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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
JAG
901
Journey Advisory Group
Kentucky
$2.33M -$1.04M -6,511 -31%
SMC
902
Smith, Moore & Co
Missouri
$2.32M -$104K -649 -4%
LGWM
903
Litman Gregory Wealth Management
California
$2.32M +$496K +3,101 +27%
GWSG
904
GPS Wealth Strategies Group
Colorado
$2.32M +$573K +3,587 +33%
SWM
905
SeaCrest Wealth Management
New York
$2.32M +$588K +3,676 +34%
WF
906
WoodTrust Financial
Wisconsin
$2.3M +$2.29M +14,350 New
CCM
907
Colorado Capital Management
Colorado
$2.3M -$103K -646 -4%
WB
908
West Bancorporation
Iowa
$2.3M +$18.5K +116 +0.8%
TI
909
Tidal Investments
Wisconsin
$2.3M +$1.59M +9,979 +230%
PPWM
910
Paragon Private Wealth Management
Kentucky
$2.28M +$560K +3,501 +33%
EL
911
EMFO LLC
Florida
$2.28M -$59.5K -372 -3%
HNB
912
Hilltop National Bank
Wyoming
$2.28M -$1.44K -9 -0.1%
SFP
913
Shepherd Financial Partners
Massachusetts
$2.28M -$39K -244 -2%
PGFC
914
Peapack-Gladstone Financial Corp
New Jersey
$2.27M +$279K +1,744 +14%
BIP
915
Blueprint Investment Partners
North Carolina
$2.26M +$25.7K +161 +1%
EWA
916
Emergent Wealth Advisors
New York
$2.25M +$1.68M +10,493 +296%
SAM
917
Smartleaf Asset Management
Massachusetts
$2.24M -$27.7K -173 -1%
GT
918
Greenleaf Trust
Michigan
$2.23M -$54.8K -343 -2%
SPW
919
Sonoma Private Wealth
California
$2.23M -$66.5K -416 -3%
TI
920
Truepoint Inc
Ohio
$2.22M -$402K -2,515 -15%
SWA
921
SOA Wealth Advisors
New York
$2.22M -$4.47K -28 -0.2%
CPC
922
Cookson Peirce & Co
Pennsylvania
$2.21M -$237K -1,482 -10%
AR
923
Apeiron RIA
Texas
$2.21M +$42K +263 +2%
NIM
924
Northeast Investment Management
Massachusetts
$2.2M +$335K +2,099 +18%
CP
925
Camelot Portfolios
Ohio
$2.19M +$241K +1,509 +12%
35 36
37
38 39