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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
AR
976
Apeiron RIA
Texas
$2.46M +$34.6K +197 +1%
BWP
977
Balboa Wealth Partners
Arizona
$2.43M +$2.01M +11,479 +397%
WB
978
Webster Bank
Connecticut
$2.42M -$319K -1,819 -11%
MWG
979
Martin Worley Group
Utah
$2.42M +$2.51M +14,313 New
REMPR
980
Roof Eidam Maycock Peralta (REMP)
California
$2.41M +$1.33M +7,558 +113%
TC
981
TAGStone Capital
North Carolina
$2.41M +$253K +1,442 +11%
SMC
982
Smith, Moore & Co
Missouri
$2.41M -$85.3K -486 -3%
TA
983
TFB Advisors
Kansas
$2.41M -$65.8K -375 -3%
LA
984
Latitude Advisors
Florida
$2.41M +$1.68M +9,584 +207%
AI
985
Arrien Investments
Idaho
$2.4M +$2.37M +13,510 New
JCM
986
Jacobi Capital Management
Pennsylvania
$2.4M +$60.2K +343 +2%
AWA
987
Archvest Wealth Advisors
California
$2.39M +$615K +3,504 +33%
RIS
988
Richmond Investment Services
Wisconsin
$2.37M +$2.46M +13,999 New
BAM
989
Belpointe Asset Management
Nevada
$2.37M -$177K -1,006 -7%
NAS
990
NWF Advisory Services
California
$2.36M -$1.09M -6,191 -31%
TF
991
TME Financial
California
$2.35M +$2.36M +13,474 New
CAG
992
Crestwood Advisors Group
Massachusetts
$2.35M +$217K +1,237 +10%
NFP
993
Narus Financial Partners
Utah
$2.35M +$46.7K +266 +2%
SHF
994
Stage Harbor Financial
Massachusetts
$2.34M +$148K +846 +7%
ACA
995
Aptus Capital Advisors
Alabama
$2.34M +$407K +2,321 +20%
JAG
996
Journey Advisory Group
Kentucky
$2.33M – – –
ACM
997
AUA Capital Management
Pennsylvania
$2.33M -$1.31M -7,456 -35%
GWMR
998
GC Wealth Management RIA
Massachusetts
$2.33M +$877 +5 +0%
RW
999
REDW Wealth
New Mexico
$2.33M -$1.36M -7,765 -36%
PFPT
1000
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.32M -$36.3K -207 -1%
38 39
40
41 42