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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
876
Luminvest Wealth Management
Arizona
$3.09M +$10.9K +62 +0.3%
SL
877
Salomon & Ludwin
Virginia
$3.09M -$222K -1,265 -6%
RFP
878
Root Financial Partners
California
$3.09M +$1.39M +7,919 +77%
PG
879
Prostatis Group
Maryland
$3.08M +$127K +725 +4%
SMA
880
Sage Mountain Advisors
Georgia
$3.08M -$121K -691 -4%
FA
881
FDx Advisors
Illinois
$3.06M -$75.3K -429 -2%
MA
882
Maxele Advisors
Missouri
$3.06M +$3.18M +18,093 New
WWM
883
Western Wealth Management
Colorado
$3.05M +$510K +2,907 +19%
SC
884
SouthState Corp
Florida
$3.05M – – –
SIG
885
Stonegate Investment Group
Alabama
$3.05M +$108K +617 +4%
AF
886
Advisornet Financial
Minnesota
$3.03M -$207K -1,178 -6%
NIM
887
Northeast Investment Management
Massachusetts
$3.03M +$570K +3,250 +22%
PRP
888
Peak Retirement Planning
Ohio
$3.03M +$3.14M +17,869 New
RFC
889
Regions Financial Corp
Alabama
$3M +$380K +2,164 +14%
LWM
890
Liberty Wealth Management
California
$3M -$14.9K -85 -0.5%
AGC
891
Aspen Grove Capital
Colorado
$2.99M +$109K +621 +4%
BBW
892
Blue Barn Wealth
Utah
$2.99M +$873K +4,976 +39%
FWM
893
Fonville Wealth Management
Virginia
$2.98M +$136K +773 +5%
ML
894
McAdam LLC
Pennsylvania
$2.98M +$149K +851 +5%
SFC
895
Strategic Financial Concepts
Texas
$2.98M +$192K +1,094 +7%
NAMP
896
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.97M +$89.5K +510 +3%
AIM
897
Acropolis Investment Management
Missouri
$2.97M +$440K +2,506 +17%
I
898
INVST
Indiana
$2.96M -$21.3M -121,297 -87%
FWM
899
Forza Wealth Management
Florida
$2.96M +$113K +642 +4%
WEG
900
World Equity Group
Illinois
$2.95M +$2.45M +13,956 +404%
34 35
36
37 38