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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMGP
1001
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.45M +$168K +995 +8%
FLPIM
1002
F.L. Putnam Investment Management
Massachusetts
$2.45M +$15.4K +91 +0.7%
HNWAG
1003
High Net Worth Advisory Group
Florida
$2.44M +$475K +2,812 +26%
WB
1004
Webster Bank
Connecticut
$2.44M -$68.4K -405 -3%
GWMR
1005
GC Wealth Management RIA
Massachusetts
$2.44M -$88.5K -524 -4%
SFP
1006
Shepherd Financial Partners
Massachusetts
$2.44M -$78K -462 -3%
WB
1007
West Bancorporation
Iowa
$2.44M +$127K +751 +6%
TA
1008
TFB Advisors
Kansas
$2.43M -$39K -231 -2%
PFBT
1009
Parkside Financial Bank & Trust
Missouri
$2.42M +$963K +5,704 +71%
BS
1010
Brighton Securities
New York
$2.4M +$2.3M +13,598 New
MWA
1011
Medallion Wealth Advisors
Connecticut
$2.38M -$247K -1,463 -10%
KF
1012
K2 Financial
California
$2.38M +$81.1K +480 +4%
CWA
1013
Canvas Wealth Advisors
Kansas
$2.37M -$128K -758 -5%
JIP
1014
Jaffetilchin Investment Partners
Florida
$2.36M +$5.74K +34 +0.3%
AWA
1015
Acorn Wealth Advisors
Michigan
$2.36M +$839K +4,966 +59%
NWWA
1016
New Wave Wealth Advisors
Arkansas
$2.35M +$68.6K +406 +3%
ABWM
1017
Alpine Bank Wealth Management
Colorado
$2.34M – – –
PA
1018
Probity Advisors
Texas
$2.3M -$89.9K -532 -4%
TWM
1019
Tradition Wealth Management
Minnesota
$2.3M -$336K -1,992 -13%
CPC
1020
Cookson Peirce & Co
Pennsylvania
$2.28M -$117K -692 -5%
MAS
1021
Meeder Advisory Services
Ohio
$2.27M -$997K -5,905 -31%
TLFA
1022
True Link Financial Advisors
California
$2.27M -$120K -709 -5%
TWM
1023
Topsail Wealth Management
North Carolina
$2.27M +$44.8K +265 +2%
ATS
1024
Ashton Thomas Securities
New York
$2.26M +$3.55K +21 +0.2%
VAG
1025
VisionPoint Advisory Group
Texas
$2.26M +$2.16M +12,787 New
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