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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
951
AUA Capital Management
Pennsylvania
$3.04M +$21.7K +120 +0.7%
TAM
952
Tocqueville Asset Management
New York
$3.01M +$724 +4 +0%
BFA
953
Blueprint Financial Advisors
North Carolina
$3.01M -$206K -1,136 -7%
JFGIW
954
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3M -$38.4K -212 -1%
IWC
955
Infinity Wealth Counsel
Ohio
$3M -$45.1K -249 -2%
PFA
956
Pillar Financial Advisors
Kentucky
$3M +$73.5K +406 +3%
WWM
957
Western Wealth Management
Colorado
$2.99M +$103K +568 +4%
HNB
958
Hilltop National Bank
Wyoming
$2.97M -$3.62K -20 -0.1%
KCM
959
Kennicott Capital Management
California
$2.96M -$7.97K -44 -0.3%
ACA
960
Aptus Capital Advisors
Alabama
$2.95M -$276K -1,523 -9%
NWM
961
Northwest Wealth Management
Iowa
$2.94M -$34.9K -193 -1%
AGC
962
Aspen Grove Capital
Colorado
$2.92M +$4.71K +26 +0.2%
KLI
963
Kelman-Lazarov Inc
Tennessee
$2.9M +$1.38M +7,617 +96%
VC
964
Vicus Capital
Pennsylvania
$2.89M -$3.32M -18,332 -54%
TFG
965
Taylor Financial Group
Virginia
$2.89M +$160K +886 +6%
GWMIA
966
Global Wealth Management Investment Advisory
Florida
$2.89M -$153K -845 -5%
AUB
967
Atlantic Union Bankshares
Virginia
$2.88M +$141K +777 +5%
KWM
968
Keebeck Wealth Management
Illinois
$2.88M +$5.25K +29 +0.2%
GJWM
969
Gilliland Jeter Wealth Management
Arkansas
$2.87M – – –
LWL
970
Leo Wealth LLC
Texas
$2.85M -$1.43M -7,925 -34%
NSIM
971
North Star Investment Management
Illinois
$2.8M +$69.9K +386 +3%
PFPT
972
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.79M +$157K +869 +6%
LC
973
Lavaca Capital
Texas
$2.78M -$52.1K -288 -2%
VW
974
Veridan Wealth
Oregon
$2.78M +$2.7M +14,896 New
LWM
975
Liberty Wealth Management
California
$2.77M +$123K +677 +5%
37 38
39
40 41