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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1051
Redhawk Wealth Advisors
Minnesota
$1.47M -$156K -1,010 -10%
4FG
1052
4Thought Financial Group
New York
$1.47M -$6.88M -44,621 -83%
PIMG
1053
Patriot Investment Management Group
Tennessee
$1.47M -$39.8K -258 -3%
RMA
1054
Roffman Miller Associates
Pennsylvania
$1.46M -$6.63K -43 -0.5%
SPIO
1055
Seven Post Investment Office
California
$1.46M – – –
IW
1056
Imprint Wealth
South Carolina
$1.45M +$831K +5,390 +152%
GWM
1057
Geneos Wealth Management
Colorado
$1.44M -$173K -1,125 -11%
WA1
1058
Wimmer Associates 1
California
$1.44M -$11.6K -75 -0.8%
GG
1059
GenWealth Group
New Jersey
$1.44M +$222K +1,441 +20%
SIA
1060
Soltis Investment Advisors
Utah
$1.43M +$338K +2,193 +33%
HCM
1061
Howland Capital Management
Massachusetts
$1.42M -$6.17K -40 -0.5%
DAS
1062
Diversify Advisory Services
Utah
$1.42M +$1.35M +8,742 New
WAM
1063
WNY Asset Management
New York
$1.42M +$17.3K +112 +1%
SIAS
1064
Summit Investment Advisory Services
Minnesota
$1.42M +$11.7K +76 +0.9%
BPWM
1065
Badgley Phelps Wealth Managers
Washington
$1.41M -$265K -1,721 -17%
BL
1066
Balentine LLC
Georgia
$1.4M +$856K +5,553 +181%
AWM
1067
Axxcess Wealth Management
California
$1.39M -$210K -1,364 -14%
AIA
1068
Alera Investment Advisors
Illinois
$1.39M – – –
PFG
1069
PAX Financial Group
Texas
$1.38M -$33K -214 -2%
SCM
1070
Spreng Capital Management
Ohio
$1.38M +$445K +2,887 +52%
CASC
1071
Coppell Advisory Solutions Corp
Texas
$1.38M +$1.3M +8,452 New
EFG
1072
Embree Financial Group
Illinois
$1.38M +$19.6K +127 +2%
SA
1073
SpiderRock Advisors
Delaware
$1.37M +$1.33M +8,653 New
SPI
1074
Sutton Place Investors
New York
$1.35M +$156K +1,014 +14%
CAWM
1075
Capital Advisors Wealth Management
Washington
$1.35M -$440K -2,853 -26%
41 42
43
44 45