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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
876
Plancorp LLC
Missouri
$1.74M +$5.61K +40 +0.3%
SWPG
877
Strategic Wealth Partners Group
Illinois
$1.74M +$466K +3,324 +36%
RF
878
Rollins Financial
Georgia
$1.74M -$60.3K -430 -3%
NSAM
879
North Star Asset Management
Wisconsin
$1.72M -$86.4K -616 -5%
CWP
880
Corepath Wealth Partners
Arizona
$1.72M +$63.8K +455 +4%
NCM
881
Noesis Capital Mangement
Florida
$1.72M – – –
EWM
882
Evermay Wealth Management
Virginia
$1.7M -$6.17K -44 -0.4%
PCM
883
Parsons Capital Management
Rhode Island
$1.7M +$160K +1,141 +10%
NDSI
884
Newman Dignan & Sheerar Inc
Rhode Island
$1.7M +$2.81K +20 +0.2%
NLP
885
Next Level Private
New York
$1.69M -$145K -1,035 -8%
SCM
886
Stonehearth Capital Management
Massachusetts
$1.69M -$132K -941 -7%
FWM
887
Forza Wealth Management
Florida
$1.68M +$13.1K +93 +0.8%
HIGP
888
Hill Investment Group Partners
Missouri
$1.67M -$10.8K -77 -0.6%
AR
889
Apeiron RIA
Texas
$1.67M +$248K +1,770 +17%
MFA
890
Mayflower Financial Advisors
Massachusetts
$1.66M -$53K -378 -3%
TFS
891
Thoroughbred Financial Services
Tennessee
$1.65M +$167K +1,189 +11%
RFA
892
RTD Financial Advisors
Pennsylvania
$1.64M -$22.5K -160 -1%
OCM
893
Orser Capital Management
Texas
$1.64M +$1.08M +7,685 +183%
AFO
894
Allie Family Office
Florida
$1.64M -$284K -2,022 -15%
RPG
895
Resource Planning Group
Georgia
$1.64M -$41.3K -294 -2%
LIM
896
Leavell Investment Management
Alabama
$1.64M -$26.8K -191 -2%
ADL
897
Asset Dedication LLC
California
$1.64M +$20.1K +143 +1%
LWM
898
Laidlaw Wealth Management
New York
$1.63M -$16.4K -117 -1%
KFP
899
KMG Fiduciary Partners
Ohio
$1.63M +$857K +6,104 +107%
EWM
900
Evercore Wealth Management
New York
$1.63M +$111K +789 +7%
34 35
36
37 38