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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
826
Southland Equity Partners
Missouri
$2.05M -$3.93K -28 -0.2%
CIC
827
Carnegie Investment Counsel
Ohio
$2.04M +$634K +4,517 +44%
RFC
828
Regions Financial Corp
Alabama
$2.04M +$312K +2,223 +18%
LHWM
829
Lake Hills Wealth Management
Texas
$2.02M +$2.06M +14,650 New
HGERS
830
Householder Group Estate & Retirement Specialist
Arizona
$2.02M +$2.05M +14,623 New
MCWS
831
McKinley Carter Wealth Services
West Virginia
$2.01M -$142K -1,013 -7%
NAS
832
NWF Advisory Services
California
$2.01M +$1.98M +14,135 New
CGPCS
833
Capital Group Private Client Services
California
$1.99M +$1.28M +9,088 +172%
CAM
834
Covenant Asset Management
New Jersey
$1.97M +$62.6K +446 +3%
CA
835
Cornerstone Advisory
Maryland
$1.96M +$2.95K +21 +0.1%
SWA
836
SOA Wealth Advisors
New York
$1.95M -$18K -128 -0.9%
PWP
837
Principle Wealth Partners
Connecticut
$1.94M -$7.72K -55 -0.4%
TWM
838
Tradition Wealth Management
Minnesota
$1.94M +$16.3K +116 +0.8%
JCM
839
Jacobi Capital Management
Pennsylvania
$1.92M -$1.05M -7,478 -35%
AWS
840
AJ Wealth Strategies
New York
$1.92M +$9.54K +68 +0.5%
I
841
INVST
Indiana
$1.92M -$25.9M -184,773 -93%
CAS
842
Coppell Advisory Solutions
Texas
$1.89M +$116K +828 +6%
CASC
843
Coppell Advisory Solutions Corp
Texas
$1.89M +$116K +828 +6%
BWA
844
Blodgett Wealth Advisors
California
$1.89M -$70.2K -500 -4%
EL
845
EMFO LLC
Florida
$1.89M – – –
SF
846
Synovus Financial
Georgia
$1.89M -$477K -3,397 -20%
MCA
847
Magnolia Capital Advisors
Mississippi
$1.87M -$12.8K -91 -0.7%
AWA
848
Alta Wealth Advisors
Massachusetts
$1.87M -$60.6K -432 -3%
LF
849
LifeSteps Financial
California
$1.87M -$121K -865 -6%
DAM
850
Deltec Asset Management
New York
$1.86M – – –
32 33
34
35 36