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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
BDWCC
826
B&D White Capital Company
Texas
$1.22M +$196K +1,374 +20%
ACM
827
Avalon Capital Management
California
$1.22M +$1.18M +8,265 New
AWE
828
Avidian Wealth Enterprises
Texas
$1.21M +$10.1K +71 +0.9%
JCM
829
Jacobi Capital Management
Pennsylvania
$1.21M +$10K +70 +0.9%
PCM
830
Parsons Capital Management
Rhode Island
$1.2M +$65.4K +458 +6%
FCA
831
FinTrust Capital Advisors
South Carolina
$1.19M +$228K +1,597 +24%
MWAM
832
Manhattan West Asset Management
California
$1.19M +$1.16M +8,093 New
TCM
833
Triumph Capital Management
Colorado
$1.19M +$102K +716 +10%
WF
834
WoodTrust Financial
Wisconsin
$1.19M +$1.15M +8,055 New
SFWC
835
Strategic Family Wealth Counselors
New Jersey
$1.18M +$99.4K +696 +9%
DWM
836
Doyle Wealth Management
Florida
$1.18M +$113K +794 +11%
TC
837
TAP Consulting
Missouri
$1.18M -$82.4K -577 -7%
APW
838
Aurora Private Wealth
New Jersey
$1.18M +$1.28K +9 +0.1%
MFA
839
McClarren Financial Advisors
Pennsylvania
$1.18M +$33.6K +235 +3%
RIA
840
Regal Investment Advisors
Michigan
$1.18M -$5.71K -40 -0.5%
WAP
841
Wealthcare Advisory Partners
Pennsylvania
$1.17M -$126K -884 -10%
4FG
842
4Thought Financial Group
New York
$1.16M +$348K +2,435 +45%
BAM
843
Brave Asset Management
New Jersey
$1.16M +$34.6K +242 +3%
NCM
844
Northwest Capital Management
Oregon
$1.15M -$165K -1,155 -13%
WMP
845
Wealth Management Partners
Arizona
$1.14M +$32K +224 +3%
BIA
846
Barry Investment Advisors
Massachusetts
$1.14M -$10.7K -75 -1%
SWM
847
SigFig Wealth Management
California
$1.13M +$369K +2,585 +48%
PGFC
848
Peapack-Gladstone Financial Corp
New Jersey
$1.12M -$80.7K -565 -7%
AWA
849
Arkadios Wealth Advisors
Georgia
$1.12M +$40.4K +283 +4%
BL
850
Balentine LLC
Georgia
$1.12M +$904K +6,328 +491%
32 33
34
35 36