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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CMBA
876
C.M. Bidwell & Associates
Hawaii
$624K -$33.4K -243 -5%
CRI
877
Colonial River Investments
Virginia
$622K -$43.4K -316 -7%
CFN
878
Cordasco Financial Network
Florida
$622K -$27.5K -200 -4%
HL
879
HeadInvest LLC
Maine
$615K +$24.2K +176 +4%
VWA
880
V Wealth Advisors
Kansas
$610K +$39.6K +288 +7%
ANTB
881
AMG National Trust Bank
Colorado
$609K +$1.37K +10 +0.2%
EPWM
882
Essex Private Wealth Management
Massachusetts
$606K +$19.8K +144 +3%
WA
883
Wealth Alliance
New York
$605K +$9.34K +68 +2%
GWM
884
Geneos Wealth Management
Colorado
$602K -$11M -80,281 -95%
LK
885
Lumbard & Kellner
New Hampshire
$600K – – –
AWM
886
Activest Wealth Management
Florida
$598K +$113K +821 +23%
GLA
887
Good Life Advisors
Pennsylvania
$597K -$54.5K -397 -8%
IWP
888
Icon Wealth Partners
Texas
$597K +$550 +4 +0.1%
ADL
889
Asset Dedication LLC
California
$597K +$555K +4,038 +1,378%
BCA
890
Bay Colony Advisors
Massachusetts
$595K – – –
DSC
891
Duncker Streett & Co
Missouri
$592K -$137K -995 -19%
PB
892
Pinnacle Bancorp
Nebraska
$589K -$19.9K -145 -3%
ACM
893
Allred Capital Management
Texas
$589K +$962 +7 +0.2%
WP
894
WealthPLAN Partners
Nebraska
$589K +$216K +1,575 +61%
SWP
895
Summit Wealth Partners
Florida
$588K +$143K +1,038 +32%
ACI
896
Alpha Cubed Investments
California
$587K -$29.4K -214 -5%
BWA
897
BlueSky Wealth Advisors
North Carolina
$582K – – –
1WM
898
1900 Wealth Management
Texas
$581K +$38.3K +279 +7%
FPCG
899
Fort Pitt Capital Group
Pennsylvania
$580K +$23.4K +170 +4%
MFS
900
McNamara Financial Services
Massachusetts
$577K +$7.28K +53 +1%
34 35
36
37 38