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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
851
Rockbridge Investment Management
New York
$2.59M -$3.24K -23 -0.1%
PWG
852
Private Wealth Group
Florida
$2.58M -$2.46M -17,494 -50%
CWM
853
Chemistry Wealth Management
New York
$2.58M -$14.1K -100 -0.6%
WWM
854
Western Wealth Management
Colorado
$2.57M +$443K +3,148 +22%
CWA
855
Continuum Wealth Advisors
New York
$2.56M -$566K -4,025 -19%
XF
856
XML Financial
Maryland
$2.56M +$519K +3,691 +27%
AGC
857
Aspen Grove Capital
Colorado
$2.56M +$137K +974 +6%
SEP
858
Southland Equity Partners
Missouri
$2.54M +$114K +813 +5%
PWS
859
Peterson Wealth Services
Utah
$2.54M +$2.39M +16,987 New
MECA
860
Miller Equity Capital Advisors
Texas
$2.53M – – –
BFG
861
Berger Financial Group
Minnesota
$2.5M +$330K +2,342 +16%
SPW
862
Sonoma Private Wealth
California
$2.5M +$128K +911 +6%
PWP
863
Principle Wealth Partners
Connecticut
$2.5M +$100K +713 +4%
MAA
864
Mraz Amerine & Associates
California
$2.5M -$482K -3,424 -17%
TAM
865
Tocqueville Asset Management
New York
$2.49M +$563 +4 +0%
GT
866
Glenview Trust
Kentucky
$2.49M -$64.9K -461 -3%
EAM
867
Evanson Asset Management
California
$2.48M +$13.1K +93 +0.6%
MCM
868
MV Capital Management
Maryland
$2.47M -$51.4K -365 -2%
HPFG
869
Hart & Patterson Financial Group
Massachusetts
$2.47M +$2.32M +16,524 New
HWMG
870
Hurlow Wealth Management Group
Indiana
$2.47M -$104K -738 -4%
MW
871
Maia Wealth
Colorado
$2.47M +$2.32M +16,499 New
WTFG
872
Wells Trecaso Financial Group
Ohio
$2.45M -$6.05K -43 -0.3%
CSB
873
City State Bank
Iowa
$2.45M -$16.9K -120 -0.7%
SMC
874
Smith, Moore & Co
Missouri
$2.45M -$239K -1,701 -9%
STCOSD
875
Sageworth Trust Company of South Dakota
South Dakota
$2.44M – – –
33 34
35
36 37