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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
OMC
826
Old Mission Capital
Illinois
$2.81M +$2.8M +17,500 New
GTAM
827
Global Trust Asset Management
Florida
$2.8M -$12.6K -79 -0.4%
SC
828
SouthState Corp
Florida
$2.8M +$2.21M +13,806 +376%
PWP
829
Principle Wealth Partners
Connecticut
$2.79M +$72.2K +452 +3%
AGC
830
Aspen Grove Capital
Colorado
$2.79M – – –
ML
831
McAdam LLC
Pennsylvania
$2.78M +$94.1K +589 +4%
HWMG
832
Hurlow Wealth Management Group
Indiana
$2.77M +$175K +1,095 +7%
CWM
833
Chemistry Wealth Management
New York
$2.75M -$2.24K -14 -0.1%
CSB
834
City State Bank
Iowa
$2.74M +$42.5K +266 +2%
ONB
835
Old National Bancorp
Indiana
$2.72M -$94.6K -592 -3%
PPA
836
Painted Porch Advisors
California
$2.72M +$936K +5,859 +53%
PWG
837
Private Wealth Group
Florida
$2.71M -$9.91K -62 -0.4%
WFS
838
Weitzel Financial Services
Iowa
$2.7M +$123K +770 +5%
FWM
839
Forza Wealth Management
Florida
$2.7M +$849K +5,315 +46%
MECA
840
Miller Equity Capital Advisors
Texas
$2.7M – – –
WKWM
841
Walter & Keenan Wealth Management
Indiana
$2.69M +$2.4K +15 +0.1%
TAM
842
Tocqueville Asset Management
New York
$2.69M +$17.4K +109 +0.7%
SWM
843
Sanctuary Wealth Management
Idaho
$2.69M +$140K +873 +5%
AGP
844
Autumn Glory Partners
Texas
$2.68M – – –
MGWA
845
Monument Group Wealth Advisors
Massachusetts
$2.68M -$165K -1,033 -6%
TBC
846
Ted Buchan & Co
California
$2.68M -$1.16M -7,234 -30%
PWS
847
Peterson Wealth Services
Utah
$2.68M -$32.6K -204 -1%
FWM
848
Fonville Wealth Management
Virginia
$2.67M +$310K +1,941 +13%
MPM
849
MBB Public Markets
Illinois
$2.65M -$2.64M -16,500 -50%
MCM
850
MV Capital Management
Maryland
$2.64M -$13.6K -85 -0.5%
32 33
34
35 36