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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SHF
1026
Stage Harbor Financial
Massachusetts
$3.18M +$40.4K +202 +1%
SWRP
1027
Summit Wealth & Retirement Planning
California
$3.17M +$333K +1,663 +11%
SWM
1028
Silverlake Wealth Management
Vermont
$3.17M +$2.41M +12,038 +292%
HNB
1029
Hilltop National Bank
Wyoming
$3.17M +$10.4K +52 +0.3%
SL
1030
Salomon & Ludwin
Virginia
$3.17M -$47.7K -238 -1%
AA
1031
Advisory Alpha
Michigan
$3.17M +$301K +1,502 +10%
PFA
1032
Pillar Financial Advisors
Kentucky
$3.15M -$65.1K -325 -2%
AWP
1033
Accretive Wealth Partners
New Jersey
$3.13M +$2.83M +14,141 +784%
AUB
1034
Atlantic Union Bankshares
Virginia
$3.13M +$4.8K +24 +0.2%
LKBC
1035
L.K. Benson & Company
Maryland
$3.13M -$78.9K -394 -2%
SFP
1036
Strategic Financial Partners
Oregon
$3.1M -$614K -3,066 -16%
GIA
1037
GHP Investment Advisors
Colorado
$3.1M +$740K +3,698 +31%
LW
1038
Livet Wealth
Utah
$3.1M -$1.37M -6,865 -30%
SWM
1039
SeaCrest Wealth Management
New York
$3.1M -$114K -567 -3%
SPWM
1040
Smith Partners Wealth Management
North Carolina
$3.1M -$219K -1,093 -6%
KLI
1041
Kelman-Lazarov Inc
Tennessee
$3.1M +$48.5K +242 +2%
NSIM
1042
North Star Investment Management
Illinois
$3.09M +$185K +925 +6%
DAS
1043
DMKC Advisory Services
Iowa
$3.09M +$1.17M +5,832 +59%
PWAM
1044
Private Wealth Asset Management
Iowa
$3.07M -$219K -1,095 -7%
WB
1045
West Bancorporation
Iowa
$3.07M +$75.1K +375 +2%
JFGIW
1046
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.06M -$39.2K -196 -1%
SG
1047
StoneX Group
New York
$3.06M -$175K -872 -5%
WCG
1048
Weaver Consulting Group
California
$3.04M +$997K +4,980 +47%
TFG
1049
Taylor Financial Group
Virginia
$3.04M -$25.6K -128 -0.8%
ASCM
1050
Adkins Seale Capital Management
Louisiana
$3.04M +$560K +2,795 +22%
40 41
42
43 44