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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1101
Tradition Wealth Management
Minnesota
$2.46M -$10.3K -55 -0.4%
KP
1102
Keel Point
Alabama
$2.46M -$26.9K -143 -1%
SMC
1103
Smith, Moore & Co
Missouri
$2.46M +$253K +1,345 +12%
CCMG
1104
Clark Capital Management Group
Pennsylvania
$2.46M +$614K +3,265 +34%
VAG
1105
VisionPoint Advisory Group
Texas
$2.45M +$63.4K +337 +3%
ZBNA
1106
Zions Bancorporation, National Association
Utah
$2.44M +$66.4K +353 +3%
OC
1107
Opal Capital
Florida
$2.43M +$2.22M +11,815 New
ASCM
1108
Adkins Seale Capital Management
Louisiana
$2.43M +$2.39M +12,710 New
KFAS
1109
Keating Financial Advisory Services
Kansas
$2.42M +$2.38M +12,668 New
NLP
1110
Next Level Private
New York
$2.42M +$18.8K +100 +0.8%
FA
1111
Fermata Advisors
California
$2.41M -$78.4K -417 -3%
NSG
1112
Nalls Sherbakoff Group
Tennessee
$2.41M -$406K -2,158 -15%
BHWM
1113
Beaird Harris Wealth Management
Texas
$2.39M -$27.1K -144 -1%
BPFA
1114
Barnes Pettey Financial Advisors
Mississippi
$2.39M +$34.8K +185 +2%
PWP
1115
Precedent Wealth Partners
Texas
$2.38M +$2.35M +12,479 New
PA
1116
Probity Advisors
Texas
$2.37M -$98.4K -523 -4%
AWA
1117
Asempa Wealth Advisors
Louisiana
$2.37M +$2.34M +12,421 New
EP
1118
Edgestream Partners
New Jersey
$2.37M +$2.33M +12,399 New
ZWA
1119
Zinnia Wealth Advisory
Florida
$2.37M +$2.33M +12,391 New
SWA
1120
SOA Wealth Advisors
New York
$2.35M +$8.84K +47 +0.4%
PGFC
1121
Peapack-Gladstone Financial Corp
New Jersey
$2.34M -$2.44K -13 -0.1%
ODIJL
1122
One Day In July LLC
Vermont
$2.34M +$45.9K +244 +2%
WCM
1123
WealthTrak Capital Management
Virginia
$2.34M +$178K +945 +8%
GIA
1124
GHP Investment Advisors
Colorado
$2.31M +$166K +880 +8%
SW
1125
SteelPeak Wealth
California
$2.31M -$1.21M -6,414 -35%
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