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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
GFS
976
GYL Financial Synergies
Connecticut
$1.31M -$92.4K -671 -7%
LFG
977
Larson Financial Group
Missouri
$1.3M +$39.3K +285 +3%
MGWM
978
Marks Group Wealth Management
Minnesota
$1.3M -$40.1K -291 -3%
T
979
TRUADVICE
Florida
$1.3M +$22K +160 +2%
CCA
980
Cobblestone Capital Advisors
New York
$1.29M +$1.27M +9,188 New
PTC
981
Private Trust Company
Ohio
$1.29M +$98.1K +712 +8%
LG
982
LAM Group
Oregon
$1.28M +$1.26M +9,135 New
WA
983
Wealth Alliance
New York
$1.28M -$260K -1,890 -17%
SAM
984
Stone Asset Management
Texas
$1.27M +$481K +3,493 +63%
WP
985
WealthSource Partners
California
$1.27M -$79.1K -574 -6%
HCM
986
Howland Capital Management
Massachusetts
$1.27M -$27.5K -200 -2%
SPIO
987
Seven Post Investment Office
California
$1.26M +$1.23M +8,945 New
SIAS
988
Summit Investment Advisory Services
Minnesota
$1.25M +$1.23M +8,902 New
MBT
989
Montecito Bank & Trust
California
$1.25M +$220K +1,600 +22%
TCBWMS
990
Texas Capital Bank Wealth Management Services
Texas
$1.25M +$1.22M +8,886 New
IFAM
991
Institutional & Family Asset Management
Colorado
$1.24M -$17.8K -129 -1%
GWMI
992
Guardian Wealth Management (Illinois)
Illinois
$1.24M +$1.21M +8,795 +20,940%
CFS
993
CRA Financial Services
New Jersey
$1.24M +$136K +985 +13%
TC
994
TAGStone Capital
North Carolina
$1.23M +$84.3K +612 +7%
WW
995
Waterfront Wealth
Kansas
$1.23M -$156K -1,129 -12%
HT
996
HighTower Trust
Texas
$1.23M +$260K +1,889 +27%
PFPT
997
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.23M -$376K -2,729 -24%
RMA
998
Roffman Miller Associates
Pennsylvania
$1.23M +$256K +1,858 +27%
THWM
999
Taylor Hoffman Wealth Management
Virginia
$1.22M +$133K +966 +13%
AIFAIM
1000
American Institute for Advanced Investment Management
Arizona
$1.21M -$48.3K -351 -4%
38 39
40
41 42