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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
901
Principle Wealth Partners
Connecticut
$3.3M -$6.59K -39 -0.2%
SSWM
902
Sheets Smith Wealth Management
North Carolina
$3.3M – – –
NIM
903
Northeast Investment Management
Massachusetts
$3.29M +$104K +616 +3%
TI
904
Tidal Investments
Wisconsin
$3.29M +$1.26M +7,472 +67%
WFS
905
Weitzel Financial Services
Iowa
$3.24M -$139K -822 -4%
LKBC
906
L.K. Benson & Company
Maryland
$3.23M -$39.5K -234 -1%
JWA
907
JFS Wealth Advisors
Pennsylvania
$3.21M -$31.2K -185 -1%
AWA
908
Archvest Wealth Advisors
California
$3.19M +$202K +1,196 +7%
AF
909
Advisornet Financial
Minnesota
$3.18M -$60.8K -360 -2%
PCM
910
Prospera Capital Management
Arizona
$3.16M +$144K +855 +5%
PTC
911
Private Trust Company
Ohio
$3.14M +$168K +995 +6%
SFP
912
SwitchPoint Financial Planning
Utah
$3.12M +$364K +2,155 +14%
FA
913
FDx Advisors
Illinois
$3.1M -$28.7K -170 -1%
OFS
914
OneAscent Financial Services
Alabama
$3.1M -$2.06M -12,171 -41%
RFC
915
Regions Financial Corp
Alabama
$3.1M +$44.9K +266 +2%
ACA
916
Aptus Capital Advisors
Alabama
$3.07M +$160K +948 +6%
BWM
917
BKM Wealth Management
Wisconsin
$3.06M +$48.8K +289 +2%
CAMG
918
CWA Asset Management Group
Florida
$3.06M +$224K +1,324 +8%
AF
919
Amara Financial
California
$3.06M -$2.37K -14 -0.1%
FSA
920
Financial Services Advisory
Maryland
$3.06M +$2.92M +17,297 New
BFA
921
Blueprint Financial Advisors
North Carolina
$3.05M +$2.91M +17,253 New
LA
922
LM Advisors
California
$3.04M -$6.42K -38 -0.2%
SL
923
Salomon & Ludwin
Virginia
$3M -$41.2K -244 -1%
GCM
924
Gibraltar Capital Management
Oklahoma
$2.96M +$77.9K +461 +3%
CCA
925
Cypress Capital Advisors
Tennessee
$2.96M +$486K +2,876 +21%
35 36
37
38 39