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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
801
Ackerman Capital Advisors
Texas
$5.57M -$122K -608 -2%
PCA
802
Pallas Capital Advisors
Massachusetts
$5.57M +$877K +4,382 +18%
CIA
803
Compass Ion Advisors
Pennsylvania
$5.56M +$298K +1,489 +6%
WAG
804
Winthrop Advisory Group
Massachusetts
$5.56M +$204K +1,017 +4%
LIWM
805
Long Island Wealth Management
New York
$5.55M +$2.6K +13 +0%
RTL
806
Red Tortoise LLC
Georgia
$5.5M -$27.2K -136 -0.5%
AWMS
807
Advocacy Wealth Management Services
Georgia
$5.47M +$5.18M +25,859 +1,266%
FWP
808
Family Wealth Partners
North Carolina
$5.45M +$299K +1,494 +6%
SWA
809
Stratos Wealth Advisors
Ohio
$5.44M -$38K -190 -0.7%
AAA
810
American Alpha Advisors
New York
$5.42M +$479K +2,392 +9%
TCA
811
Transcend Capital Advisors
New Jersey
$5.4M +$95.9K +479 +2%
TFGT
812
TS Financial Group (TSFG)
Illinois
$5.38M -$99.1K -495 -2%
CA
813
Continuum Advisory
Idaho
$5.37M +$254K +1,267 +5%
AWE
814
Avidian Wealth Enterprises
Texas
$5.37M +$1.52M +7,592 +38%
OCG
815
Opus Capital Group
Ohio
$5.34M -$208K -1,038 -4%
SVWAG
816
Sound View Wealth Advisors Group
Georgia
$5.33M -$73.1K -365 -1%
KFA
817
Kelleher Financial Advisors
New York
$5.31M +$5.01K +25 +0.1%
NPFS
818
Novak & Powell Financial Services
Florida
$5.3M +$3K +15 +0.1%
CB
819
Chris Bulman
California
$5.28M -$432K -2,156 -7%
CPW
820
Catalyst Private Wealth
California
$5.28M +$186K +929 +4%
WPWM
821
Windward Private Wealth Management
Kansas
$5.28M -$236K -1,177 -4%
IA
822
IF Advisors
Texas
$5.27M +$3K +15 +0.1%
CTA
823
Chesley Taft & Associates
Illinois
$5.26M -$142K -710 -3%
G
824
GenTrust
Florida
$5.26M -$678K -3,388 -11%
WMG
825
WESCAP Management Group
California
$5.22M +$760K +3,796 +17%
31 32
33
34 35