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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
901
Lodestone Wealth Management
Washington
$4.32M -$32.8K -164 -0.7%
AF
902
Amara Financial
California
$4.32M -$6.01K -30 -0.1%
SA
903
Sonoma Allocations
California
$4.31M -$313K -1,565 -7%
WA
904
WBH Advisory
Maryland
$4.31M -$576K -2,877 -12%
BWM
905
BKM Wealth Management
Wisconsin
$4.3M +$255K +1,275 +6%
WMR
906
Wealth Management Resources
Rhode Island
$4.28M -$110K -547 -2%
HSWM
907
Hubbell Strickland Wealth Management
Louisiana
$4.28M +$85.5K +427 +2%
PFWA
908
Paces Ferry Wealth Advisors
Georgia
$4.26M +$13.6K +68 +0.3%
CAM
909
Carret Asset Management
New York
$4.25M +$18.6K +93 +0.4%
CAG
910
Compass Advisory Group
New York
$4.25M +$117K +585 +3%
BF
911
Bonfire Financial
Colorado
$4.25M -$342K -1,709 -7%
SFC
912
Strategic Financial Concepts
Texas
$4.25M +$3.86M +19,297 +825%
CIC
913
Carnegie Investment Counsel
Ohio
$4.24M +$180K +899 +4%
TPW
914
Talon Private Wealth
Florida
$4.24M +$4.32M +21,591 New
WFS
915
Weitzel Financial Services
Iowa
$4.23M +$43.2K +216 +1%
AIM
916
Anchor Investment Management
South Carolina
$4.21M +$271K +1,352 +7%
GF
917
Goodman Financial
Texas
$4.2M -$31K -155 -0.7%
1L
918
10Elms LLP
Oklahoma
$4.2M +$3.73M +18,644 +675%
HOWA
919
Hudson Oak Wealth Advisory
New Jersey
$4.2M -$4.21K -21 -0.1%
BP
920
Broadleaf Partners
Ohio
$4.2M -$42.8K -214 -1%
BAM
921
Belpointe Asset Management
Nevada
$4.19M +$271K +1,355 +7%
SI
922
Seeds Investor
New York
$4.19M -$18.4K -92 -0.4%
MGWA
923
Monument Group Wealth Advisors
Massachusetts
$4.14M -$367K -1,833 -8%
BWM
924
Base Wealth Management
Florida
$4.14M -$569K -2,844 -12%
AWS
925
Alliance Wealth Strategies
Virginia
$4.13M +$259K +1,292 +7%
35 36
37
38 39