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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
801
Southern Wealth Management
Texas
$1.34M -$5.06M -35,428 -80%
MFG
802
Mission Financial Group
Nevada
$1.31M +$976K +6,833 New
CSB
803
City State Bank
Iowa
$1.3M +$1.27M +8,870 New
T
804
TRUADVICE
Florida
$1.3M -$13.6K -95 -1%
BA
805
Bristlecone Advisors
Washington
$1.29M +$7K +49 +0.6%
KPW
806
Kore Private Wealth
New York
$1.29M -$427K -2,989 -25%
RGC
807
Roberts, Glore & Co
Illinois
$1.29M +$90K +630 +8%
MFA
808
Mayflower Financial Advisors
Massachusetts
$1.28M -$9.43K -66 -0.8%
CWS
809
Cypress Wealth Services
California
$1.28M -$3.57K -25 -0.3%
TA
810
TrueWealth Advisors
Alabama
$1.28M +$132K +927 +12%
JSL
811
JT Stratford LLC
Georgia
$1.28M +$28.7K +201 +2%
AFO
812
Allie Family Office
Florida
$1.28M +$1.22M +8,572 New
6F
813
626 Financial
Michigan
$1.27M +$1.24M +8,659 New
PP
814
Prudential plc
United Kingdom
$1.27M +$5.71K +40 +0.5%
MWM
815
Meridian Wealth Management
Kentucky
$1.27M +$83.3K +583 +7%
KFA
816
Kelleher Financial Advisors
New York
$1.26M -$685K -4,800 -36%
AIA
817
Alera Investment Advisors
Illinois
$1.26M +$571 +4 +0%
WI
818
WrapManager Inc
California
$1.26M +$87.1K +610 +8%
MGWM
819
Marks Group Wealth Management
Minnesota
$1.25M +$48.1K +337 +4%
PP
820
Prosperity Planning
Missouri
$1.25M – – –
GSWM
821
Golden State Wealth Management
California
$1.24M +$10K +70 +0.8%
AL
822
ADE LLC
Maryland
$1.23M – – –
CA
823
CoreCap Advisors
Michigan
$1.23M +$1.2M +8,391 New
GTAM
824
Global Trust Asset Management
Florida
$1.23M -$61.1K -428 -5%
LNWTC
825
Laird Norton Wetherby Trust Company
Washington
$1.23M +$45.8K +321 +4%
31 32
33
34 35