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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
826
Patriot Financial Group Insurance Agency
Massachusetts
$1.41M -$21.4K -147 -2%
PWA
827
Physician Wealth Advisors
Utah
$1.4M +$1.4M +9,609 New
WP
828
WealthSource Partners
California
$1.39M -$152K -1,042 -10%
AWE
829
Avidian Wealth Enterprises
Texas
$1.39M +$168K +1,150 +14%
MWAM
830
Manhattan West Asset Management
California
$1.38M +$185K +1,268 +16%
CA
831
CoreCap Advisors
Michigan
$1.38M +$136K +933 +11%
BDWCC
832
B&D White Capital Company
Texas
$1.38M +$149K +1,019 +12%
HCM
833
Howland Capital Management
Massachusetts
$1.37M – – –
RTS
834
Round Table Services
New Jersey
$1.36M +$545K +3,733 +68%
AIM
835
Anchor Investment Management
South Carolina
$1.36M +$362K +2,481 +37%
LFG
836
Larson Financial Group
Missouri
$1.36M -$41.1K -282 -3%
T
837
TRUADVICE
Florida
$1.34M +$111K +759 +9%
BP
838
Broadleaf Partners
Ohio
$1.32M -$53.8K -369 -4%
KFA
839
Kelleher Financial Advisors
New York
$1.31M +$50.3K +345 +4%
GTAM
840
Global Trust Asset Management
Florida
$1.31M +$68.4K +469 +6%
ARC
841
Advisor Resource Council
Texas
$1.3M -$734K -5,028 -36%
BA
842
Bristlecone Advisors
Washington
$1.3M +$146 +1 +0%
WPC
843
Wedmont Private Capital
Pennsylvania
$1.3M +$293K +2,008 +30%
WAP
844
Wealthcare Advisory Partners
Pennsylvania
$1.29M +$116K +796 +10%
RGC
845
Roberts, Glore & Co
Illinois
$1.29M -$7.3K -50 -0.6%
DWM
846
Doyle Wealth Management
Florida
$1.29M +$94.8K +650 +8%
TA
847
TrueWealth Advisors
Alabama
$1.28M – – –
GAM
848
Gould Asset Management
California
$1.28M -$104K -710 -8%
MWM
849
Meridian Wealth Management
Kentucky
$1.27M +$146 +1 +0%
FLPIM
850
F.L. Putnam Investment Management
Massachusetts
$1.27M +$216K +1,478 +21%
32 33
34
35 36