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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
ABWM
951
Alpine Bank Wealth Management
Colorado
$2.31M +$2.21M +13,220 New
SHF
952
Stage Harbor Financial
Massachusetts
$2.29M -$855K -5,108 -28%
ATS
953
Ashton Thomas Securities
New York
$2.29M +$15.6K +93 +0.7%
WFA
954
Wells Financial Advisors
Massachusetts
$2.28M -$80.4K -480 -4%
MCC
955
Money Concepts Capital
Florida
$2.28M +$75.8K +453 +4%
GWSG
956
GPS Wealth Strategies Group
Colorado
$2.28M -$238K -1,420 -10%
TW
957
TritonPoint Wealth
Maryland
$2.27M -$412K -2,459 -16%
RFP
958
RCS Financial Planning
Maryland
$2.26M -$286K -1,708 -12%
PA
959
Probity Advisors
Texas
$2.26M +$9.38K +56 +0.4%
KP
960
Keel Point
Alabama
$2.25M -$17.2K -103 -0.8%
CWMGP
961
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.25M +$86.2K +515 +4%
MC
962
Moors & Cabot
Massachusetts
$2.25M +$311K +1,856 +17%
PTC
963
Private Trust Company
Ohio
$2.24M -$14.9K -89 -0.7%
AB
964
Atlas Brown
Kentucky
$2.24M -$860K -5,134 -29%
UAG
965
United Advisor Group
Ohio
$2.24M +$194K +1,157 +10%
TC
966
TAGStone Capital
North Carolina
$2.24M +$282K +1,683 +15%
LHWM
967
Lake Hills Wealth Management
Texas
$2.23M -$95.6K -571 -4%
KFP
968
KMG Fiduciary Partners
Ohio
$2.23M +$335 +2 +0%
BBW
969
Blue Barn Wealth
Utah
$2.21M -$20.6K -123 -1%
CAG
970
Crestwood Advisors Group
Massachusetts
$2.21M -$13.1K -78 -0.6%
ADL
971
Asset Dedication LLC
California
$2.21M -$48.7K -291 -2%
AWM
972
Axxcess Wealth Management
California
$2.21M +$199K +1,191 +10%
VP
973
Verum Partners
North Carolina
$2.17M -$29.8K -178 -1%
ZB
974
Zions Bancorporation
Utah
$2.17M – – –
MAS
975
Meeder Advisory Services
Ohio
$2.15M +$926K +5,529 +81%
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