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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
926
Sagace Wealth Management
Florida
$2.19M +$2.11M +13,197 New
JCM
927
Jacobi Capital Management
Pennsylvania
$2.18M +$110K +689 +5%
WFA
928
Wells Financial Advisors
Massachusetts
$2.18M -$127K -796 -6%
LHWM
929
Lake Hills Wealth Management
Texas
$2.14M +$47.5K +297 +2%
KP
930
Keel Point
Alabama
$2.14M +$874K +5,470 +73%
MWM
931
Maripau Wealth Management
Indiana
$2.13M -$88.1K -551 -4%
TFCP
932
Twin Focus Capital Partners
Massachusetts
$2.13M -$15K -94 -0.7%
ATS
933
Ashton Thomas Securities
New York
$2.11M +$2.08M +13,002 New
CC
934
Cypress Capital
Tennessee
$2.08M +$1.29M +8,089 +166%
ADL
935
Asset Dedication LLC
California
$2.07M +$139K +871 +7%
PTC
936
Private Trust Company
Ohio
$2.07M +$341K +2,132 +20%
GWP
937
Gateway Wealth Partners
Wisconsin
$2.07M +$136K +848 +7%
PA
938
Probity Advisors
Texas
$2.06M +$7.99K +50 +0.4%
BFA
939
Beacon Financial Advisory
Ohio
$2.06M +$3.84K +24 +0.2%
BBW
940
Blue Barn Wealth
Utah
$2.05M -$60.9K -381 -3%
KFP
941
KMG Fiduciary Partners
Ohio
$2.05M – – –
CAG
942
Crestwood Advisors Group
Massachusetts
$2.04M -$59K -369 -3%
NFP
943
Narus Financial Partners
Utah
$2.03M +$30.2K +189 +2%
VP
944
Verum Partners
North Carolina
$2.02M -$14.2K -89 -0.7%
MCC
945
Money Concepts Capital
Florida
$2.02M +$326K +2,042 +19%
PHWM
946
Pine Harbor Wealth Management
Maryland
$2M +$7.99K +50 +0.4%
MG
947
MilWealth Group
Wisconsin
$2M -$87.3K -546 -4%
ZB
948
Zions Bancorporation
Utah
$1.99M – – –
CWMGP
949
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.99M – – –
AWA
950
Amplius Wealth Advisors
Pennsylvania
$1.98M -$425K -2,657 -18%
36 37
38
39 40