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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
876
Farther Finance Advisors
California
$1.89M +$851K +5,939 +77%
HF
877
Halpern Financial
Virginia
$1.89M +$1.95M +13,590 +16,988%
BWA
878
Blodgett Wealth Advisors
California
$1.88M +$16.5K +115 +0.9%
AWA
879
Alta Wealth Advisors
Massachusetts
$1.87M – – –
CP
880
Camelot Portfolios
Ohio
$1.86M -$325K -2,265 -14%
XF
881
XML Financial
Maryland
$1.85M +$234K +1,634 +14%
BFA
882
Beacon Financial Advisory
Ohio
$1.84M +$318K +2,218 +20%
PCH
883
PGIM Custom Harvest
New Jersey
$1.84M +$133K +926 +7%
CIAS
884
Capital Investment Advisory Services
North Carolina
$1.83M +$479K +3,345 +34%
CAS
885
Coppell Advisory Solutions
Texas
$1.83M -$425K -2,969 -19%
API
886
Advisor Partners II
California
$1.83M -$159K -1,108 -8%
NAMP
887
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.82M +$32.2K +225 +2%
JCM
888
Jacobi Capital Management
Pennsylvania
$1.8M -$29.7K -207 -2%
NAS
889
NWF Advisory Services
California
$1.8M -$153K -1,071 -8%
PA
890
Probity Advisors
Texas
$1.79M -$75.1K -524 -4%
RFC
891
Regions Financial Corp
Alabama
$1.78M -$126K -879 -6%
MCWS
892
McKinley Carter Wealth Services
West Virginia
$1.77M -$207K -1,445 -10%
PWA
893
Physician Wealth Advisors
Utah
$1.77M +$56.6K +395 +3%
BIP
894
Blueprint Investment Partners
North Carolina
$1.77M +$78.1K +545 +4%
SFPM
895
Sensible Financial Planning & Management
Massachusetts
$1.76M -$5.59K -39 -0.3%
KFP
896
KMG Fiduciary Partners
Ohio
$1.76M – – –
DF
897
Dunhill Financial
United Kingdom
$1.75M +$30.2K +211 +2%
RCS
898
Retirement Capital Strategies
California
$1.75M +$1.82M +12,714 New
TPWA
899
TRUE Private Wealth Advisors
Oregon
$1.75M +$1.48M +10,353 +443%
CWMGP
900
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.74M -$8.45K -59 -0.5%
34 35
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37 38