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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
LRIA
826
Leonard Rickey Investment Advisors
Washington
$1.5M -$20.3K -144 -1%
TWM
827
Tradition Wealth Management
Minnesota
$1.49M -$6.21K -44 -0.4%
CFFP
828
Center for Financial Planning
Michigan
$1.49M +$15.2K +108 +1%
DIP
829
DT Investment Partners
Pennsylvania
$1.48M +$102K +724 +7%
PIMG
830
Patriot Investment Management Group
Tennessee
$1.48M +$549K +3,891 +53%
CWM
831
Chemistry Wealth Management
New York
$1.46M +$15.4K +109 +1%
NLP
832
Next Level Private
New York
$1.46M +$92.4K +655 +6%
GCA
833
Gradient Capital Advisors
California
$1.46M -$3.53K -25 -0.2%
BBW
834
Blue Barn Wealth
Utah
$1.45M +$6.21K +44 +0.4%
NF
835
Norwood Financial
Pennsylvania
$1.45M -$19.7K -140 -1%
CAM
836
Cozad Asset Management
Illinois
$1.44M +$532K +3,774 +53%
PWP
837
Principle Wealth Partners
Connecticut
$1.43M +$564 +4 +0%
CB
838
Cadence Bank
Mississippi
$1.42M -$212K -1,500 -12%
VFIC
839
Valley Forge Investment Consultants
Pennsylvania
$1.42M -$93.8K -665 -6%
IAN
840
Integrated Advisors Network
Texas
$1.42M +$608K +4,311 +67%
AIM
841
Acropolis Investment Management
Missouri
$1.4M +$324K +2,299 +28%
PWA
842
Physician Wealth Advisors
Utah
$1.4M +$75.6K +536 +6%
RTS
843
Round Table Services
New Jersey
$1.4M +$196K +1,390 +15%
CM
844
Columbus Macro
Pennsylvania
$1.4M – – –
SWM
845
SigFig Wealth Management
California
$1.39M +$167K +1,181 +14%
SFG
846
StrategIQ Financial Group
Indiana
$1.39M +$79K +560 +6%
CCP
847
Corient Capital Partners
California
$1.39M +$111K +786 +8%
SWA
848
Stratos Wealth Advisors
Ohio
$1.38M -$3.03M -21,457 -67%
IFAM
849
Institutional & Family Asset Management
Colorado
$1.37M +$41.8K +296 +3%
RRA
850
Round Rock Advisors
Connecticut
$1.37M +$46.5K +330 +3%
32 33
34
35 36