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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
GFG
1076
Genesis Financial Group
New Jersey
$3.24M +$75.6K +362 +2%
PGAM
1077
Princeton Global Asset Management
New Jersey
$3.23M +$123K +589 +4%
SFG
1078
Strategic Financial Group
Michigan
$3.21M +$43K +206 +1%
AWP
1079
Accretive Wealth Partners
New Jersey
$3.2M -$267K -1,279 -8%
SGWM
1080
Sterling Group Wealth Management
California
$3.19M +$105K +503 +4%
XF
1081
XML Financial
Maryland
$3.19M +$2.92K +14 +0.1%
WKWM
1082
Walter & Keenan Wealth Management
Indiana
$3.19M +$251K +1,202 +9%
BIP
1083
Blueprint Investment Partners
North Carolina
$3.19M -$851K -4,073 -22%
HWMG
1084
Hurlow Wealth Management Group
Indiana
$3.18M -$3.76K -18 -0.1%
IAS
1085
Integrity Advisory Solutions
Texas
$3.18M +$105K +504 +4%
KIM
1086
Kestra Investment Management
Texas
$3.18M +$1.07M +5,148 +55%
AIA
1087
Angeles Investment Advisors
California
$3.18M +$418 +2 +0%
TF
1088
Theory Financial
Colorado
$3.17M +$90.6K +434 +3%
KF
1089
K2 Financial
California
$3.16M +$18.6K +89 +0.6%
VW
1090
Veridan Wealth
Oregon
$3.16M -$124K -595 -4%
RIM
1091
Rockbridge Investment Management
New York
$3.15M -$607K -2,906 -17%
GWMIA
1092
Global Wealth Management Investment Advisory
Florida
$3.15M -$48.7K -233 -2%
MA
1093
MW Advisory
Georgia
$3.15M +$3.02M +14,440 New
UBV
1094
United Bank (Virginia)
Virginia
$3.13M +$137K +656 +5%
KP
1095
Keel Point
Alabama
$3.12M +$289K +1,383 +11%
MWM
1096
MOR Wealth Management
Pennsylvania
$3.11M +$73.1K +350 +3%
WF
1097
Welch & Forbes
Massachusetts
$3.11M -$12.1K -58 -0.4%
FA
1098
FDx Advisors
Illinois
$3.11M -$141K -673 -5%
FAG
1099
Fortitude Advisory Group
Washington
$3.1M +$373K +1,787 +14%
MWM
1100
McCartney Wealth Management
Missouri
$3.1M +$27.4K +131 +0.9%
42 43
44
45 46