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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFWA
776
Paces Ferry Wealth Advisors
Georgia
$3.82M +$26.1K +156 +0.7%
AWE
777
Avidian Wealth Enterprises
Texas
$3.81M +$236K +1,408 +7%
LSAG
778
Lake Street Advisors Group
New Hampshire
$3.78M +$12.4K +74 +0.3%
SI
779
Seeds Investor
New York
$3.78M +$1.1M +6,589 +44%
BWM
780
Brophy Wealth Management
New Hampshire
$3.77M +$3.61M +21,572 New
MFT
781
Moisand Fitzgerald Tamayo
Florida
$3.76M -$152K -907 -4%
RW
782
REDW Wealth
New Mexico
$3.75M -$180K -1,075 -5%
IFG
783
Independent Financial Group
California
$3.75M -$75.8K -453 -2%
TC
784
Tacita Capital
Ontario, Canada
$3.74M +$3.68K +22 +0.1%
WIA
785
World Investment Advisors
California
$3.74M +$152K +906 +4%
OHIS
786
Oak Harvest Investment Services
Texas
$3.71M +$490K +2,925 +16%
ACM
787
AUA Capital Management
Pennsylvania
$3.7M -$22.9K -137 -0.6%
ONSWM
788
Old North State Wealth Management
North Carolina
$3.7M +$167K +1,000 +5%
TPWA
789
TRUE Private Wealth Advisors
Oregon
$3.68M -$78.7K -470 -2%
HSWM
790
Hubbell Strickland Wealth Management
Louisiana
$3.67M +$24.1K +144 +0.7%
MFG
791
Magnus Financial Group
New York
$3.67M -$67.3K -402 -2%
AIM
792
AMI Investment Management
Indiana
$3.66M -$167K -995 -5%
CAM
793
Carret Asset Management
New York
$3.65M – – –
LFA
794
Level Financial Advisors
New York
$3.64M -$811K -4,846 -19%
VCM
795
Vivaldi Capital Management
Illinois
$3.64M -$41.7K -249 -1%
TCOTS
796
Trust Company of the South
North Carolina
$3.64M +$338K +2,017 +11%
COCM
797
Charter Oak Capital Management
New Hampshire
$3.63M +$228K +1,359 +7%
VT
798
Vise Technologies
New York
$3.62M +$2.58M +15,412 +289%
UBG
799
United Bank (Georgia)
Georgia
$3.62M -$45.4K -271 -1%
TFP
800
Triune Financial Partners
Kansas
$3.62M -$130K -777 -4%
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