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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1101
Wealth Alliance
New York
$1.26M -$11.6K -75 -1%
D
1102
Diversified
Delaware
$1.25M -$54.6K -354 -4%
KFI
1103
Key Financial Inc
Pennsylvania
$1.24M – – –
GGS
1104
Galvin Gaustad & Stein
Arizona
$1.24M +$53.2K +345 +5%
CFP
1105
Curran Financial Partners
South Carolina
$1.24M +$133K +865 +13%
IFPL
1106
Investments & Financial Planning LLC
Kentucky
$1.23M -$47.2K -306 -4%
AFG
1107
Atomi Financial Group
New York
$1.23M -$25.9K -168 -2%
KP
1108
Keel Point
Alabama
$1.23M -$25K -162 -2%
SCTC
1109
Sanibel Captiva Trust Company
Florida
$1.22M +$136K +880 +13%
DJSG
1110
D.J. St. Germain
Massachusetts
$1.22M +$4.16K +27 +0.4%
AG
1111
Advocate Group
Minnesota
$1.22M – – –
JIC
1112
Joel Isaacson & Co
New York
$1.21M +$525K +3,406 +85%
RGC
1113
Roberts, Glore & Co
Illinois
$1.2M -$47.8K -310 -4%
GC
1114
Guidance Capital
Kentucky
$1.2M +$127K +825 +12%
BC
1115
Bowman & Company
Wisconsin
$1.19M -$311K -2,017 -22%
GWMR
1116
GC Wealth Management RIA
Massachusetts
$1.19M +$1.13M +7,308 New
WAG
1117
Winthrop Advisory Group
Massachusetts
$1.18M +$140K +909 +14%
MSAM
1118
Moloney Securities Asset Management
Missouri
$1.18M +$2.93K +19 +0.3%
CWC
1119
Carolinas Wealth Consulting
North Carolina
$1.17M +$59.4K +385 +6%
WA
1120
Wealthstream Advisors
New York
$1.17M +$262K +1,702 +31%
CRC
1121
Curi RMB Capital
Illinois
$1.17M -$52.3K -339 -5%
CCA
1122
Checchi Capital Advisers
California
$1.15M +$23.3K +151 +2%
CM
1123
Columbus Macro
Pennsylvania
$1.14M – – –
WT
1124
Washington Trust
Rhode Island
$1.14M +$115K +747 +12%
MCCP
1125
Mission Creek Capital Partners
California
$1.14M +$3.7K +24 +0.3%
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