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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCAM
901
Cascades Capital Asset Management
North Carolina
$3.52M +$3.25M +17,954 +1,960%
CCA
902
Cypress Capital Advisors
Tennessee
$3.51M +$380K +2,099 +13%
BWM
903
BKM Wealth Management
Wisconsin
$3.49M +$248K +1,372 +8%
PWP
904
Principle Wealth Partners
Connecticut
$3.49M – – –
EAM
905
Evanson Asset Management
California
$3.48M -$198K -1,094 -6%
SSWM
906
Sheets Smith Wealth Management
North Carolina
$3.48M – – –
NIM
907
Northeast Investment Management
Massachusetts
$3.48M +$5.07K +28 +0.2%
SW
908
SteelPeak Wealth
California
$3.47M +$2.13M +11,773 +175%
PWS
909
Precision Wealth Strategies
Missouri
$3.46M -$311K -1,718 -8%
LWM
910
LongView Wealth Management
Georgia
$3.46M -$267K -1,477 -7%
AWE
911
Avidian Wealth Enterprises
Texas
$3.46M -$613K -3,383 -15%
AF
912
Advisornet Financial
Minnesota
$3.44M +$81.7K +451 +3%
AIA
913
Angeles Investment Advisors
California
$3.42M -$2.19M -12,120 -40%
JWA
914
JFS Wealth Advisors
Pennsylvania
$3.4M +$15.8K +87 +0.5%
SAM
915
Sawgrass Asset Management
Florida
$3.38M -$238K -1,317 -7%
PTC
916
Private Trust Company
Ohio
$3.35M +$38.9K +215 +1%
PWA
917
Portus Wealth Advisors
North Carolina
$3.34M +$3.24M +17,911 New
SFP
918
SwitchPoint Financial Planning
Utah
$3.3M – – –
SC
919
Syon Capital
California
$3.29M -$1.13M -6,253 -26%
WBCM
920
Wilson & Boucher Capital Management
California
$3.28M +$297K +1,641 +10%
WSFS
921
Wilmington Savings Fund Society
Delaware
$3.27M -$7.51M -41,501 -70%
PCM
922
Prospera Capital Management
Arizona
$3.27M -$44.5K -246 -1%
AGP
923
Autumn Glory Partners
Texas
$3.25M +$363K +2,004 +13%
GWM
924
Geneos Wealth Management
Colorado
$3.24M -$11.4M -62,827 -78%
GWMR
925
GC Wealth Management RIA
Massachusetts
$3.22M +$626K +3,457 +25%
35 36
37
38 39