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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
826
Bryn Mawr Capital Management
Pennsylvania
$4.13M -$293K -1,616 -7%
AF
827
Amara Financial
California
$4.12M +$867K +4,791 +28%
FWM
828
Fonville Wealth Management
Virginia
$4.12M +$399K +2,203 +11%
TRCT
829
Tower Research Capital (TRC)
New York
$4.08M +$3.96M +21,871 New
MGWA
830
Monument Group Wealth Advisors
Massachusetts
$4.07M +$477K +2,634 +14%
BWM
831
Base Wealth Management
Florida
$4.04M +$515K +2,842 +15%
GF
832
Goodman Financial
Texas
$4.03M +$64.3K +355 +2%
CAM
833
Carret Asset Management
New York
$4.02M +$68.3K +377 +2%
PFWA
834
Paces Ferry Wealth Advisors
Georgia
$4.01M -$25.7K -142 -0.7%
CSB
835
City State Bank
Iowa
$4M +$57K +315 +1%
TFA
836
Tobias Financial Advisors
Florida
$4M +$25.5K +141 +0.7%
DT
837
Diversified Trust
Tennessee
$3.99M -$1.4M -7,756 -27%
PP
838
Prosperity Planning
Missouri
$3.99M -$116K -642 -3%
UBG
839
United Bank (Georgia)
Georgia
$3.98M -$16.7K -92 -0.4%
SA
840
Sonoma Allocations
California
$3.97M +$3.89M +21,504 New
Q1WB
841
Quest 10 Wealth Builders
Virginia
$3.97M -$103K -570 -3%
HSWM
842
Hubbell Strickland Wealth Management
Louisiana
$3.97M +$14.7K +81 +0.4%
OFS
843
OneAscent Financial Services
Alabama
$3.96M +$679K +3,750 +21%
CIC
844
Carnegie Investment Counsel
Ohio
$3.96M +$181K +1,000 +5%
DWT
845
Dorsey & Whitney Trust
South Dakota
$3.95M -$42.7K -236 -1%
MFT
846
Moisand Fitzgerald Tamayo
Florida
$3.94M -$4.16K -23 -0.1%
ONSWM
847
Old North State Wealth Management
North Carolina
$3.93M +$6.16K +34 +0.2%
CAG
848
Compass Advisory Group
New York
$3.93M +$147K +812 +4%
QWM
849
Quadcap Wealth Management
Texas
$3.91M -$175K -969 -4%
TFP
850
Triune Financial Partners
Kansas
$3.91M +$18.1K +100 +0.5%
32 33
34
35 36