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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
NPFS
876
Novak & Powell Financial Services
Florida
$3.49M -$1.28M -7,562 -28%
CA
877
Cornerstone Advisory
Maryland
$3.48M +$54.2K +321 +2%
SFP
878
Strategic Financial Partners
Oregon
$3.48M -$18.6K -110 -0.6%
HH
879
Hilltop Holdings
Texas
$3.47M -$146K -864 -4%
DIP
880
DT Investment Partners
Pennsylvania
$3.46M – – –
SWM
881
Segment Wealth Management
Texas
$3.46M – – –
SAM
882
Sawgrass Asset Management
Florida
$3.44M – – –
CWA
883
Cascade Wealth Advisors
Washington
$3.43M -$405K -2,400 -11%
DAS
884
Diversify Advisory Services
Utah
$3.43M +$1.65M +9,739 +104%
LGWM
885
Litman Gregory Wealth Management
California
$3.43M -$1.86K -11 -0.1%
LWM
886
Luminvest Wealth Management
Arizona
$3.43M +$179K +1,060 +6%
TC
887
TAGStone Capital
North Carolina
$3.42M +$657K +3,890 +25%
NB
888
Nicolet Bankshares
Wisconsin
$3.41M -$14.9K -88 -0.5%
MGWA
889
Monument Group Wealth Advisors
Massachusetts
$3.39M +$201K +1,188 +7%
IA
890
Insight Advisors
Pennsylvania
$3.39M -$8.61K -51 -0.3%
BFA
891
Beacon Financial Advisory
Ohio
$3.39M +$221K +1,309 +7%
SAG
892
SageView Advisory Group
California
$3.39M -$358K -2,117 -10%
MAM
893
Marotta Asset Management
Virginia
$3.38M -$170K -1,004 -5%
FF
894
Francis Financial
$3.37M +$3.22M +19,059 New
GT
895
Glenview Trust
Kentucky
$3.35M +$121K +714 +4%
MA
896
MONECO Advisors
Connecticut
$3.34M +$21.3K +126 +0.7%
TFCP
897
Twin Focus Capital Partners
Massachusetts
$3.34M +$921K +5,454 +41%
CF
898
Claris Financial
Virginia
$3.33M -$1.06M -6,273 -25%
AAA
899
American Alpha Advisors
New York
$3.33M -$1.11M -6,599 -26%
BWM
900
Base Wealth Management
Florida
$3.33M +$533K +3,158 +20%
34 35
36
37 38