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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
EVM
801
Eaton Vance Management
Massachusetts
$1.65M -$45.4M -322,143 -96%
TCM
802
Triumph Capital Management
Colorado
$1.65M +$631K +4,472 +56%
SFWC
803
Strategic Family Wealth Counselors
New Jersey
$1.65M +$362K +2,565 +26%
CAM
804
Covenant Asset Management
New Jersey
$1.64M +$9.31K +66 +0.5%
RF
805
Rollins Financial
Georgia
$1.63M -$2.26K -16 -0.1%
CSB
806
City State Bank
Iowa
$1.63M -$15.2K -108 -0.9%
PFPT
807
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.63M -$29.3K -208 -2%
RCI
808
RS Crum Inc
California
$1.61M -$7.05K -50 -0.4%
MWM
809
Maripau Wealth Management
Indiana
$1.6M -$70.5K -500 -4%
FCH
810
Freestone Capital Holdings
Washington
$1.58M +$49.9K +354 +3%
MAM
811
Marotta Asset Management
Virginia
$1.58M +$696K +4,935 +72%
LNWWM
812
Laird Norton Wetherby Wealth Management
California
$1.57M -$27.2K -193 -2%
OIA
813
OneDigital Investment Advisors
Kansas
$1.57M -$95.5K -677 -5%
RFN
814
RDA Financial Network
Iowa
$1.57M +$19.7K +140 +1%
WA
815
Wealth Alliance
New York
$1.57M +$1.09M +7,717 +185%
TA
816
Tiedemann Advisors
New York
$1.57M -$149K -1,057 -8%
AFO
817
Allie Family Office
Florida
$1.57M – – –
GC
818
Gilbert & Cook
Iowa
$1.55M -$79K -560 -5%
NCM
819
Noesis Capital Mangement
Florida
$1.55M – – –
CWP
820
Corepath Wealth Partners
Arizona
$1.54M +$69.3K +491 +4%
HGERS
821
Householder Group Estate & Retirement Specialist
Arizona
$1.54M -$1.45M -10,271 -47%
PCA
822
Pallas Capital Advisors
Massachusetts
$1.54M +$88.2K +625 +6%
LWM
823
Laidlaw Wealth Management
New York
$1.53M +$6.35K +45 +0.4%
OPW
824
Oxler Private Wealth
New York
$1.52M +$10K +71 +0.6%
EWM
825
Evercore Wealth Management
New York
$1.51M – – –
31 32
33
34 35