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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
801
TCI Wealth Advisors
Arizona
$6.38M +$105K +501 +2%
RWM
802
Ritholtz Wealth Management
New York
$6.37M -$47.4K -227 -0.8%
DWM
803
Destination Wealth Management
California
$6.36M +$128K +613 +2%
RFC
804
Regions Financial Corp
Alabama
$6.35M +$848K +4,063 +16%
AG
805
Ascent Group
Virginia
$6.34M -$327K -1,564 -5%
CA
806
Continuum Advisory
Idaho
$6.32M +$334K +1,599 +6%
MF
807
Manuka Financial
Virginia
$6.31M +$58.1K +278 +1%
IVP
808
Intrinsic Value Partners
Arizona
$6.28M +$574K +2,750 +11%
DWM
809
Defined Wealth Management
Oregon
$6.23M -$44.7K -214 -0.7%
CIA
810
Compass Ion Advisors
Pennsylvania
$6.2M +$22.8K +109 +0.4%
FWM
811
Fonville Wealth Management
Virginia
$6.2M +$522K +2,502 +10%
ACA
812
Ackerman Capital Advisors
Texas
$6.19M – – –
SFS
813
Security Financial Services
Indiana
$6.18M -$218K -1,044 -4%
LIWM
814
Long Island Wealth Management
New York
$6.16M +$2.51K +12 +0%
WDL
815
Well Done LLC
Michigan
$6.09M -$13.2M -63,330 -69%
AIM
816
Acropolis Investment Management
Missouri
$6.07M +$497K +2,381 +9%
WAG
817
Winthrop Advisory Group
Massachusetts
$6.06M -$106K -507 -2%
IAA
818
Independent Advisor Alliance
North Carolina
$6.06M -$17.9M -85,834 -76%
MC
819
Moors & Cabot
Massachusetts
$6.06M +$364K +1,745 +7%
TCA
820
Transcend Capital Advisors
New Jersey
$6.05M +$42.2K +202 +0.7%
FWP
821
Family Wealth Partners
North Carolina
$6.03M -$23K -110 -0.4%
RW
822
REDW Wealth
New Mexico
$5.96M +$1.73M +8,300 +44%
TFGT
823
TS Financial Group (TSFG)
Illinois
$5.95M -$23.6K -113 -0.4%
OCG
824
Opus Capital Group
Ohio
$5.91M -$24.2K -116 -0.4%
NPFS
825
Novak & Powell Financial Services
Florida
$5.89M -$1.46K -7 -0%
31 32
33
34 35