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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1026
Alta Wealth Advisors
Massachusetts
$2.26M +$65.9K +390 +3%
WCM
1027
WealthTrak Capital Management
Virginia
$2.25M -$13.5K -80 -0.6%
KP
1028
Keel Point
Alabama
$2.25M -$135K -797 -6%
AG
1029
AlTi Global
New York
$2.24M -$1.64M -9,707 -43%
MWM
1030
Maridea Wealth Management
New York
$2.22M -$187K -1,107 -8%
AWA
1031
Amplius Wealth Advisors
Pennsylvania
$2.21M -$174K -1,031 -8%
VA
1032
Vestwell Advisors
New York
$2.2M – – –
SWRP
1033
Summit Wealth & Retirement Planning
California
$2.2M +$835K +4,946 +66%
SWA
1034
SOA Wealth Advisors
New York
$2.2M -$69.4K -411 -3%
ZBNA
1035
Zions Bancorporation, National Association
Utah
$2.19M -$3.38K -20 -0.2%
BHWM
1036
Beaird Harris Wealth Management
Texas
$2.19M +$236K +1,395 +13%
PGFC
1037
Peapack-Gladstone Financial Corp
New Jersey
$2.19M -$306K -1,811 -13%
SAW
1038
Signal Advisors Wealth
Michigan
$2.18M +$300K +1,778 +17%
PSFG
1039
Park Square Financial Group
Georgia
$2.18M +$592K +3,504 +40%
RIS
1040
Richmond Investment Services
Wisconsin
$2.18M +$939K +5,559 +82%
AB
1041
Atlas Brown
Kentucky
$2.18M -$63.7K -377 -3%
NLP
1042
Next Level Private
New York
$2.18M +$23.3K +138 +1%
BBW
1043
Blue Barn Wealth
Utah
$2.17M -$22.8K -135 -1%
GWSG
1044
GPS Wealth Strategies Group
Colorado
$2.17M +$137K +810 +7%
EWM
1045
Evermay Wealth Management
Virginia
$2.17M -$6.08K -36 -0.3%
ODIJL
1046
One Day In July LLC
Vermont
$2.16M +$168K +997 +9%
AIFAIM
1047
American Institute for Advanced Investment Management
Arizona
$2.15M +$59.6K +353 +3%
FNBT
1048
FineMark National Bank & Trust
Florida
$2.15M +$863K +5,107 +72%
KIM
1049
Kestra Investment Management
Texas
$2.15M +$1.83M +10,860 +844%
FT
1050
Fiduciary Trust
Massachusetts
$2.13M +$510K +3,020 +33%
40 41
42
43 44