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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
851
Global Wealth Management Investment Advisory
Florida
$2.64M -$175K -1,092 -6%
RFC
852
Regions Financial Corp
Alabama
$2.62M +$95.4K +597 +4%
STCOSD
853
Sageworth Trust Company of South Dakota
South Dakota
$2.61M – – –
LWL
854
Leo Wealth LLC
Texas
$2.61M +$160 +1 +0%
PFG
855
Pacific Financial Group
Washington
$2.6M +$107K +671 +4%
WTFG
856
Wells Trecaso Financial Group
Ohio
$2.58M -$47.8K -299 -2%
BWM
857
BKM Wealth Management
Wisconsin
$2.58M +$224K +1,399 +10%
VW
858
Veridan Wealth
Oregon
$2.58M +$2.33M +14,605 New
NAMP
859
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.58M -$2.4K -15 -0.1%
WWM
860
Western Wealth Management
Colorado
$2.57M -$61.7K -386 -2%
HWM
861
Howard Wealth Management
Connecticut
$2.55M +$57.5K +360 +2%
KWMG
862
King Wealth Management Group
Florida
$2.54M -$4K -25 -0.2%
LA
863
LM Advisors
California
$2.54M +$10.2K +64 +0.4%
GT
864
Glenview Trust
Kentucky
$2.53M +$72.7K +455 +3%
MCA
865
MSH Capital Advisors
Arizona
$2.52M +$265K +1,655 +12%
PCM
866
Parsons Capital Management
Rhode Island
$2.51M +$73.8K +462 +3%
TW
867
TritonPoint Wealth
Maryland
$2.51M -$228K -1,428 -8%
AF
868
Apexium Financial
Texas
$2.5M -$13.9K -87 -0.6%
SF
869
Synovus Financial
Georgia
$2.5M -$81.5K -510 -3%
WF
870
Welch & Forbes
Massachusetts
$2.5M – – –
IF
871
Intrua Financial
Texas
$2.49M -$61.9K -387 -2%
MFA
872
Mayflower Financial Advisors
Massachusetts
$2.49M -$40.9K -256 -2%
SG
873
StoneX Group
New York
$2.48M -$28.1K -176 -1%
EFS
874
Econ Financial Services
Pennsylvania
$2.48M +$19K +119 +0.8%
LF
875
LifeSteps Financial
California
$2.47M -$11K -69 -0.4%
33 34
35
36 37