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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
926
Capital Wealth Alliance
Arizona
$986K +$132K +975 +14%
ML
927
McAdam LLC
Pennsylvania
$979K +$84.6K +626 +9%
TC
928
TAP Consulting
Missouri
$968K +$68.9K +510 +7%
CFS
929
CRA Financial Services
New Jersey
$967K +$15.3K +113 +1%
SMA
930
Sage Mountain Advisors
Georgia
$964K -$176K -1,299 -14%
AWA
931
Arkadios Wealth Advisors
Georgia
$963K -$77.6K -574 -7%
FAG
932
Fortitude Advisory Group
Washington
$963K +$40.5K +300 +4%
PTP
933
Platform Technology Partners
New York
$962K +$15.5K +115 +1%
DIA
934
Dana Investment Advisors
Wisconsin
$954K -$94.2K -697 -8%
PFGIA
935
Patriot Financial Group Insurance Agency
Massachusetts
$953K -$248K -1,833 -19%
THWM
936
Taylor Hoffman Wealth Management
Virginia
$950K -$3.92K -29 -0.4%
GAM
937
Gould Asset Management
California
$946K -$11.5K -85 -1%
SWPG
938
Strategic Wealth Partners Group
Illinois
$944K +$541 +4 +0.1%
GCA
939
Gradient Capital Advisors
California
$942K -$465K -3,442 -31%
6F
940
626 Financial
Michigan
$937K +$119K +882 +13%
CWA
941
Canvas Wealth Advisors
Kansas
$935K +$89.5K +662 +11%
FLPIM
942
F.L. Putnam Investment Management
Massachusetts
$932K -$91.9K -680 -8%
CCG
943
Chatham Capital Group
Georgia
$931K – – –
4FG
944
4Thought Financial Group
New York
$927K +$346K +2,559 +52%
AFM
945
Abbot Financial Management
Massachusetts
$918K – – –
PWA
946
Peterson Wealth Advisors
Utah
$916K +$1M +7,416 New
HTC
947
Haverford Trust Company
Pennsylvania
$911K -$387K -2,861 -28%
EDRH
948
Edmond de Rothschild Holding
Switzerland
$911K +$956K +7,074 +2,350%
EWM
949
Executive Wealth Management
Michigan
$905K -$836K -6,182 -87%
KP
950
Keel Point
Alabama
$904K -$48.4K -358 -5%
36 37
38
39 40