2.52M +$538K +3,757 +26%
SMA
792
Sage Mountain Advisors
Georgia
$2.51M +$148K +1,031 +6%
SMC
793
Smith, Moore & Co
Missouri
$2.49M +$94.3K +658 +4%
WKWM
794
Walter & Keenan Wealth Management
Indiana
$2.49M -$41K -286 -2%
GTAM
795
Global Trust Asset Management
Florida
$2.48M -$20.8K -145 -0.8%
BWM
796
BCS Wealth Management
Tennessee
$2.46M +$2.56M +17,841 New
CIC
797
Carnegie Investment Counsel
Ohio
$2.45M +$57.6K +402 +2%
WAS
798
Wealth Advisory Solutions
Indiana
$2.45M +$11K +77 +0.4%
KBC
799
Key Bridge Compliance
$2.45M +$2.54M +17,731 New
NCM
800
Novare Capital Management
North Carolina
$2.41M -$35.8K -250 -1%
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