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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SPW
826
Sonoma Private Wealth
California
$2.15M +$312K +2,246 +17%
KP
827
Keel Point
Alabama
$2.14M -$94.6K -681 -4%
AL
828
ADE LLC
Maryland
$2.14M +$15.7K +113 +0.8%
MWM
829
Maripau Wealth Management
Indiana
$2.13M -$86.7K -624 -4%
BBW
830
Blue Barn Wealth
Utah
$2.12M -$30.6K -220 -1%
SG
831
StoneX Group
New York
$2.12M -$257K -1,853 -11%
FFN
832
Focus Financial Network
Minnesota
$2.12M -$452K -3,254 -18%
WFA
833
Wells Financial Advisors
Massachusetts
$2.11M -$138K -995 -6%
MG
834
MilWealth Group
Wisconsin
$2.11M -$34.3K -247 -2%
AP
835
Americana Partners
Texas
$2.11M – – –
GHA
836
Granite Harbor Advisors
Texas
$2.08M -$84.6K -609 -4%
DAS
837
Dynamic Advisor Solutions
Arizona
$2.08M -$1.7M -12,227 -46%
LHWM
838
Lake Hills Wealth Management
Texas
$2.08M -$4.17K -30 -0.2%
ACI
839
Alpha Cubed Investments
California
$2.07M -$139K -1,001 -6%
AGP
840
Autumn Glory Partners
Texas
$2.06M -$522K -3,757 -21%
CAM
841
Covenant Asset Management
New Jersey
$2.04M +$17.2K +124 +0.9%
CGPCS
842
Capital Group Private Client Services
California
$2.04M -$1.94K -14 -0.1%
API
843
Advisor Partners II
California
$2.04M +$185K +1,332 +10%
V
844
Veritable
Delaware
$2.04M +$202K +1,456 +11%
MCWS
845
McKinley Carter Wealth Services
West Virginia
$2.03M -$36.7K -264 -2%
CWP
846
Corepath Wealth Partners
Arizona
$2.02M +$267K +1,925 +16%
NAS
847
NWF Advisory Services
California
$2.01M – – –
AIM
848
Acropolis Investment Management
Missouri
$2.01M +$198K +1,428 +11%
PA
849
Paragon Advisors
Texas
$2.01M +$117K +843 +6%
GB
850
Gunma Bank
Japan
$1.99M -$3.19M -23,000 -62%
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