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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
NPT
801
National Philanthropic Trust
Pennsylvania
$3.78M +$14.7K +84 +0.4%
CBA
802
Coastal Bridge Advisors
Connecticut
$3.78M +$405K +2,307 +12%
AWMM
803
Aegis Wealth Management (Maryland)
Maryland
$3.78M +$3.91M +22,299 New
DI
804
Disciplined Investments
Oklahoma
$3.77M -$1.93K -11 -0%
SIS
805
Strategic Investment Solutions
Illinois
$3.77M -$529K -3,012 -12%
CWC
806
Carolinas Wealth Consulting
North Carolina
$3.76M +$2.33M +13,301 +150%
SI
807
Seeds Investor
New York
$3.75M +$85.5K +487 +2%
NAMNJ
808
NorthStar Asset Management (New Jersey)
New Jersey
$3.74M -$25.1K -143 -0.6%
WIA
809
World Investment Advisors
California
$3.73M +$111K +634 +3%
COCM
810
Charter Oak Capital Management
New Hampshire
$3.7M +$186K +1,060 +5%
AWE
811
Avidian Wealth Enterprises
Texas
$3.69M +$4.04K +23 +0.1%
PFWA
812
Paces Ferry Wealth Advisors
Georgia
$3.65M -$56.5K -322 -1%
IFG
813
Independent Financial Group
California
$3.64M -$1.93K -11 -0.1%
TFA
814
Tobias Financial Advisors
Florida
$3.61M -$229K -1,303 -6%
MFT
815
Moisand Fitzgerald Tamayo
Florida
$3.61M -$41.8K -238 -1%
SW
816
SlateStone Wealth
Florida
$3.6M -$9.41M -53,604 -72%
XF
817
XML Financial
Maryland
$3.6M +$137K +778 +4%
TPWA
818
TRUE Private Wealth Advisors
Oregon
$3.6M +$30.7K +175 +0.8%
PCA
819
Pallas Capital Advisors
Massachusetts
$3.59M +$143K +817 +4%
EAM
820
Evanson Asset Management
California
$3.57M +$331K +1,886 +10%
MSFS
821
Main Street Financial Solutions
Pennsylvania
$3.57M +$156K +887 +4%
TC
822
Tacita Capital
Ontario, Canada
$3.56M -$68.4K -390 -2%
HSWM
823
Hubbell Strickland Wealth Management
Louisiana
$3.56M -$1.58K -9 -0%
UBG
824
United Bank (Georgia)
Georgia
$3.55M +$41.8K +238 +1%
VT
825
Vise Technologies
New York
$3.55M +$40.4K +230 +1%
31 32
33
34 35