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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
KDA
976
Kraft Davis & Associates
Missouri
$4.12M +$403K +1,929 +11%
JSA
977
Jim Saulnier & Associates
Colorado
$4.12M +$2.79M +13,341 +240%
HCP
978
Hexagon Capital Partners
Arkansas
$4.08M -$12.7K -61 -0.3%
UFA
979
Uptown Financial Advisors
Texas
$4.08M -$80.6K -386 -2%
SOS
980
Silver Oak Securities
Tennessee
$4.05M +$261K +1,252 +7%
BHFP
981
Blom & Howell Financial Planning
California
$4.05M -$987K -4,726 -20%
SSWM
982
Sheets Smith Wealth Management
North Carolina
$4.05M -$15.7K -75 -0.4%
PFG
983
Pinnacle Financial Group
Illinois
$4.04M +$1.64M +7,867 +74%
JWA
984
JFS Wealth Advisors
Pennsylvania
$4.04M +$29.7K +142 +0.8%
CHJWM
985
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.02M +$217K +1,038 +6%
TAM
986
Tocqueville Asset Management
New York
$3.99M +$152K +728 +4%
FDW
987
Fourth Dimension Wealth
Ohio
$3.99M -$114K -547 -3%
BAM
988
Belpointe Asset Management
Nevada
$3.98M -$641K -3,071 -14%
IA
989
Insight Advisors
Pennsylvania
$3.97M -$118K -566 -3%
NAS
990
NWF Advisory Services
California
$3.97M -$77.3K -370 -2%
SFGM
991
Stonebridge Financial Group (Missouri)
Missouri
$3.93M +$12.3K +59 +0.3%
SC
992
Shuttleworth & Co
Ohio
$3.92M +$1.16M +5,572 +45%
TC
993
Tacita Capital
Ontario, Canada
$3.91M -$146K -701 -4%
CCM
994
Cloud Capital Management
Washington
$3.91M +$29K +139 +0.8%
CIA
995
Capital Investment Advisors
Georgia
$3.91M +$32.4K +155 +0.9%
MPPHD
996
Maloon Powers Pitre Higgins & Dennehy
California
$3.9M +$3.74M +17,899 New
FF
997
Francis Financial
$3.89M -$86.9K -416 -2%
PP
998
Prosperity Planning
Missouri
$3.89M -$61.8K -296 -2%
SFP
999
SwitchPoint Financial Planning
Utah
$3.85M -$2.09K -10 -0.1%
KP
1000
Kitching Partners
Pennsylvania
$3.84M +$691K +3,310 +23%
38 39
40
41 42