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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
876
Apexium Financial
Texas
$2.54M +$837K +5,429 +53%
WF
877
Welch & Forbes
Massachusetts
$2.54M +$86.5K +561 +4%
SG
878
StoneX Group
New York
$2.54M -$59.7K -387 -2%
PFG
879
Pacific Financial Group
Washington
$2.53M +$177K +1,149 +8%
HWM
880
Howard Wealth Management
Connecticut
$2.53M – – –
PCA
881
Pallas Capital Advisors
Massachusetts
$2.52M +$590K +3,825 +33%
LF
882
LifeSteps Financial
California
$2.52M -$37.2K -241 -2%
LAM
883
LifePro Asset Management
California
$2.52M -$412K -2,671 -15%
I
884
INVST
Indiana
$2.51M -$20.7M -134,106 -90%
GJWM
885
Gilliland Jeter Wealth Management
Arkansas
$2.51M – – –
WBCM
886
Wilson & Boucher Capital Management
California
$2.51M -$8.48K -55 -0.4%
GT
887
Glenview Trust
Kentucky
$2.5M -$197K -1,280 -8%
EFS
888
Econ Financial Services
Pennsylvania
$2.5M -$3.11M -20,143 -57%
WMG
889
WESCAP Management Group
California
$2.5M -$53.3K -346 -2%
EWM
890
Evergreen Wealth Management
Michigan
$2.49M – – –
FCFC
891
First Commonwealth Financial Corp
Pennsylvania
$2.49M -$1.53M -9,948 -39%
CPC
892
Cookson Peirce & Co
Pennsylvania
$2.49M -$41.6K -270 -2%
HI
893
Hudock Inc
Pennsylvania
$2.48M +$2.34M +15,209 New
PCM
894
Parsons Capital Management
Rhode Island
$2.47M +$93.9K +609 +4%
MIFH
895
Migdal Insurance & Financial Holdings
Israel
$2.47M +$136K +879 +6%
SMC
896
Smith, Moore & Co
Missouri
$2.47M -$190K -1,231 -8%
SWPG
897
Strategic Wealth Partners Group
Illinois
$2.45M +$617 +4 +0%
AWA
898
Amplius Wealth Advisors
Pennsylvania
$2.44M -$559K -3,627 -19%
CCM
899
Colorado Capital Management
Colorado
$2.44M -$59.2K -384 -2%
TA
900
TFB Advisors
Kansas
$2.42M +$431K +2,795 +22%
34 35
36
37 38