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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
ECI
1126
EFG Capital International
Florida
$842K +$823K +5,925 New
GAM
1127
Gould Asset Management
California
$841K -$11.9K -86 -1%
AWM
1128
Atticus Wealth Management
Florida
$838K +$431K +3,103 +111%
MPW
1129
Monterey Private Wealth
California
$832K +$50.7K +365 +7%
BAM
1130
Brave Asset Management
New Jersey
$828K -$16.5K -119 -2%
FM
1131
Foster & Motley
Ohio
$825K +$38.2K +275 +5%
GIA
1132
GHP Investment Advisors
Colorado
$822K +$104K +748 +15%
IFAM
1133
Institutional & Family Asset Management
Colorado
$818K -$139K -998 -15%
TCBWMS
1134
Texas Capital Bank Wealth Management Services
Texas
$816K -$27.1K -195 -3%
RFN
1135
Redwood Financial Network
Ohio
$815K -$41.8K -301 -5%
NB
1136
Northwest Bancshares
Pennsylvania
$815K – – –
WCM
1137
Windsor Capital Management
Arizona
$811K +$1.25K +9 +0.2%
CFS
1138
CGC Financial Services
Oregon
$809K +$791K +5,692 New
HIS
1139
Horizon Investment Services
Indiana
$808K -$71.3K -513 -8%
WWM
1140
Windsor Wealth Management
Indiana
$800K – – –
WB
1141
WesBanco Bank
West Virginia
$800K +$105K +758 +16%
SWP
1142
Semus Wealth Partners
Florida
$799K +$29K +209 +4%
BFM
1143
Boston Financial Management
Massachusetts
$799K +$250K +1,799 +47%
PC
1144
Pecaut & Co
Iowa
$796K +$106K +763 +16%
AA
1145
Alesco Advisors
New York
$794K – – –
TLA
1146
Tanglewood Legacy Advisors
Texas
$793K +$137K +983 +21%
TWA
1147
TCI Wealth Advisors
Arizona
$788K +$78.6K +566 +11%
UI
1148
Unconventional Investor
New Hampshire
$786K -$81.4K -586 -10%
GAG
1149
GM Advisory Group
New York
$781K +$694 +5 +0.1%
VF
1150
Vawter Financial
Ohio
$779K -$9.44K -68 -1%
44 45
46
47 48