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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
901
Shepherd Financial Partners
Massachusetts
$2.23M -$212K -1,508 -9%
LWL
902
Leo Wealth LLC
Texas
$2.23M +$2.09M +14,874 New
ACI
903
Alpha Cubed Investments
California
$2.21M -$61.8K -439 -3%
BBW
904
Blue Barn Wealth
Utah
$2.21M +$66.5K +473 +3%
SAW
905
Signal Advisors Wealth
Michigan
$2.21M +$2.08M +14,767 New
EL
906
EMFO LLC
Florida
$2.2M +$321K +2,284 +18%
AL
907
ADE LLC
Maryland
$2.2M -$36K -256 -2%
KWM
908
Keebeck Wealth Management
Illinois
$2.2M -$4.19M -29,784 -67%
PHWM
909
Pine Harbor Wealth Management
Maryland
$2.19M +$2.06M +14,647 New
GHA
910
Granite Harbor Advisors
Texas
$2.19M -$6.05K -43 -0.3%
PCM
911
Parsons Capital Management
Rhode Island
$2.18M +$114K +811 +6%
MWM
912
Maripau Wealth Management
Indiana
$2.16M -$5.77K -41 -0.3%
BWM
913
BKM Wealth Management
Wisconsin
$2.16M +$2.03M +14,429 New
WFA
914
Wells Financial Advisors
Massachusetts
$2.16M -$63.6K -452 -3%
PFG
915
Pacific Financial Group
Washington
$2.15M +$32.5K +231 +2%
GT
916
Greenleaf Trust
Michigan
$2.14M -$617K -4,386 -23%
TWM
917
Tradition Wealth Management
Minnesota
$2.14M +$10.1K +72 +0.5%
MIFH
918
Migdal Insurance & Financial Holdings
Israel
$2.13M -$23.9K -170 -1%
HSA
919
HBK Sorce Advisory
Pennsylvania
$2.13M +$1.01M +7,214 +103%
LHWM
920
Lake Hills Wealth Management
Texas
$2.13M -$23.5K -167 -1%
OHIS
921
Oak Harvest Investment Services
Texas
$2.12M +$469K +3,331 +31%
NAMP
922
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.12M +$137K +975 +7%
CWP
923
Corepath Wealth Partners
Arizona
$2.12M -$4.64K -33 -0.2%
FWM
924
Fonville Wealth Management
Virginia
$2.12M +$1.99M +14,147 New
CIAS
925
Capital Investment Advisory Services
North Carolina
$2.11M +$118K +840 +6%
35 36
37
38 39