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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
ZWA
1051
Zinnia Wealth Advisory
Florida
$3.04M +$618K +3,087 +25%
AGC
1052
Aspen Grove Capital
Colorado
$3.03M +$7.01K +35 +0.2%
GJWM
1053
Gilliland Jeter Wealth Management
Arkansas
$3.02M – – –
PFBT
1054
Parkside Financial Bank & Trust
Missouri
$3.02M +$101K +506 +3%
KCM
1055
Kennicott Capital Management
California
$3.01M -$448K -2,238 -13%
PE
1056
PCM Encore
Colorado
$2.99M +$776K +3,877 +34%
NWWA
1057
New Wave Wealth Advisors
Arkansas
$2.99M +$1.8M +8,995 +144%
HNWAG
1058
High Net Worth Advisory Group
Florida
$2.98M +$88.3K +441 +3%
VW
1059
Veridan Wealth
Oregon
$2.96M +$17.8K +89 +0.6%
FWM
1060
Forza Wealth Management
Florida
$2.95M +$207K +1,035 +7%
HWM
1061
Howard Wealth Management
Connecticut
$2.95M -$601 -3 -0%
FA
1062
FDx Advisors
Illinois
$2.93M -$76.5K -382 -2%
LWM
1063
Liberty Wealth Management
California
$2.93M +$139K +692 +5%
GI
1064
GAMMA Investing
California
$2.93M +$83.1K +415 +3%
MWM
1065
MOKAN Wealth Management
Kansas
$2.92M -$1.05M -5,228 -26%
KF
1066
K2 Financial
California
$2.91M +$96.9K +484 +3%
NWM
1067
Northwest Wealth Management
Iowa
$2.88M -$64.7K -323 -2%
GWMIA
1068
Global Wealth Management Investment Advisory
Florida
$2.88M -$160K -798 -5%
VIPI
1069
Vista Investment Partners II
Indiana
$2.87M +$2.93M +14,631 New
XF
1070
XML Financial
Maryland
$2.87M -$64.7K -323 -2%
HWMG
1071
Hurlow Wealth Management Group
Indiana
$2.87M +$254K +1,270 +10%
CF
1072
Centaurus Financial
California
$2.86M +$228K +1,138 +8%
AIA
1073
Angeles Investment Advisors
California
$2.86M -$759K -3,789 -21%
SFG
1074
Strategic Financial Group
Michigan
$2.85M +$2.91M +14,544 New
GFG
1075
Genesis Financial Group
New Jersey
$2.84M +$5.41K +27 +0.2%
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