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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
801
Aries Wealth Management
Maine
$3.04M +$477K +2,985 +19%
XF
802
XML Financial
Maryland
$3.04M +$248K +1,551 +9%
AF
803
Advisornet Financial
Minnesota
$3.04M -$288K -1,799 -9%
SMA
804
Sage Mountain Advisors
Georgia
$3.03M -$56.9K -356 -2%
TCOTS
805
Trust Company of the South
North Carolina
$3.02M – – –
PCA
806
Pallas Capital Advisors
Massachusetts
$3.01M +$413K +2,581 +17%
STA
807
Summit Trail Advisors
New York
$3M -$1.04M -6,483 -26%
AA
808
Advisory Alpha
Michigan
$2.99M -$109K -682 -4%
SSWM
809
Sheets Smith Wealth Management
North Carolina
$2.99M -$3M -18,761 -50%
LWM
810
Liberty Wealth Management
California
$2.99M +$109K +681 +4%
FA
811
FDx Advisors
Illinois
$2.98M -$40.9K -256 -1%
AL
812
ACAS LLC
California
$2.98M -$171K -1,072 -6%
KCIC
813
Kuhn & Co Investment Counsel
Illinois
$2.97M +$14.2K +89 +0.5%
EFL
814
ERn Financial LLC
Wisconsin
$2.97M +$34.5K +216 +1%
DTC
815
Davidson Trust Company
Washington
$2.96M -$594K -3,719 -17%
MW
816
Marcum Wealth
Ohio
$2.96M +$95.9K +600 +3%
OHIS
817
Oak Harvest Investment Services
Texas
$2.94M +$375K +2,347 +15%
EAM
818
Evanson Asset Management
California
$2.92M +$160 +1 +0%
WAS
819
Wealth Advisory Solutions
Indiana
$2.91M +$29.6K +185 +1%
MWA
820
Moser Wealth Advisors
Washington
$2.9M +$228K +1,425 +9%
LWM
821
Luminvest Wealth Management
Arizona
$2.9M +$2.34M +14,671 +469%
SHF
822
Stage Harbor Financial
Massachusetts
$2.9M +$7.35K +46 +0.3%
AB
823
Atlas Brown
Kentucky
$2.88M -$221K -1,384 -7%
OWA
824
Outlook Wealth Advisors
Texas
$2.88M +$222K +1,391 +2%
WA
825
Waddell & Associates
Tennessee
$2.87M +$32.6K +204 +1%
31 32
33
34 35