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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
AGP
851
Autumn Glory Partners
Texas
$2.73M -$231K -1,500 -8%
HPFG
852
Hart & Patterson Financial Group
Massachusetts
$2.72M +$28.8K +187 +1%
MWA
853
Moser Wealth Advisors
Washington
$2.72M +$99.4K +645 +4%
TAM
854
Tocqueville Asset Management
New York
$2.71M +$617 +4 +0%
MCM
855
MV Capital Management
Maryland
$2.69M – – –
WWM
856
Western Wealth Management
Colorado
$2.68M -$123K -795 -5%
WTFG
857
Wells Trecaso Financial Group
Ohio
$2.67M – – –
TI
858
Truepoint Inc
Ohio
$2.66M +$1.62M +10,529 +181%
STCOSD
859
Sageworth Trust Company of South Dakota
South Dakota
$2.66M – – –
LWL
860
Leo Wealth LLC
Texas
$2.65M +$214K +1,385 +9%
HWMG
861
Hurlow Wealth Management Group
Indiana
$2.63M -$54.9K -356 -2%
SF
862
Synovus Financial
Georgia
$2.62M -$260K -1,684 -9%
NAMP
863
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.62M +$297K +1,925 +14%
WFS
864
Weitzel Financial Services
Iowa
$2.62M +$51.8K +336 +2%
OHIS
865
Oak Harvest Investment Services
Texas
$2.61M +$277K +1,799 +13%
AWM
866
Aries Wealth Management
Maine
$2.6M +$873K +5,666 +55%
OCM
867
Orser Capital Management
Texas
$2.6M -$17.1K -111 -0.7%
IF
868
Intrua Financial
Texas
$2.59M -$11.9K -77 -0.5%
KWMG
869
King Wealth Management Group
Florida
$2.59M +$46.4K +301 +2%
SWM
870
Sanctuary Wealth Management
Idaho
$2.59M +$1.01M +6,546 +70%
BWM
871
BCS Wealth Management
Tennessee
$2.58M -$16.3K -106 -0.7%
LA
872
LM Advisors
California
$2.57M -$465K -3,016 -15%
MFA
873
Mayflower Financial Advisors
Massachusetts
$2.57M +$65.7K +426 +3%
RFC
874
Regions Financial Corp
Alabama
$2.56M +$341K +2,214 +16%
RIM
875
Rockbridge Investment Management
New York
$2.55M -$257K -1,664 -10%
33 34
35
36 37