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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
TFP
851
Triune Financial Partners
Kansas
$3.69M +$37.2K +220 +1%
KW
852
Keyvantage Wealth
Pennsylvania
$3.68M -$229K -1,356 -6%
SI
853
Seeds Investor
New York
$3.67M -$284K -1,680 -7%
GA
854
GFS Advisors
Texas
$3.64M -$208K -1,230 -6%
PWMG
855
Pioneer Wealth Management Group
Texas
$3.59M -$286K -1,696 -8%
PWS
856
Precision Wealth Strategies
Missouri
$3.59M +$3.43M +20,296 New
CAG
857
Compass Advisory Group
New York
$3.58M +$358K +2,118 +12%
CIC
858
Carnegie Investment Counsel
Ohio
$3.57M +$136K +805 +4%
MCM
859
MV Capital Management
Maryland
$3.57M – – –
HCP
860
Hexagon Capital Partners
Arkansas
$3.57M -$444K -2,628 -12%
EFL
861
ERn Financial LLC
Wisconsin
$3.56M -$25.8K -153 -0.8%
TC
862
Tacita Capital
Ontario, Canada
$3.56M +$16.9K +100 +0.5%
BOJHT
863
Bank of Jackson Hole Trust
Wyoming
$3.54M +$1.2M +7,126 +55%
LWM
864
LongView Wealth Management
Georgia
$3.54M -$3.74M -22,115 -52%
MW
865
Maia Wealth
Colorado
$3.52M +$193K +1,143 +6%
CWM
866
Chemistry Wealth Management
New York
$3.52M +$423K +2,507 +14%
SMA
867
Sage Mountain Advisors
Georgia
$3.52M +$296K +1,750 +10%
FWM
868
Fonville Wealth Management
Virginia
$3.52M +$235K +1,389 +8%
SFC
869
Strategic Financial Concepts
Texas
$3.51M +$90K +533 +3%
MIA
870
Milestone Investment Advisors
Wisconsin
$3.51M -$6.92K -41 -0.2%
NAMP
871
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.51M +$162K +960 +5%
PCA
872
Pallas Capital Advisors
Massachusetts
$3.5M -$167K -987 -5%
WMG
873
WESCAP Management Group
California
$3.5M +$387K +2,289 +13%
EAM
874
Evanson Asset Management
California
$3.49M -$31.6K -187 -0.9%
UFA
875
Uptown Financial Advisors
Texas
$3.49M -$99K -586 -3%
33 34
35
36 37