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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
951
SwitchPoint Financial Planning
Utah
$2.68M – – –
PFA
952
Pillar Financial Advisors
Kentucky
$2.66M +$131K +754 +5%
GJWM
953
Gilliland Jeter Wealth Management
Arkansas
$2.66M – – –
KWM
954
Keebeck Wealth Management
Illinois
$2.65M +$1.92K +11 +0.1%
AIM
955
Anchor Investment Management
South Carolina
$2.65M +$67.5K +387 +3%
TC
956
TAGStone Capital
North Carolina
$2.64M +$184K +1,055 +7%
MCC
957
Money Concepts Capital
Florida
$2.64M +$40.6K +233 +2%
VW
958
Veridan Wealth
Oregon
$2.62M +$101K +578 +4%
IDA
959
Intelligence Driven Advisers
California
$2.62M -$117K -673 -4%
PL
960
Plancorp LLC
Missouri
$2.62M +$49K +281 +2%
RIM
961
Rockbridge Investment Management
New York
$2.59M +$27K +155 +1%
TWM
962
Tradition Wealth Management
Minnesota
$2.59M +$63K +361 +2%
PFG
963
Pacific Financial Group
Washington
$2.57M -$145K -834 -5%
AR
964
Apeiron RIA
Texas
$2.56M +$57.5K +330 +2%
MWA
965
Medallion Wealth Advisors
Connecticut
$2.56M +$363K +2,084 +16%
AL
966
ADE LLC
Maryland
$2.54M -$31.9K -183 -1%
AA
967
Advisory Alpha
Michigan
$2.53M -$409K -2,348 -14%
GHA
968
Granite Harbor Advisors
Texas
$2.53M – – –
LWL
969
Leo Wealth LLC
Texas
$2.52M -$244K -1,401 -9%
CCM
970
Cloud Capital Management
Washington
$2.51M +$2.53M +14,520 New
LI
971
LRI Investments
Florida
$2.5M +$2.08M +11,924 +465%
MFA
972
Mayflower Financial Advisors
Massachusetts
$2.5M -$13.4K -77 -0.5%
NSIM
973
North Star Investment Management
Illinois
$2.48M +$362K +2,074 +17%
FA
974
Forefront Analytics
Pennsylvania
$2.48M +$206K +1,180 +9%
GWMR
975
GC Wealth Management RIA
Massachusetts
$2.47M +$97.5K +559 +4%
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