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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
826
Carret Asset Management
New York
$3.55M +$3.86K +22 +0.1%
SNWA
827
Siligmueller & Norvid Wealth Advisors
Illinois
$3.55M +$3.68M +20,952 New
MFG
828
Magnus Financial Group
New York
$3.54M -$13.5K -77 -0.4%
SW
829
SteelPeak Wealth
California
$3.54M -$9.25M -52,701 -72%
EFL
830
ERn Financial LLC
Wisconsin
$3.53M +$68.6K +391 +2%
TFP
831
Triune Financial Partners
Kansas
$3.52M +$10.2K +58 +0.3%
ONSWM
832
Old North State Wealth Management
North Carolina
$3.45M -$140K -796 -4%
UFA
833
Uptown Financial Advisors
Texas
$3.45M +$3.58M +20,378 New
KCM
834
Kennicott Capital Management
California
$3.45M -$24.6K -140 -0.7%
KWMG
835
King Wealth Management Group
Florida
$3.44M +$2.39M +13,595 +202%
MIA
836
Milestone Investment Advisors
Wisconsin
$3.44M +$11.2K +64 +0.3%
MW
837
Marcum Wealth
Ohio
$3.43M +$540K +3,075 +18%
LC
838
Lindbrook Capital
California
$3.43M – – –
TF
839
Theory Financial
Colorado
$3.43M +$4.74K +27 +0.1%
LKBC
840
L.K. Benson & Company
Maryland
$3.43M +$3.55M +20,232 New
GAM
841
Grandview Asset Management
Pennsylvania
$3.41M +$3.54M +20,157 New
EWA
842
Emergent Wealth Advisors
New York
$3.4M +$89K +507 +3%
AF
843
Apexium Financial
Texas
$3.4M +$1.14M +6,500 +48%
CWM
844
Chemistry Wealth Management
New York
$3.39M +$386K +2,201 +12%
SAM
845
Sawgrass Asset Management
Florida
$3.39M -$407K -2,320 -10%
SFP
846
Strategic Financial Partners
Oregon
$3.37M +$8.6K +49 +0.2%
LIA
847
LifePlan Investment Advisors
North Carolina
$3.34M +$230K +1,308 +7%
DIP
848
DT Investment Partners
Pennsylvania
$3.33M -$1.56M -8,870 -31%
SWM
849
Segment Wealth Management
Texas
$3.32M – – –
NB
850
Nicolet Bankshares
Wisconsin
$3.31M -$23.3K -133 -0.7%
32 33
34
35 36