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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
851
Root Financial Partners
California
$3.9M +$998K +5,514 +36%
MAA
852
Matrix Asset Advisors
New York
$3.89M +$1.19M +6,575 +46%
SI
853
Seeds Investor
New York
$3.86M -$11.6K -64 -0.3%
NAMP
854
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.85M +$142K +785 +4%
MFG
855
Magnus Financial Group
New York
$3.82M -$114K -630 -3%
GA
856
GFS Advisors
Texas
$3.81M -$25.3K -140 -0.7%
SAG
857
SageView Advisory Group
California
$3.8M +$275K +1,519 +8%
KW
858
Keyvantage Wealth
Pennsylvania
$3.79M -$93.1K -514 -2%
MCM
859
MV Capital Management
Maryland
$3.77M – – –
BFA
860
Beacon Financial Advisory
Ohio
$3.77M +$190K +1,049 +5%
EFL
861
ERn Financial LLC
Wisconsin
$3.77M +$6.34K +35 +0.2%
TFCP
862
Twin Focus Capital Partners
Massachusetts
$3.76M +$238K +1,312 +7%
TC
863
TAGStone Capital
North Carolina
$3.75M +$148K +815 +4%
PCG
864
Prosperity Consulting Group
Maryland
$3.75M +$2.21M +12,206 +155%
SMA
865
Sage Mountain Advisors
Georgia
$3.74M +$22.1K +122 +0.6%
HCP
866
Hexagon Capital Partners
Arkansas
$3.73M -$31K -171 -0.8%
HH
867
Hilltop Holdings
Texas
$3.73M +$65.7K +363 +2%
MW
868
Maia Wealth
Colorado
$3.72M -$724 -4 -0%
BS
869
Brighton Securities
New York
$3.71M +$1.14M +6,314 +46%
PWMG
870
Pioneer Wealth Management Group
Texas
$3.71M -$75.7K -418 -2%
GT
871
Glenview Trust
Kentucky
$3.71M +$167K +921 +5%
MIA
872
Milestone Investment Advisors
Wisconsin
$3.7M -$5.25K -29 -0.1%
LWM
873
Luminvest Wealth Management
Arizona
$3.7M +$74.6K +412 +2%
CWM
874
Chemistry Wealth Management
New York
$3.69M -$27.3K -151 -0.8%
AWMM
875
Aegis Wealth Management (Maryland)
Maryland
$3.68M -$481K -2,659 -12%
33 34
35
36 37